Lien & Doc Specialist I

Apogee Enterprises, Inc.; Owatonna (MN); On-site; USD 26,000 - 30,000; Full time

Benefits offered by this job

Benefits package

401(k) plan

Tuition reimbursement

Paid time off

Wellness program

Job summary

Apogee Services Inc. is seeking a Construction Risk Documentation Specialist to gather project information, send preliminary notices of lien rights, and track payment progress.

You will review data, markup documents, and prepare lien waivers for customers as needed while onboarding new accounts and reviewing credit information. The role requires strong organizational and communication skills, proficiency with Word and Excel, and a customer-service mindset.

Qualifications

• High School diploma or GED required.
• Familiarity with Word and Excel.
• Strong reading and writing skills.
• Basic math skills.
• Customer service mindset.

Responsibilities

• Collect and process Project Information Sheets
• Review project tracking reports
• Collect and process Lien Waivers
• Process Credit application requests
• Prepare Export documentationProcess Credit reference requests.
• Other duties as assigned.

Skills

Organizational skills

Communication skills

Microsoft Word

Microsoft Excel

Reading & writing

Math skills

Customer service mindset

Education

High School diploma or GED

Associate’s degree in accounting

Tools

Microsoft Word

Microsoft Excel

Job description

Apogee Services Inc.

Position Summary

The Construction Risk Documentation Specialist will obtain information on customer construction projects to facilitate in sending preliminary notices of lien rights. The Specialist will track projects payment progress and apply the information to review, mark up, send for legal review and provide lien waivers to customers as requested or needed.They will also assist in onboarding new customer accounts, including pulling and reviewing credit information as well as making recommendations.

Responsibilities

• Collect and process Project Information Sheets
• Review project tracking reports
• Collect and process Lien Waivers
• Process Credit application requests
• Prepare Export documentationProcess Credit reference requests.
• Other duties as assigned.

Education & Experience

Required:

• Good organizational and communication skills; both oral and written. High School diploma or equivalent GED required
• Good organizational and communication skills; both oral and written.
• Working knowledge and familiarity with Microsoft Word and Excel.
• Ability to read, write and understand work instructions.
• Possesses basic math skills.
• Ability to work with a customer service mindset.

Preferred:

• Associate’s degree in accounting or related field.

Pay Range

$19.00 - $22.00/hour

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Our Benefits

We care about and invest in our employees. We are proud to offer a comprehensive benefits package designed to support their well‑being and foster professional development. Here is a glimpse of what you can look forward to if you join our team.

• Competitive Benefits Package for employees and their dependents (Medical, Dental, Vision, Life, Disability)
• Incentive Plans
• 401(k) with employer contribution and match
• Employee Stock Purchase Plan with employer match
• Paid Time Off (Vacation and Sick Time)
• Paid Holidays
• Tuition Reimbursement Program
• Employee Assistance Program (EAP)
• Wellness Program
• Training and Career Progression

Apogee and our brands are an Equal Opportunity Employer.