Your Impact: Key Responsibilities
Team Coordination & Administrative Support
- Serve as a central point of coordination for customers, field teams, leadership, and external partners.
- Support day-to-day office and project administration to ensure smooth operational execution.
- Maintain accurate job files, documentation, and communication records within company systems.
- Assist with scheduling, project tracking, reporting, and other administrative functions as needed.
- Help create a positive customer experience through timely communication and proactive follow-up.
Accounts Receivable & Financial Coordination
- Manage accounts receivable activities with accuracy and timeliness.
- Monitor outstanding balances and support collection efforts to maintain healthy cash flow.
- Create and manage draw schedules and track customer payment progress.
- Work toward established collection and aging goals while maintaining excellent customer relationships.
- Utilize business systems such as PSA, Power BI, Podium, and XactAnalysis to support reporting and workflow management.
Customer & Partner Communication
- Serve as a primary point of contact for customers, insurance carriers, mortgage companies, and internal teams throughout the project lifecycle.
- Ensure communication, notes, and documentation are entered accurately and maintained within company systems.
- Coordinate with stakeholders to resolve questions, gather required documents, and keep projects moving forward.
Collections & Issue Resolution
- Follow up on overdue accounts and communicate professionally with customers regarding payment status.
- Partner with local leadership and the Support Center Stewardship Team to address concerns and resolve billing issues.
- Escalate collection matters as appropriate while maintaining SRG's commitment to customer care.
Mortgage & Insurance Process Support
- Assist in managing mortgage and insurance-related workflows including deductible collection, endorsement checks, and communication with adjusters, carriers, and mortgage companies.
- Track required documentation and help ensure timely release of funds for completed work.
- Support efficient processing of estimates, supplements, and related project documentation.
Qualifications
- Associate's or Bachelor's degree in Business Administration, Accounting, Finance, Communications, or a related field preferred.
- Minimum of 2 years of experience in administrative coordination, customer service, office management, accounts receivable, or a related role.
- Strong organizational skills with the ability to manage multiple priorities simultaneously.
- Excellent verbal and written communication skills.
- Strong attention to detail and commitment to accuracy.
- Comfortable working with financial information and customer payment processes.
- Proficiency in Microsoft Office Suite, particularly Excel, Outlook, and Word.
- Experience with CRM, ERP, or project management systems preferred.
- Self-motivated, dependable, and proactive in identifying and solving problems.