Account Setup Coordinator

Summary

Xactus is a verification innovator serving the mortgage industry with technology that supports client workflows. The Account Setup Coordinator configures and activates client accounts, products, sub-accounts, and user access within proprietary systems while ensuring accuracy, compliance, and timely communication. This is a full-time remote position supporting onboarding and post-onboarding activities.

Responsibilities

• Set up and activate new client accounts in the proprietary system upon onboarding
• Add additional product configurations based on client needs or updates
• Configure sub-accounts, branch accounts and loan officer accounts with appropriate permissions and features
• Create and assign vendor-level subscriber codes while following procedural requirements
• Review and confirm setup accuracy prior to activation
• Coordinate with internal departments to validate access levels and client requirements
• Ensure compliance with setup standards, data integrity, and procedural guidelines
• Provide updates to internal stakeholders on the status of setup tasks
• Document work clearly within internal systems and update client profiles accordingly
• Participate in ongoing training to stay current on system enhancements and product offerings

Skills

• High School diploma or equivalent required
• 1–3 years of relevant customer service or administrative experience
• Experience working in a technical or software-enabled environment is a plus
• Demonstrated ability to learn and work within proprietary systems
• Strong written and verbal communication skills
• Strong customer service and interpersonal abilities
• Ability to manage and prioritize multiple tasks effectively
• High level of trustworthiness and integrity
• Detail-oriented with strong problem-solving skills
• Works effectively in a collaborative team environment
• Comfortable using and learning technology platforms
• Self-motivated and proactive with a positive attitude
• Capable of working independently with minimal supervision
• Remote/work-from-home position
• High-speed internet is required (50 mbps minimum)
• Distraction-free work environment
• May require flexibility in hours
• Lifting/carrying up to 10 lbs
• Manual dexterity for computer work
• Speaking, hearing and vision are required to perform essential functions
• If applying for a position at Xactus, candidates must be a resident of the United States, and should be authorized and eligible for employment in the United States
• Prior experience with account setup or data entry preferred

Qualifications

Must Haves

• High School diploma or equivalent required
• 1–3 years of relevant customer service or administrative experience
• Experience working in a technical or software-enabled environment is a plus
• Demonstrated ability to learn and work within proprietary systems
• Strong written and verbal communication skills
• Strong customer service and interpersonal abilities
• Ability to manage and prioritize multiple tasks effectively
• High level of trustworthiness and integrity
• Detail-oriented with strong problem-solving skills
• Works effectively in a collaborative team environment
• Comfortable using and learning technology platforms
• Self-motivated and proactive with a positive attitude
• Capable of working independently with minimal supervision
• Remote/work-from-home position
• High-speed internet is required (50 mbps minimum)
• Distraction-free work environment
• May require flexibility in hours
• Lifting/carrying up to 10 lbs
• Manual dexterity for computer work
• Speaking, hearing and vision are required to perform essential functions
• If applying for a position at Xactus, candidates must be a resident of the United States, and should be authorized and eligible for employment in the United States

Nice to Haves

• Prior experience with account setup or data entry preferred

Benefits

• A friendly, supportive environment which is highly rated by Xactus employees.
• Medical insurance
• Vision insurance
• Dental insurance
• Bonus programs
• Fitness reimbursement
• Other healthy life-style programs through our benefits carrier
• 401k plan with a company match
• Short- and long-term disability insurance
• Life insurance
• Accident and critical illness insurance
• Health savings account
• Flexible spending account
• Employee assistance program
• Legal services
• Employee discounts
• Full-time remote/work-from-home position
• Equipment will be provided
• Ongoing training to stay current on system enhancements and product offerings