Note: The job is a remote job and is open to candidates in USA. Xactus is a verification innovator serving the mortgage industry. The Account Setup Coordinator is responsible for accurately and timely configuring and activating client accounts and associated features in the proprietary system, supporting onboarding and post-onboarding activities. The role also manages account permissions, subscriber codes, setup documentation, data accuracy, and coordination with internal departments.
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
- 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
- Candidates must be a resident of the United States
- Should be authorized and eligible for employment in the United States
- Prior experience with account setup or data entry preferred
- Experience working in a technical or software-enabled environment is a plus
Benefits
- A friendly, supportive environment which is highly rated by Xactus employees.
- Medical, vision and dental insurances
- Bonus programs
- Fitness reimbursement and other healthy life-style programs through our benefits carrier
- 401k plan with a company match
- Short and long-term disability
- 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
Company Overview