Onboarding Specialist

• Oversee new 3rd party customer setup: Verify credit app completion and credit references
• Obtain certificate of insurance and submit for review (compliant/acceptable)
• Enter insurance policy and expiration information
• Verify the credit limit with Leadership
• Setup approved customers within our database
• Submit pre-lien notices for all new job setups
• Create customer portal login credentials
• Review and request COI renewals & maintain the database
• Perform special projects and other ad-hoc duties as needed

Customer Onboarding Coordinator

Supplier Onboarding Specialist