Team Coordinator

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.