Team Coordinator

About the Role

This position serves as a central coordination hub, providing administrative and financial support to ensure smooth project execution, healthy cash flow, and positive customer experiences.

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.