Customer Onboarding Coordinator

Customer Onboarding Coordinator

OES Equipment, part of the DPR Family of Companies, is a fast-paced supply and rental equipment company in the construction industry. We are seeking a detail-oriented Customer Onboarding Coordinator. They will be responsible for providing customer set up in both our financial and administrative systems in an effective and efficient manner to ensure timely and accurate setup. Responsibilities will include but may not be limited to the following :

• 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.

Required Skills and Abilities :

Education and Experience :

Physical Requirements :