Lien and Doc Specialist I

Posted 6 Days Ago
Be an Early Applicant
Owatonna, MN, USA
In-Office
19-22 Hourly
Entry level
Other • Software
The Role
Collect and process project information, lien waivers, and credit applications; track project payments; prepare export documentation; assist onboarding new customer accounts and perform credit and reference reviews.
Summary Generated by Built In
Apogee Services Inc.

Position Summary

The Lien and Doc Specialist will obtain information on customer construction projects to facilitate in sending preliminary notices of lien rights. The Specialist will track projects payment progress and apply the information to review, mark up, send for legal review and provide lien waivers to customers as requested or needed.  They will also assist in onboarding new customer accounts, including pulling and reviewing credit information as well as making recommendations.

Responsibilities

  • Collect and process Project Information Sheets
  • Review project tracking reports
  • Collect and process Lien Waivers
  • Process Credit application requests
  • Prepare Export documentation
  • Process Credit reference requests.
  • Other duties as assigned.

Education & Experience

Required:

  • Good organizational and communication skills; both oral and written.High Scholl diploma or equivalent GED required
  • Good organizational and communication skills; both oral and written.
  • Working knowledge and familiarity with Microsoft Word and Excel.
  • Ability to read, write and understand work instructions.
  • Possesses basic math skills.
  • Ability to work with a customer service mindset.

Preferred:

  • Associate’s degree in accounting or related field.

Pay Range

$19.00 - $22.00/hour

#LI-TV1

Our Benefits

We care about and invest in our employees. We are proud to offer a comprehensive benefits package designed to support their well-being and foster professional development. Here is a glimpse of what you can look forward to if you join our team.

  • Competitive Benefits Package for employees and their dependents (Medical, Dental, Vision, Life, Disability)

  • Incentive Plans

  • 401(k) with employer contribution and match

  • Employee Stock Purchase Plan with employer match

  • Paid Time Off (Vacation and Sick Time)

  • Paid Holidays

  • Tuition Reimbursement Program

  • Employee Assistance Program (EAP)

  • Wellness Program

  • Training and Career Progression

Apogee and our brands are an Equal Opportunity Employer.

Skills Required

  • Good organizational and communication skills, both oral and written.
  • High School diploma or equivalent GED.
  • Working knowledge and familiarity with Microsoft Word and Excel.
  • Ability to read, write and understand work instructions.
  • Basic math skills.
  • Ability to work with a customer service mindset.
  • Associate's degree in accounting or related field.

Apogee Enterprises Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Apogee Enterprises and has not been reviewed or approved by Apogee Enterprises.

  • Equity Value & Accessibility Ownership via an Employee Stock Purchase Plan with a company match is positioned as a core element of total rewards, enhancing long‑term value beyond base pay. Plan updates and corporate materials emphasize this equity component as a meaningful part of compensation.
  • Retirement Support A 401(k) with employer contribution and match is consistently highlighted, signaling solid support for long‑term savings. Job materials and corporate content frame retirement plans as a key pillar of the package.
  • Wellbeing & Lifestyle Benefits Wellness and mental‑health resources include screenings, flu shots for employees and dependents, and an EAP with multiple counseling visits plus an online CBT tool. These offerings indicate tangible investment in wellbeing beyond core medical coverage.

Apogee Enterprises Insights

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The Company
HQ: Minneapolis, MN
177 Employees
Year Founded: 1949

What We Do

By definition, Apogee means "highest point." It's no coincidence that it's also the name of our company. For over 70 years it is a name that has inspired and driven us to achieve a higher level of excellence in all we do. We are not satisfied with the status quo. We aim higher, think bigger, and endeavor to create even more value for every Apogee stakeholder. We strive to create peak value. Apogee is a leader in architectural products and services. Our glass and aluminum window, storefront and curtainwall systems make buildings look great, reduce energy consumption, and protect occupants and property. Our highly skilled team designs glass and metal building façades, completes massive orders for skyscrapers on time, and manages complex window, curtainwall and storefront installation projects. We are also a leader in the protection and conservation of all things framed and displayed. Our Tru Vue business provides high-performance glass and acrylic products for the custom framing, fine art, and technical glass markets.

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