Know Your Customer (KYC) and Contracts Specialist– Kent, WA (In-Office, Full Time)
About the Role
The KYC and Contracts Specialist will be based at our Kent office and will play a key role in supporting our sales, finance, and operations teams. This position is responsible for reviewing new customer contracts, Know Your Customer (KYC) compliance, managing our loan-payoff, lien / UCC process, and ensuring the accuracy and compliance of long-term account records. You’ll act as a central resource for cross-department coordination and help strengthen the workflows in support of our customers.
Working with professionalism, accuracy, and clarity, you will help streamline the contract setup, customer reviews, lien and loan management — from new account setup to long-term account maintenance — to support efficient transactions across the business.
Responsibilities
Contract & Account Setup and Review
- Review new customer contracts and accounts for accuracy, completeness, and compliance.
- Identify discrepancies and work with internal stakeholders to resolve issues promptly.
- Maintain organized, accurate documentation for all new accounts.
Account Maintenance & Updates
Conduct periodic reviews and update accounts on an ongoing basisIdentify accounts requiring updates, follow-ups, or additional documentationMaintain clear, complete, and accurately updated account histories.Lien / Loan Payoff Process Management
Manage the company’s lien, UCC, and loan payoff processCoordinate with sellers, finance, title companies, and other partners to facilitate timely filings and releases.Prepare, submit, monitor, and update UCC filings and related documentation.Ensure all legal timelines, requirements, and procedures are met.Cross-Department Support & Training
Serve as a liaison between sales, finance, operations, and title partners for loan and lien and contract-related inquiries.Provide guidance and training to the sales team on the lien process, documentation needs, and best practices.Assist with improving workflows, documentation, and communication processes to increase efficiency and compliance.Qualifications
Required
Experience in project coordination, project management, or a similar administrative role.Strong attention to detail and excellent organizational skills.Ability to manage multiple priorities and meet time-sensitive deadlines.Clear and professional written and verbal communication skills.Proficiency with Excel, Word, and internal management or CRM systems.Preferred
Experience with financing, loan-payouts, UCC filings or lien processing.Background in the construction industry, construction billing, or contract administration.Familiarity with reviewing contracts or financial documents.Work Environment
This position is 100% in-office at our Kent, WA location.Highly collaborative environment with regular interaction across sales, finance, and operations teams.Ideal Candidate Attributes
We’re looking for someone who is :
Highly organized, detail-driven, and process-mindedComfortable managing time-sensitive legal and financial documentationProactive, resourceful, and solution-orientedEffective at communicating across teams and with external partners