Customer; KYC and Contracts Specialist

Position: Know Your Customer (KYC) and Contracts Specialist

Know Your Customer (KYC) and Contracts Specialist

Know Your Customer (KYC) and Contracts Specialist – Kent, WA (In‑Office, Full Time)

Base pay range: $58,000.00/yr - $65,000.00/yr

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 basis.
• Identify accounts requiring updates, follow‑ups, or additional documentation.
• Maintain clear, complete, and accurately updated account histories.

Lien / Loan Payoff Process Management

• Manage the company’s lien, UCC, and loan payoff process.
• Coordinate 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.
• 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

• Highly organized, detail‑driven, and process‑minded.
• Comfortable managing time‑sensitive legal and financial documentation.
• Proactive, resourceful, and solution‑oriented.
• Effective at communicating across teams and with external partners.

Seniority Level

Associate

Employment Type

Full‑time

Job Function

General Business, Accounting/Auditing, and Finance

Industries

Industrial Machinery Manufacturing and Equipment Rental Services

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