Transition Specialist

ACCOUNTABILITIES

May be responsible for one or more of the following:

• Plan, analyze and complete all required tasks of onboarding and offboarding newly awarded Multifamily property management assignments with minimal guidance and/or supervision using department tools

• Lead communication among regional property managers, client accounting, corporate accounting, human Resources, technology & data solutions, ancillary services team, conversion team, external service providers, and clients involved in the property transition

• Deliver a positive client (internal and external) experience during onboarding and offboarding

• Identify unique transition needs and utilize critical thinking skills to plan and outline the best workflow to accommodate internal partners and external clients

• Serve as knowledge hub for both external clients and internal partners for all aspects of property transitions

• Operate with the highest data integrity across all platforms in a timely and efficient manner

• Understand parameters in place for quality assurance as well as the ability to self-audit

• Review new opportunity pipeline, pricing, and notification process with thorough understanding of impact of accurate and timely data for financial planning, project creation, and national statistics

• Excellent written and verbal communication with all internal partners and external clients across all platforms

• Collaborate with team members and fully align with the delineation of duties to complete all required tasks and deliverables

• Ability to discern a high-risk task or deliverable and the knowledge of timing and who to best escalate issues to

• Effectively lead and manage multiple transitions all at various stages of completion simultaneously at an elevated level of data integrity and service to internal partners and external clients

• Identify areas of improvement needed on internal processes for onboarding and offboarding and provide solutions for process change and technology solutions to improve accuracy and efficiency

• Participate in regular touch bases with your manager to facilitate personal and department goals, work through challenging transitions and enhance the culture of the team through personal development

• Promote consistent best practices for property transitions by sharing learned experiences with the team as well as update internal process documents or suggesting improvements to workflows

• Collaborate with account managers RVPs (Regional Vice Presidents), and RPMs (Regional Property Managers) to field questions, establish solutions, and create/improve tools

• Serve as a change champion and remain flexible

• Maintain expertise and resolve all property management issues and questions around property onboarding and offboarding

• Ability to lead, create, assign deliverables and outline timing projections for ad hoc projects

• Interpret complex revenue and expense categories as it relates to client invoicing - including but not limited to payroll reimbursement, fee revenue, due from client expenses

• Understand and communicate employee allocations and related Workday work tags

• Promote and monitor compliance requirements for both SOC controls, SOX controls, and property operations

• Deliver presentations to clients during pitches

MINIMUM REQUIREMENTS

• Bachelor's degree

• 3+ years of relevant experience

• Or any similar combination of education and experience

• Experience in multifamily real estate and basic accounting knowledge, including understanding Property Management function (preferred)

• Proficiency with Microsoft Office products, including Word, Excel, and Outlook

• Ability to understand and interpret complex real estate terminology

• Effective and efficient time management skills

• Detail oriented, organized, and thorough

• Proven record of providing excellent internal and external customer service

• Excellent interpersonal skills with high initiative, flexibility, and team approach to work

• Excellent oral and written communication skills to include ability to create and hold presentations

PHYSICAL REQUIREMENTS

• Involves work of a general office nature; typically includes extended periods of sitting and/or operation of a computer for up to 8 hours

• May involve periods of standing, such as operating at a copier/fax/scanner

• Regularly required to talk, hear, and use hands and fingers to write and type

• Ability to speak clearly so others can understand you

• Regularly required to utilize vision abilities, allowing reading of printed material, graphics, and computer displays

• Ability to observe details at close range

COMPANY BENEFITS

• 120 Hours Paid Time Off annually; prorated upon hire

• 40 Hours Sick Time annually; prorated upon hire

• 2 Volunteer Days annually to support causes important to you & your community

• 12+ Company Holidays

• Paid Parental Leave

• Medical, Dental, Vision, & Life Insurance, with other supplementary benefit options, including pet insurance; Pre-Tax spending accounts

• Company Discounts Program to many major retailers & service providers

• Company-provided Personal & Professional Development, including access to LinkedIn Learning, Employee Assistance Program, & Counseling Services

The above-referenced position summary is a guideline designed to present an overview of job duties and is not intended to be a comprehensive list of responsibilities and requirements.