Transition Specialist

ACCOUNTABILITIES

May be responsible for one or more of the following:

• Plan, analyze and complete all required tasks of onboarding and offboardingnewly 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 platformsin 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 tobest 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