Job Title
Transition Specialist
Job Description Summary
Provide additional value to our clients, both internal and external, by verifying the transition process cross functionally has been followed and all transition tasks for each individual assignment has been completed. Lead and command the internal and external clients through the transition process with exceptional organization, communication, and rationale to provide a comprehensive and positive experience. Job Description
May be r esponsible 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 p roperty m anagers, c lient a ccounting, c orporate a ccounting, h uman Resources, t echnology & d ata s olutions , a ncillary s ervices t eam, c onversion t eam, 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 hig h est data integrity across all platforms in a timely and efficient manner
U nderstand 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 k nowledge 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 inter n al 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…