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Owner Transfer Clerk

Associa Northern California

Accounting And Customer Service Representative

Set up new accounts in accounting software using closing documents received

Update all new customer information

Deposit incoming funds associated with closings

Post charges and credits in VMS Software

Help solve issues and concerns by phone and email with title companies

Format new sections and/or phases of communities for import

Knowledge of HOA and the setup of each community

Provide excellent customer service

Be extremely articulate and professional

Escalate calls to appropriate Managers and/or Supervisors when necessary

Assure completion and security of daily mail opening, date stamping and distribution, receipting and logging via daily Receivables Log

Coordinate delivery of all Courier, FedEx, USPS and other carrier mail

Coordinate online conference room booking management

Responsible for tracking inventory and ordering of office and kitchen supplies

Knowledge of HOA and the services we provide to each community

Be extremely articulate and professional

Update mailboxes as needed

Update Vendor tracking sheet in Teams

Are at least 18 years old

Have a high school diploma or GED

Are legally eligible to work in the United States

Can navigate through different application systems

Competency in Microsoft Office Applications

Have a naturally positive attitude

Ability to communicate clearly and professionally, both verbally and in writing

Pleasant, friendly attitude, with an ability to adapt to change

Strong listening skills, ability to multi-task, attention to detail, time management, problem resolution, and decision-making skills

Customer-centric focus and self-motivated

Associa
Vacancy posted 3 days ago
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