Accounts Receivable & Closing Operations Analyst (PTX81426)

Accounts Receivable & Closing Operations Analyst

Plano, TX 75093

Overview

Salary Range $55,000.00 - $60,000.00 Salary/year Position Type Full Time Category ASARGE

Description

Imagine being part of a fast-growing, tech-forward HOA management company where your career can truly take offand where your success is celebrated every step of the way. Welcome to RealManage!

We're not just expandingwe're thriving. And as we grow, so do the opportunities for our team members. At RealManage, you'll find a supportive, energetic culture that values your hard work, respects your time, and encourages you to reach your full potential.

RealManage is proud to be Certified by Great Place to Work, a globally recognized authority on workplace culture and employee satisfaction. This honor is based entirely on feedback from our own teamproof that our people love where they work.

When you join RealManage, you're more than just an employee. You are part of a close-knit, nationwide team that invests in your long-term success.

Who We Are

RealManage is one of the top community management firms in the U.S., ranked #3 out of 5,000+ companies nationwide. We operate in 16 states and Washington, D.C., serving a wide range of communitiesfrom HOAs and condos to luxury high-rises and master-planned developments. Our client list includes some of the country's most respected developers and builders.

We stand out for our innovative, tech-driven approach, combining cloud-based tools, mobile apps, and industry-leading expertise to deliver exceptional service at competitive prices.

Why Join Us

At RealManage, we don't just manage communitieswe build them. Our mission is to deliver smart, transparent, and personalized solutions that exceed expectations. We constantly measure our performance, embrace innovation, and never stop improving.

We're more than a workplacewe're a team that values growth, integrity, and genuine connection. Whether you're launching your career or looking for your next big move, you'll find opportunity, support, and a place to thrive here.

Our Core Values

• Integrity Always do the right thing
• Respect Treat everyone with dignity
• Selflessness Work for something bigger than yourself
• Personal Relationships People do business with people they like
• Always Improving Never stop growing

Join RealManage and be part of a company that's leading the way in community managementwith heart, innovation, and a clear vision for the future.

Summary

The AR & Closing Operations Analyst for Closings & Collections serves as the business process owner for all closing document and collections workflows within the Shared Services division. This role exercises independent judgment and decision-making authority over how closing-related processes are governed, executed, and continuously improved. The Analyst holds end-to-end accountability for process integrity, compliance, and outcomes - partnering cross-functionally with Operations, Client Services, Finance, and Legal to drive consistency and resolve complex issues requiring expertise and discretionary judgment. This is not a task-execution role; it is a process ownership role requiring subject matter authority in a high-volume, deadline-driven environment.

Key Responsibilities

• Serve as the business process owner for closing document and collections workflows, exercising authority over how processes are structured, governed, and executed across the organization.
• Act as a point of escalation for complex closing document requests, account balance discrepancies, and collections issues - including situations not addressed by existing policy or procedure.
• Establish, enforce, and refine escalation policies and decision thresholds for outstanding balances identified during the closing document process; determine appropriate resolution paths without requiring management involvement on routine matters.
• Oversee the accurate and compliant preparation and delivery of closing documents - including resale certificates, status letters, HOA disclosure packages, and lender questionnaires - ensuring adherence to state statutes, association requirements, and contractual timeframes.
• Own and govern collections activity for outstanding balances identified through the closing document process, including unpaid assessments, fines, and fees; determine collection strategy and escalation timing based on account circumstances.
• Act as the internal subject matter expert and primary point of accountability for closing document and collections processes; field complex inquiries from title companies, lenders, real estate agents, and attorneys that require specialized knowledge and judgment.
• Define and maintain the compliance framework for all closing document and collections activity, ensuring alignment with applicable state statutes, HOA governing documents, and regulatory requirements; identify and address compliance gaps proactively.
• Lead cross-functional coordination with Accounting, Legal, and Operations on process exceptions, balance disputes, and systemic issues - representing the process function with full decision-making authority within defined scope.
• Own the SOP framework for closing document and collections workflows; author, maintain, and update procedures to reflect regulatory changes, process improvements, and operational learning.
• Analyze operational data to identify trends, risks, and improvement opportunities; develop and present KPI reports covering closing document volume, turnaround performance, collections recovery, and outstanding balance resolution.
• Define business requirements for technology changes impacting closing or collections workflows; participate in UAT and validate outcomes against process standards.
• Represent the process function in client-facing escalations and leadership discussions where subject matter expertise and independent judgment are required.

Qualifications

Qualifications:

• 5+ years of experience in HOA/community management operations with direct, working-level expertise in closing document fulfillment, resale certificates, and/or collections.
• Demonstrated ability to exercise independent judgment and make decisions on complex, non-routine matters related to closing documents, account balances, and collections resolution.
• Strong working knowledge of HOA accounts receivable principles, including the ability to interpret account balances and ledger activity in the context of closing document preparation and collections eligibility.
• Proficiency in CiraConnect or demonstrated ability to quickly learn and navigate community management platforms; experience with Caliber, TOPS, Vantaca, Frontsteps, or similar systems also accepted.
• Deep knowledge of HOA and COA governing documents, CC&Rs, and applicable state statutes governing resale disclosure requirements; multi-state experience preferred.
• Proven ability to own and improve complex operational processes, establish standards, and hold cross-functional partners accountable without direct management authority.
• Experience working with title companies, real estate agents, lenders, or closing professionals in the context of HOA document requests and dispute resolution.
• High proficiency in Microsoft Excel for data analysis, reporting, and operational tracking.
• Excellent written and verbal communication skills; able to represent the process function authoritatively with internal and external stakeholders.
• Ability to work in-office full-time in a fast-paced, deadline-driven environment with high transaction volume.

Preferred Qualifications

• CMCA, AMS, or PCAM designation (or active pursuit).
• Hands-on experience with CiraConnect for ledger review, closing document generation, and collections tracking.
• Experience in a large, multi-market HOA management company or shared-services environment.
• Exposure to legal coordination related to collections escalation, balance disputes, or resale disclosure compliance.
• Experience leading process improvement initiatives using Lean, Six Sigma, or similar methodologies.
• Familiarity with document management systems and workflow automation tools.

Physical Requirements

Ability to sit for prolonged periods at a desk and work on a computer. Ability to occasionally stand, walk, bend, or reach as needed. Ability to lift or move objects up to 1015 pounds (e.g., files, office supplies). Manual dexterity to operate a computer keyboard, mouse, telephone, and other office equipment. Visual acuity to read printed materials, spreadsheets, and computer screens. Hearing and speech ability to communicate effectively in person, by phone, and in virtual meetings. Ability to work in a standard office environment with moderate noise levels. Ability to work a standard schedule, with occasional extended hours as required

Pay and Benefits:

$55,000 to $60,000 annually, depending on education and experience.

Benefits include:

Medical Insurance

Dental Insurance