Specialist, Portfolio Accounts (Private Label)

POSITION: Specialist, Portfolio Accounts

COMPENSATION: Pursuant to Colorado regulations, if this job is performed in Colorado, the salary range is $25.50 to $28.50 per hour plus bonus potential. ​Eligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts.

REPORTS TO: Portfolio Managers

SUMMARY:

As a Portfolio Accounts Specialist, you will join Private Label, supporting the Zimmer portfolio, to provide advanced account support to our student, conventional, and affordable communities. Your primary responsibilities will include overseeing rent collection, issuing delinquency notices, responding to or sending inbound/ outbound phone, email, and SMS inquiries from residents or guarantors, and accounts payable. You will also operate in Elise AI platform and industry-leading property management systems.

This role may be performed remotely or in Tallahassee, FL. Although your role may be remote and reports to the Portfolio Managers, you will work closely with the onsite team members to provide consistently excellent customer service to our future and current residential customers.

CENTRALIZED SERVICES RESPONSIBILITIES (Including but not limited to):

• Manage the automated issuance of rent reminders and delinquency notices to residents at all assigned communities.

• Initiate phone and email communications with delinquent residents and any co-applicants or guarantors.

• Support future and current residents with ledger discrepancies and the posting/removal of charges at the direction of the Community or Portfolio Manager.

• Provide resources for payment plans and rental assistance programs where applicable.

• Issuance of move-out statements to vacating residents.

• Processing of community accounts payable and accounts receivables, including the posting of all purchase orders and invoices for assigned communities.

• Oversee the vendor credentialing process for new and unregistered vendor through our credentialing platform, OpsTechnology.

• Submission of expense reclassifications and accruals as directed by property accounting team for monthly financial reporting.

• Assist community teams with lease and charge audits.

• Offer efficient and courteous responses to all resident and community requests.

• Pursue educational opportunities and developmental growth opportunities

• Other responsibilities as assigned or required based on the needs of the business.

• Participates in Cardinal U training as required.

ACCOUNTS RESPONSIBILITIES

• Collaborate with Portfolio Managers in conducting comprehensive analyses of communities, contributing to financial key performance indicators, financial strategies, organizing training sessions, and ensuring team implementation of devised plans to ensure communities achieve their leasing objectives efficiently and accurately.

• Conduct thorough travel assessments at each community, communicating identified needs and progress to Operations Analyst as well as Portfolio Managers.

• Facilitate smooth transitions by offering onboarding and training support for incoming communities in support of the Portfolio Managers overseeing the new asset.

• Support Portfolio Managers in assigned projects, as delegated by the team lead.

• Assist Portfolio Managers in conducting interviews for critical vacant onsite positions.

• Act as a temporary replacement for Operations Analyst during their time off, ensuring the completion of essential weekly tasks and serving as the primary point of contact for onsite teams.

• Participate in the testing of new tools, workflows and SOPs and provide quality control feedback on new and existing processes.

• Provide exceptional customer service/assistance to communities and HQ team members

• Expect travel commitments of up to 25%, as directed by the team lead.

PREFERRED QUALIFICATIONS:

• 3 - 5 years of experience in property management

• 1 - 2 years of experience with property-level accounting and resident account management

• High school diploma or GED equivalent is required, a bachelor’s degree preferred

• Maintains a consistent level of professional customer service.

• Excellent written communication skills, especially short form for easily digestible with pointed, relevant information

• Demonstrated ability to pay close attention to details and perform tasks with consistent accuracy

• Working knowledge of Yardi / Entrata is preferred.

• Ability to thrive in a fast-paced environment and manage multiple projects simultaneously.

• Ability to embody the Cardinal Culture and Cardinal Core Values every day.

WORK ENVIRONMENT / PHYSICAL DEMANDS:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Incumbents primarily work in an office environment but may also have frequent exposure to outside of apartment buildings and in all areas of the property including amenities and have frequent exposure to outside elements where temperature, weather, odors, and/or landscape may be unpleasant and/or hazardous.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, type, handle, or feel and talk or hear. The employee regularly required to stand; walk; reach with hands and arms, and climb, stoop, or squat. The employee is often required to sit. Incumbents must be able to physically access all exterior and interior parts of the property and amenities and must be able to work inside and outside in all weather conditions including, but not limited to rain, snow, heat, hail, wind, and sleet. The employee must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.

Routine local travel may be required to attend training classes, client visits, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position. Overnight travel required to attend company functions, training, property visits, and other situations necessary for the accomplishment of special projects that may be assigned from time to time.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.