Client Services Coordinator - Paragon Property Management Group

Client Services Coordinator

No Agencies or Recruiters- Direct Applicants Only.

Position Purpose: The Client Services Coordinator must believe in, practice and initiate all Green Brick Partners values set forth in an acronym we call HOME. They must be honest, objective, mature and efficient in how he or she approaches their role at Green Brick Partners.

The Client Services Coordinator facilitates the day to day administrative and accounting support requirements for a portfolio of Associations.

Responsibilities

High level of involvement in the creation of best practices, including providing feedback and forward-thinking requirements

Creating and refining operation back-office processes as they relate to the current and future state of PPMG

Assist with data collection and entry associated with onboarding new communities

Prepare initial welcome letters to new homeowners and complete homeowner set up within management software

Assist with preparation and delivery of resale certificates and lender questionnaires

Assist with title company liaison requests and settlement action

Conduct review of homeowner accounts to ensure accuracy and resolution of discrepancies

Prepare monthly client A/R billing

Review homeowner accounts in collection status and appropriately communicate, escalate, and serve as legal liaison to resolve

Recording and posting daily receipt of all checks and payment files from third parties

Researching and processing customer claims of invoice payments

Works in partnership with management and the accounting staff to resolve escalated invoice issues

Assist management with client audit requirements

Assists with month-end financial close, as deemed necessary

Assist with annual preparation of 1099s and the 1096 summary transmittal forms

Review and respond to homeowner inquiries surrounding general inquiries and account/billing status

Process homeowner amenity access requests

Authority/Budget/Decision Making/Discretion and Independent Judgment Ability: N/A

Physical Requirements: Ability to stand and walk for 4 hours straight or up to a full 8-hour day; sit for extended periods; kneel and bend at the waist; walk up and down stairs; walk on unlevel terrain; use hands to finger, handle or feel; reach with hands and arms; talk and hear. Ability to lift and/or move up to 25 pounds. Specific vision ability required by this job include close vision, distance vision, color vision and peripheral vision.

Qualifications

Education: Associate degree or higher preferred. Industry certifications preferred.

Experience: Minimum of 2 years' experience in accounting and/or administration

Competencies:

Knowledge of Microsoft Office products (Word, Excel, Outlook, etc.) at a proficient level

Knowledge of typical business correspondence (grammar, structure, punctuation, spelling, etc.) at a proficient level

Knowledge of conflict resolution techniques at a proficient level

Professional communication skills (phone, interpersonal, written, verbal, etc.)

Professional customer service skills

Self-motivated, proactive, resourceful, detail-oriented and collaborative

Time-critical prioritization skills

We are not taking resumes from recruiters at this time.

Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.