Client Services Coordinator - Paragon Property Management Group

Green Brick Partners, Inc.; Plano (TX); Presencial; USD 45.000 - 56.000; Jornada completa

Descripción de la vacante

Green Brick Partners, Inc. in Plano, TX seeks a Client Services Coordinator to support back-office processes, onboarding data, and homeowner communications. You will help with invoicing, lender questionnaires, and maintenance of management software for homeowner setup.

The role requires an associate degree or higher and at least two years in accounting or administration, with strong MS Office skills and professional communication. On-site position.

Formación

• Associate degree or higher preferred; industry certifications preferred.
• Minimum of 2 years’ experience in accounting and/or administration

Responsabilidades

• Involved in creating best practices and refining back-office processes.
• Assist with onboarding new communities data collection and entry.
• Prepare welcome letters and homeowner setup in management software.
• Assist with preparation and delivery of resale certificates and lender questionnaires.
• Handle monthly client A/R invoicing and respond to homeowner inquiries.

Conocimientos

Microsoft Office proficiency

Professional communication

Customer service

Time management

Problem solving

Educación

Associate degree or higher preferred

Industry certifications preferred

Herramientas

Microsoft Word

Microsoft Excel

Microsoft Outlook

Descripción del empleo

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.

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, elevate, 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

Associate degree or higher preferred. Industry certifications preferred.

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.