Transition Specialist

Cushman & Wakefield; Town and Country (MO); On-site; USD 68,000 - 80,000; Full time

Benefits offered by this job

Paid Time Off

Sick Time

Volunteer Days

Company Holidays

Healthcare

Job summary

Cushman & Wakefield is seeking a Transition Specialist to oversee onboarding and offboarding for multifamily properties. You will coordinate across regional teams, clients, and external providers to ensure a smooth transition and accurate data handling.

The role requires a Bachelor’s degree and 3+ years in related work, with strong communication and real estate knowledge. A focus on process improvement and compliant practices is essential.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant experience.
• Experience in multifamily real estate and basic accounting knowledge preferred.
• Proficiency with Word, Excel, and Outlook.

Responsibilities

• Plan, analyze and complete onboarding and offboarding tasks for Multifamily property management assignments.
• Lead communication among regional property managers, client accounting and other teams and clients during transitions.
• Ensure high data integrity across platforms and timely processing.
• Review opportunity pipeline, pricing and notification processes for financial planning and project creation.
• Deliver presentations to clients and maintain SOC and SOX compliance.
• Identify process improvements and collaborate on new tools and workflows.

Skills

MS Office

Communication

Time Management

Customer Service

Real Estate Knowledge

Education

Bachelor's degree

Tools

Workday

Job description

Job TitleTransition SpecialistJob Description SummaryProvide additional value to our clients, both internal and external, by verifying the transition process cross functionally has been followed and all transition tasks for each individual assignment has been completed. Lead and command the internal and external clients through the transition process with exceptional organization, communication, and rationale to provide a comprehensive and positive experience.Job DescriptionACCOUNTABILITIESMay be responsible for one or more of the following:Plan, analyze and complete all required tasks of onboarding and offboarding newly awarded Multifamily property management assignments with minimal guidance and/or supervision using department toolsLead communication among regional property managers, client accounting, corporate accounting, human Resources, technology & data solutions, ancillary services team, conversion team, external service providers, and clients involved in the property transitionDeliver a positive client (internal and external) experience during onboarding and offboardingIdentify unique transition needs and utilize critical thinking skills to plan and outline the best workflow to accommodate internal partners and external clientsServe as knowledge hub for both external clients and internal partners for all aspects of property transitionsOperate with the highest data integrity across all platforms in a timely and efficient mannerUnderstand parameters in place for quality assurance as well as the ability to self-auditReview new opportunity pipeline, pricing, and notification process with thorough understanding of impact of accurate and timely data for financial planning, project creation, and national statisticsExcellent written and verbal communication with all internal partners and external clients across all platformsCollaborate with team members and fully align with the delineation of duties to complete all required tasks and deliverablesAbility to discern a high-risk task or deliverable and the knowledge of timing and who to best escalate issues toEffectively lead and manage multiple transitions all at various stages of completion simultaneously at an elevated level of data integrity and service to internal partners and external clientsIdentify areas of improvement needed on internal processes for onboarding and offboarding and provide solutions for process change and technology solutions to improve accuracy and efficiencyParticipate in regular touch bases with your manager to facilitate personal and department goals, work through challenging transitions and enhance the culture of the team through personal developmentPromote consistent best practices for property transitions by sharing learned experiences with the team as well as update internal process documents or suggesting improvements to workflowsCollaborate with account managers RVPs (Regional Vice Presidents), and RPMs (Regional Property Managers) to field questions, establish solutions, and create/improve toolsServe as a change champion and remain flexibleMaintain expertise and resolve all property management issues and questions around property onboarding and offboardingAbility to lead, create, assign deliverables and outline timing projections for ad hoc projectsInterpret complex revenue and expense categories as it relates to client invoicing - including but not limited to payroll reimbursement, fee revenue, due from client expensesUnderstand and communicate employee allocations and related Workday work tagsPromote and monitor compliance requirements for both SOC controls, SOX controls, and property operationsDeliver presentations to clients during pitchesMINIMUM REQUIREMENTSBachelor's degree3+ years of relevant experienceOr any similar combination of education and experienceExperience in multifamily real estate and basic accounting knowledge, including understanding Property Management function (preferred)Proficiency with Microsoft Office products, including Word, Excel, and OutlookAbility to understand and interpret complex real estate terminologyEffective and efficient time management skillsDetail oriented, organized, and thoroughProven record of providing excellent internal and external customer serviceExcellent interpersonal skills with high initiative, flexibility, and team approach to workExcellent oral and written communication skills to include ability to create and hold presentationsPHYSICAL REQUIREMENTSInvolves work of a general office nature; typically includes extended periods of sitting and/or operation of a computer for up to 8 hoursMay involve periods of standing, such as operating at a copier/fax/scannerRegularly required to talk, hear, and use hands and fingers to write and typeAbility to speak clearly so others can understand youRegularly required to utilize vision abilities, allowing reading of printed material, graphics, and computer displaysAbility to observe details at close rangeCOMPANY BENEFITS120 Hours Paid Time Off annually; prorated upon hire40 Hours Sick Time annually; prorated upon hire2 Volunteer Days annually to support causes important to you & your community12+ Company HolidaysPaid Parental LeaveMedical, Dental, Vision, & Life Insurance, with other supplementary benefit options, including pet insurance; Pre-Tax spending accountsCompany Discounts Program to many major retailers & service providersCompany-provided Personal & Professional Development, including access to LinkedIn Learning, Employee Assistance Program, & Counseling ServicesThe above-referenced position summary is a guideline designed to present an overview of job duties and is not intended to be a comprehensive list of responsibilities and requirements.Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.The company will not pay less than minimum wage for this role.The compensation for the position is: $ 68,000.00 - $80,000.00Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [e-mail]. Please refer to the job title and job location when you contact us.INCO: “Cushman & Wakefield”