Ensure proper document management measures are followed for all leased, owned and other associated documents.
Maintain file retrieval/storage, scan documents, and open/distribute mail
Review client invoices in conjunction with lease requirements and collect proper supporting back-up documentation from landlords/billing authorities and confirm all calculations are correct
Conduct desktop audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations, interpret, and analyze all charges for accuracy, in accordance with lease documents.
Directly responsible for dispute resolution with landlord for any identified discrepancies
Responsible for ensuring the financial obligations of our Clients is accurate and that monthly rents are processed in a timely manner
Oversee and manage the subtenant process including the recording and collection of monthly rent and the pass-through of invoices and year-end reconciliations
Communicate frequently with internal and external partners. Notify client of critical dates, real estate policies and procedures, and assist with general inquiries
Request and process certificates of insurance as required by the lease document
Review Estoppels and Subordination Non-Disturbance Agreements (SNDA’s) against the lease terms
Regularly exercises good judgment and logic in responding to leased and owned property inquiries from the client and/or landlords
Ensure that productive landlord and subtenant relationships are maintained in accordance with the lease and sublease agreements
Establish task priorities and create schedules for portfolio objectives
Able to manage multiple projects/priorities in a fast-paced environment
Assist managers with timely and accurate financial and critical date reports for client presentment, identify and record savings, identify exceptions, investigate causes of exceptions, and recommend solutions
Assist or oversee special projects as requested by the client or leadership
Partner with the manager and transition team to get new accounts established quickly and smoothly
Assist manager or oversee the creation and continuous updates to process playbooks
Provide guidance and direction to other Portfolio Coordinators on various tasks and projects
Train new associates
Continuously seek business expansion opportunities with existing clients and develop those opportunities
Stay up to date on the latest industry standards and trends
Requirements
High School diploma or GED required
Bachelor’s Degree preferred in any field; business, finance/real estate, accounting ideal
2+ years of experience in auditing or related field
Expertise in cost analysis, gross up calculations, review of ledgers, contracts, and other financial books and records
Ability to understand and interpret complex real estate lease terminology
Working knowledge of financial terms
Strong proficiency with MS Office Suite (MS Word, Excel, and PowerPoint)
Benefits
health, vision, and dental insurance
flexible spending accounts
health savings accounts
retirement savings plans
life and disability insurance programs
paid and unpaid time away from work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
auditingcost analysisgross up calculationsfinancial analysisdocument managementlease interpretationinvoice reviewreconciliationdispute resolutionproject management
Soft skills
communicationjudgmentlogicrelationship managementorganizational skillstime managementproblem-solvingleadershiptrainingbusiness development