Client Services Coordinator - Paragon Property Management Group

About the role

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

Qualifications

• Education: Associate degree or higher preferred.
• Industry certifications preferred.
• Experience: Minimum of 2 years’ experience in accounting and/or administration

Skills

• 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

Requirements

• Physical Requirements: Ability to stand and walk for 4 hours straight or up to a full 8-hour day; sit for