CMA Transitions Coordinator

Position Purpose:
The Transition Coordinator is an entry level Accounting/Transition role with a basic understanding of accounting and/or office support concepts. S/he will be a flexible, multi-tasking, self-starter capable of performing general Transition functions in support of the Transition Team (typically 3-4 Transition Accountants) in a professional, consistent, and positive manner, in accordance with team goals. S/he works closely with team members to ensure the quality & orderly transition of new clients to CMA.

Major Tasks, Responsibilities and Key Accountabilities

• Support Transition Team at various stages, working approx. 30-40 properties during the Transition period.
• Ensures proper setup and change of address completed for Association bills. Ensures utilities are in the name of the Association and are paid up to date upon onboarding with CMA. Ensure that any association bills that are set up on ACH are communicated to Accounting to ensure proper vendor setup in Strongroom (i.e. to prevent duplicate payments).
• Serves as point of contact for new management company for departing properties. Collects, disseminates, and schedules delivery of requested documentation & records to new management.
• Creates the initial Management fee invoice for each new property.
• Maintains various schedules & checklists for follow-up and historical reference.
• Assist with other Transition Issues and Special Projects, as assigned.

Nature and Scope

• Serves as a team member of Transition Team, providing backup and learning from senior team members.
• Must possess strong written and verbal communication skills.
• Will be communicating with all levels of personnel, other property management companies, and board members for CMA clients, so clear and concise communication is a must.
• Excellent customer service and organizational skills are required.
• Must be detail-oriented and dependable and consistently contribute as a team player.
• Must be able to prioritize workload and function at times without supervision.
• Must have a positive and professional appearance, attitude, and demeanor.
• Position demands willingness to learn, consistent accuracy, and a sense of urgency.

Education Required

• The knowledge, skills, and abilities gained through the acquisition of a high school diploma and/or GED.
• Proficiency using Microsoft Office applications and Outlook email.
• Proficiency using Vantaca HOA Accounting Software and/or Strongroom lockbox payables system preferred.
• Bachelor’s Degree and/or equivalent industry experience preferred.

Experience Required

• 1-2 years of relevant work experience in an office environment.

Environmental Job Requirements

• Office Setting, appropriate business casual attire required.
• Physical demands involve processing, lifting & moving incoming & outgoing boxes (25 to 30 pounds).
• Lengthy periods of sitting, standing, bending, and stooping are required.
• In office required. Hybrid remote schedule may be available if approved by Supervisor, and subject to change.

Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. This is not an all-inclusive job description; therefore, management has the right to assign or reassign schedules, duties, and responsibilities to this job at any time.