Transitions Clerk

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    "description": "<p style=\"text-align:justify\"><span style=\"font-family:Aptos,sans-serif\">William Douglas Management is seeking a Transitions Clerk for its Charlotte headquarters. Are you a driven go-getter who wants to work on a great team?&nbsp; If you like solving challenging problems, and are a determined self-starter then we want to meet you! Our culture is extremely important to us and we hire only exceptional, diligent talent who care about becoming experts and delivering quality results every day.</span></p>\r\n\r\n<p style=\"text-align:justify\"><span style=\"font-family:Aptos,sans-serif\">The Transitions Clerk requires a high degree of attention to detail and large volume data entry. Database accuracy is the foundation for providing excellent customer service to our customers, and this role is an integral part of that effort. This position will be responsible for database entries, research of accounts, and supporting several teams. We provide the training necessary to be successful in this role.</span></p>\r\n\r\n<p style=\"text-align:justify\"><span style=\"font-family:Aptos,sans-serif\"><strong>Job Responsibilities</strong></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Research accounts utilizing several programs to ensure database accuracy</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Process documents in preparation for on-boarding&nbsp;</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Register new homeowners in system</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Compile records for processing</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Data-entry within industry specific software </span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Scanning and assigning documents</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Reviewing and updating Property Tax status for all incoming associations </span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Ensuring the Registered Agent status is updated for all incoming associations</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Capture pertinent association information in system software by the time owners are imported into the system with daily updates to electronic forms as new information becomes available.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Contact the previous management company to obtain all pertinent data such as association documents, vendors and insurance carriers, financial reports and audit/tax-related documents, owner account activity, and funding.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Ensure all operational tasks are completed within expected time frames. Hold internal customers (Operations staff) accountable to timely and accurate completion of tasks.&nbsp; Follow up with responsible parties for all tasks not completed by deadlines.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Escalate onboarding issues or risks to direct Manager, VP of Community Management, Regional Directors, Regional Managers and Community Managers.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Handle all tasks related to accounts transitioning to other management companies as directed by the direct Manager, VP of Community Management, Regional Directors, Regional Managers and Community Managers.</span></li>\r\n</ul>\r\n\r\n<p><span style=\"font-family:Aptos,sans-serif\"><strong>What Skills Do We Require of our </strong><strong>Transitions Coordinator</strong><strong>?</strong></span></p>\r\n\r\n<ul>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Place the highest priority on providing exceptional service to our internal and external customers.&nbsp;</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Follow through on commitments and requests asked of you. Take ownership of your responsibilities. Openly communicate with responsible parties and direct manager about inability to meet a deadline or expectation. Don&rsquo;t miss deadlines; let others know what&rsquo;s going on and if you need additional time or resources.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Acquire in-depth familiarity with all onboarding tasks across the company, including dependencies, contingencies, deadlines, and responsible parties. </span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Be proactive about gaining clarity on changing responsibilities as roles, personnel, and departments evolve.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Proactively identify internal knowledge gaps with the onboarding/off boarding process and address training issues with management and staff as needed.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Collaborate with Transitions Team and across the Accounting Team to manage routine or urgent tasks as needed.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Solve problems at the source; as opposed to taking an indirect management route.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Constantly evaluate and adapt processes, approaches, and communication styles to ensure results are attained.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Openly, regularly, and proactively communicate with direct manager about issues, challenges, successes, and upcoming business.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Complete work tasks with consistent productivity.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Be open to feedback and coaching from anyone, including direct managers and peers, on areas of opportunities to improve.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Share feedback with others, including management and peers, to help ensure their success.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Set and attain goals related to personal growth and career development.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Challenge the status quo by suggesting and implementing process improvements.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Be open to and supportive of change in our fast-paced, growing environment.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Support a positive work environment by treating others respectfully,&nbsp;communicating with decorum and courtesy, and&nbsp;fostering healthy interpersonal relationships throughout the company.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Follow all expectations outlined in the Employee Handbook.</span></li>\r\n\t<li><span style=\"font-family:Aptos,sans-serif\">Consistently focus on implementing the vision for the company and its goals on a daily basis.</span></li>\r\n</ul>\r\n\r\n<p><strong>Qualifications</strong></p>\r\n\r\n<ul>\r\n\t<li>Experience with Community Association management is a huge plus</li>\r\n\t<li>Excellent organizational abilities</li>\r\n\t<li>Exceptional verbal, written, and interpersonal communication skills</li>\r\n\t<li>Demonstrated knowledge of Microsoft Office Suite, primarily Word, Excel, and Outlook</li>\r\n\t<li>Must be able to pass a background</li>\r\n\t<li>Full in-house training to be provided</li>\r\n\t<li>High School diploma or equivalent</li>\r\n</ul>\r\n",
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