Client & Portfolio Management

• Serve as a primary point of contact for clientsregardingproperty status, account activity, projects, and service requests.

• Maintain positive client relationships through proactive communication andtimelyfollow-up.

• Support commercial, residential, and mixed-use real estate portfolios.

• Assistwith property sales, acquisitions, ownership transfers, and portfolio transitions.

Operations Administration & Reporting

• Monitor teaminboxesand respond to client, vendor, and internal inquiries.

• Maintain control reports, ticklers, and operational tracking tools.

• Update andmaintainaccount information within Specialty Asset and proprietary systems.

• Maintainaccurateelectronic records through scanning, indexing, and document management practices.

Financial Processing

• Process Accounts Payable transactions including utilities, taxes, mortgage payments, maintenance expenses, and vendor invoices.

• Process revenue transactions including checks, wires, ACH payments, and cash movements.

• Research and resolve payment discrepancies and out-of-balance conditions.

• Reconcile reports and invoices to ensure accuracy and compliance.

• Reviewing,understandingand setting up loans in system

Vendor & Property Coordination

• Research, evaluate, onboard, andmaintainqualified vendors.

• Coordinate inspections, appraisals, repairs, maintenance activities, and preservation services.

• Track maintenance projects and ensuretimelycompletion.

Compliance, Problem Resolution & Special Projects

• Ensure adherence to regulatory requirements, company procedures, and client directives.

• Investigate and resolve operational exceptions and service-related concerns.

• Assistwith client projects, data updates, and process improvements.

Required Experience

• Strong client service and relationship management skills.

• Excellent verbal and written communication abilities.

• Proficiencyin Microsoft Office Suite including Outlook, Excel, Word, and Teams.

• Strong organizational, analytical, and multitasking abilities.

• Knowledge of real estate operations, property management, loans, financial transactions, vendor management, and compliance requirements.

• Bachelor's degree or equivalent combination of education, training, and relevant experience.

• 4–6 years of experience in real estate operations, property management, portfolio administration, financial processing, or related fields.

• Strongproficiencyin Microsoft Office Suite and ability to learn proprietary systems quickly.