Job Description

JOB SUMMARY

Under limited supervision, upholds the integrity of owned real estate portfolio data for global, large, complex portfolio of properties. Inputs, maintains, organizes and reports on information regarding the portfolio.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Data Entry into QuickBase or system of record pertaining to:

- Ongoing obligations (obligation type, dates, milestones, costs, reminders)

- 3rd Party Agreements - obligations, contract terms, costs (Purchase and Sale Agreement, Development Agreements, Options)

- 3rd Party Consultant contract data - cost, schedule, milestones

Accurate agreement abstract data, scanned documents, owned property data and related

documents are entered into source system managed by Client

Delivery of key reports informing the business of critical dates, contract compliance requirements, outstanding compliance requirements

Deliver ad-hoc and monthly/quarterly reports for management and sites lead reflecting portfolio statistics and metrics

Metrics and statistics to be delivered in a mutually agreed upon format

Manage key dates, obligations and milestones and provide appropriate notification to Management/Site leads of those obligations

Measure and report on data completeness per PDAMData Compliance Standards, as updated from time to time, to Client

Support data cleanup and completeness efforts including data entry of agreement and infrastructure information for aged projects:

- Identification, tracking, resolution or escalation of any document exceptions such as missing documents and information.

- Quality check of significant fields (e.g., dates, costs, sizes and options) of abstracted documents to ensure accuracy.

Prepares and distributes periodic and ad hoc reports in a timely, accurate manner. Designs reports utilizing various report writers, Google suite of projects (Sheets, Slides, Google Docs).

Reviews standard reports prepared by team members for accuracy.

Prepares and distributes critical date reports; maintains tickler system for tracking important dates and tasks.

Creates and maintains client agreement files ensuring they contain current, accurate information.

Serves as a member of a transition team, if needed, to get a new database site record set up and operating quickly and efficiently.

Cross-checks and reviews work of peers to ensure quality and accuracy of data.

Performs other duties as assigned.

SUPERVISORY RESPONSIBILITIES

No formal supervisory responsibilities in this position. Provides informal assistance such as technical guidance, and/or training to coworkers. Coordinates and assigns tasks to co-workers within a work unit and/or project.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

High school degree or general education degree required plus a minimum of four years related work experience, preferably including property management or accounting. Bachelor\'s degree from a four-year college or university with Accounting, Finance or Real Estate preferred.

CERTIFICATES and/or LICENSES

None

COMMUNICATION SKILLS

Excellent written and verbal communication skills. Strong organizational and analytical skills. Ability to provide efficient, timely, reliable and courteous service to customers. Ability to effectively present information.

FINANCIAL KNOWLEDGE

Requires in-depth knowledge of financial terms and principles. Ability to calculate complex figures and conduct financial/business analysis including the preparation of reports.

REASONING ABILITY

Ability to comprehend, analyze, and interpret documents. Ability to solve problems involving several options in situations. Requires intermediate analytical and quantitative skills.

OTHER SKILLS and ABILITIES

Intermediate knowledge of computer software and hardware (i.e. Microsoft Office Suite Products). Ability to work well under pressure. Advanced organizational skills.

SCOPE OF RESPONSIBILITY

Decisions made with thorough knowledge of procedures and company policies to achieve set results and deadlines. Responsible for setting own project deadlines. Errors in judgment may cause short-term impact to co-workers, supervisor and clients.

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