Transition Specialist

Job Title

Transition Specialist

Job Description Summary

POSITION PURPOSE

Provide additional value to our clients, both internal and external, by verifying the transition process cross functionally has been followed and all transition tasks for each individual assignment has been completed. Lead and command the internal and external clients through the transition process with exceptional organization, communication, and rationale to provide a comprehensive and positive experience.

Job Description

ACCOUNTABILITIES

May be responsible for one or more of the following:

• Plan, analyze and complete all required tasks of onboarding and offboarding newly awarded Multifamily property management assignments with minimal guidance and/or supervision using department tools

• Lead communication among regional property managers, client accounting, corporate accounting, human Resources, technology & data solutions, ancillary services team, conversion team, external service providers, and clients involved in the property transition

• Deliver a positive client (internal and external) experience during onboarding and offboarding

• Identify unique transition needs and utilize critical thinking skills to plan and outline the best workflow to accommodate internal partners and external clients

• Serve as knowledge hub for both external clients and internal partners for all aspects of property transitions

• Operate with the highest data integrity across all platforms in a timely and efficient manner 

• Understand parameters in place for quality assurance as well as the ability to self-audit

• Review new opportunity pipeline, pricing, and notification process with thorough understanding of impact of accurate and timely data for financial planning, project creation, and national statistics

• Excellent written and verbal communication with all internal partners and external clients across all platforms 

• Collaborate with team members and fully align with the delineation of duties to complete all required tasks and deliverables 

• Ability to discern a high-risk task or deliverable and the knowledge of timing and who to best escalate issues to 

• Effectively lead and manage multiple transitions all at various stages of completion simultaneously at an elevated level of data integrity and service to internal partners and external clients 

• Identify areas of improvement needed on internal processes for onboarding and offboarding and provide solutions for process change and technology solutions to improve accuracy and efficiency

• Participate in regular touch bases with your manager to facilitate personal and department goals, work through challenging transitions and enhance the culture of the team through personal development 

• Promote consistent best practices for property transitions by sharing learned experiences with the team as well as update internal process documents or suggesting improvements to workflows 

• Collaborate with account managers RVPs (Regional Vice Presidents), and RPMs (Regional Property Managers) to field questions, establish solutions, and create/improve tools

• Serve as a change champion and remain flexible

• Maintain expertise and resolve all property management issues and questions around property onboarding and offboarding

• Ability to lead, create, assign deliverables and outline timing projections for ad hoc projects 

• Interpret complex revenue and expense categories as it relates to client invoicing - including but not limited to payroll reimbursement, fee revenue, due from client expenses

• Understand and communicate employee allocations and related Workday work tags

• Promote and monitor compliance requirements for both SOC controls, SOX controls, and property operations

• Deliver presentations to clients during pitches

MINIMUM REQUIREMENTS

• Bachelor's degree

• 3+ years of relevant experience

• Or any similar combination of education and experience

• Experience in multifamily real estate and basic accounting knowledge, including understanding Property Management function (preferred)

• Proficiency with Microsoft Office products, including Word, Excel, and Outlook

• Ability to understand and interpret complex real estate terminology

• Effective and efficient time management skills

• Detail oriented, organized, and thorough

• Proven record of providing excellent internal and external customer service

• Excellent interpersonal skills with high initiative, flexibility, and team approach to work

• Excellent oral and written communication skills to include ability to create and hold presentations

PHYSICAL REQUIREMENTS

• Involves work of a general office nature; typically includes extended periods of sitting and/or operation of a computer for up to 8 hours

• May involve periods of standing, such as operating at a copier/fax/scanner

• Regularly required to talk, hear, and use hands and fingers to write and type

• Ability to speak clearly so others can understand you

• Regularly required to utilize vision abilities, allowing reading of printed material, graphics, and computer displays 

• Ability to observe details at close range

COMPANY BENEFITS

• 120 Hours Paid Time Off annually; prorated upon hire

• 40 Hours Sick Time annually; prorated upon hire

• 2 Volunteer Days annually to support causes important to you & your community

• 12+ Company Holidays

• Paid Parental Leave 

• Medical, Dental, Vision, & Life Insurance, with other supplementary benefit options, including pet insurance; Pre-Tax spending accounts

• Company Discounts Program to many major retailers & service providers

• Company-provided Personal & Professional Development, including access to LinkedIn Learning, Employee Assistance Program, & Counseling Services

The above-referenced position summary is a guideline designed to present an overview of job duties and is not intended to be a comprehensive list of responsibilities and requirements.

Cushman & Wakefield also provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including health, vision, and dental insurance, flexible spending accounts, health savings accounts, retirement savings plans, life, and disability insurance programs, and paid and unpaid time away from work. In addition to a comprehensive benefits package, Cushman and Wakefield provide eligible employees with competitive pay, which may vary depending on eligibility factors such as geographic location, date of hire, total hours worked, job type, business line, and applicability of collective bargaining agreements.
The compensation that will be offered to the successful candidate will depend on factors such as whether the position is covered by a collective bargaining agreement, the geographic area in which the work will be performed, market pay rates in that area, and the candidate’s experience and qualifications.
The company will not pay less than minimum wage for this role.
The compensation for the position is: $ 68,000.00 - $80,000.00Cushman & Wakefield is an Equal Opportunity employer to all protected groups, including protected veterans and individuals with disabilities. Discrimination of any type will not be tolerated.

In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected]. Please refer to the job title and job location when you contact us.

INCO: “Cushman & Wakefield”