PT Compliance Agent-Livermore

The purpose of this job description is to communicate the responsibilities and duties associated with the position of COMPLIANCE AGENT. While the following information should be considered a comprehensive description of this position, it should also be noted that some responsibilities and duties may not be specifically addressed. Our company emphasizes a TEAM APPROACH and expects every person to perform any reasonable task or request that is consistent with fulfilling company objectives.

It is imperative that you review these duties, skills and physical requirements closely and that you understand that, by signing this document, you are verifying that you can perform all the duties, have the skills and posses the physical abilities that are necessary to perform the job as described.

JOB BRIEF: The Compliance Agent is responsible for outreach marketing, and is instrumental in developing marketing plans and strategies in order to maximize occupancy.  

FUNCTIONS OF THE JOB

• Greets and welcomes all visitors, residents and prospective residents. 
• Practices Fair Housing policies and guidelines at all times.
•  Answers telephone inquiries.  
•  Must be knowledgeable regarding the apartment community, its amenities, the surrounding community, and its competition.  
•  Periodically shops competition (at least monthly) to improve sales technique and gain awareness of market comparables.  
•  Responsible for updating information in the database of market comparables.  
• Meets prospective residents and records information on guest card to ascertain needs and qualifications.
• Responsible for daily data entry of all leads (phone calls, e-mails and visits) and marketing sources.
• Responsible for conducting daily follow up with prospects. 
• Responsible for daily inspection of model and or “show” apartments, amenities and the “leasing lane”. Promptly freshens as needed and reports any needed concerns or repairs needed.  
• Exhibits a positive customer service attitude and represents the community and company well.
•  Carefully conducts application verification process to ensure qualified applicants and submits to manager for approval.
• Inspects rented unit and checks keys well in advance of move in date.  
• Prepares lease agreement. Collects initial fees and assists resident throughout move in process.
• Prepares annual and interim recertifications.
• Keeps Yardi up to date with uploading resident documentation, memos, etc.
• Prepares work orders as they come in, closes them daily and submits to the manager for review.
• Collects and posts rent into Yardi and gives deposits to the Manager to put in the bank.
• Is aware of property conditions on a daily basis and reports any issues to the Manager.
• Performs any additional duties assigned by Manager or Area/Regional Supervisor/
• Scheduling: The schedule is based on business necessity, i.e. traffic flow. Occasionally requires weekend and evening hours. 

Hours are Monday – Friday 8:00 am – 1:00 pm.

Competencies:                      

• Resident Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Interpersonal Skills - Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Oral Communication - Speaks clearly and persuasively; Listens and gets clarification; Responds well to questions.
• Written and E-mail Communication - Writes clearly, informatively and professionally at all times; edits work for spelling and grammar.  
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
• Quality - Demonstrates accuracy and thoroughness.
• Quantity - Completes work in timely manner; Strives to increase occupancy.
• Safety and Security - Observes safety and security procedures; Reports potentially unsafe conditions; Uses equipment and materials properly.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities and appointments are covered when absent; Prepared and ready for appointments.
• Initiative - Asks for and offers help when needed.

Qualifications: 

• Must have basic computer knowledge.  
• Must effectively convey ideas, images and goals to a diverse group of personalities verbally and in writing.  
• Must have a drivers license and auto insurance along with reliable transportation.

Education and/or Experience:                      

• High school diploma or GED required. 
• Prior marketing or sales experience required.  
• Property Management experience a plus

Language Skills:                    

• Ability to read and interpret procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively and persuasively.
• Bi-lingual as needed.

Mathematical Skills:                      

• Ability to add, subtract, multiply, and divide three digit numbers. 
• Ability to compute rate, discount and percent.

Other Skills and Abilities:                      

• Position requires good customer service skills, including clear verbal communication and previous sales experience.
• Must be competent in the use of telephone, fax, copier, scanner, and computer, including use of e-mail, Microsoft Word, Excel, and data entry.

Driving/Traveling Requirements:

• Frequent need (33% to 66% of the time) to utilize personal transportation to inspect apartment property and surrounding neighborhood, outreach marketing and any other business activities.  
• Must have valid driver's license and automobile insurance

Physical Activities: 

• Standing, Unilateral and Bilateral Movement, Walking, Reaching, Grasping/Turning, Bending/Stooping/Squatting, Climbing Stairs, Pushing or Pulling, Writing/Typing, Finger Dexterity, Lifting/Carrying, Talking, Hearing.

Physical Demands: 

• Lifting/Carrying (paperwork, deliveries, files, miscellaneous) 

Over 25 lbs. Rare need (less than 1% of the time)

20 lbs. - 25 lbs. Occasional need (1% to 33% of the time)

Less than 20 lbs. Frequent need (33% to 66%)

Under 10 lbs. Constant need (66% to 100%)

Visual Acuity: 

• Constant need (66% to 100% of the time) to complete forms, read and review reports, wide variety of correspondence, view computer screen. Frequent need to see small detail and view computer screens.
• Frequent need (33% to 66% of the time) to see things clearly beyond arm?s reach (inspecting property, neighborhood surveys).
• Driving/Traveling Requirements
• Frequent need (33% to 66% of the time) to utilize personal transportation to inspect apartment property and surrounding neighborhood, make trips to the bank and also visit the Corporate Office.

Environmental/Atmospheric Conditions: 

• Indoors (66% to 100% of the time); frequently outdoors, all conditions (33% to 66% of the time).
• Occasional exposure to solvents, oils, fumes, flammables, pesticides, etc. (less than 10%).