Part Time Transition Specialist

Introduction:

Seabreeze Management Company is a full-service property management firm with a diverse management portfolio of over 150,000 residential and commercial properties. Based in Aliso Viejo, California, Seabreeze has offered an unrivaled client experience to commercial common-interest developments and homeowners’ associations for over 35 years. With offices throughout California, Nevada, Arizona, Idaho, and Washington Seabreeze and its family of companies has expanded its mission to be a trusted advisor and collaborative partner with developments to build thriving associations through superior service and integrity.

At Seabreeze, people are at the heart of what we do. Our philosophy, “Passion when combined with commitment, makes anyone unstoppable” is carried out by enthusiastic and customer-centric teams who serve the communities where we work and live.

Summary: 

This position is primarily responsible for coordinating the transition of new incoming accounts to Seabreeze Management Company as well as coordinating the transition of all accounts leaving Seabreeze Management Company.

Essential Duties and Responsibilities: 

To perform this position 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. 

• Help organize and upload community documents and records into the company’s document storage system (e.g., Microsoft SharePoint).
• Receive new community information and share it with the appropriate departments to support account and system setup.
• Set up and maintain client records in CINC Systems and communicate key details with internal teams such as IT, Accounts Payable, and banking.
• Enter and update homeowner account information and balances based on records provided by prior management.
• Create recurring charges and statement mailing settings for new communities.
• Support offboarding by deactivating accounts and updating records for transitioning clients.
• Assist the transition team with day-to-day administrative tasks such as preparing inventories, uploading AP documentation, and pulling standard reports.
• Other duties as assigned.

Knowledge, Skills and Experience:

• Excellent customer service and relationship building background/skills.
• Demonstrate effective communication skills consisting of verbal, written and listening skills. 
• Collaborative decision-making and problem-solving skills.
• Demonstrate strong organizational skills and time management abilities while working in a fast-paced, multitasking environment.
• Set and communicate deadlines and follow through on tasks for clients and colleagues.
• Work independently and in a team environment.
• Property Management background a plus.
• Detail oriented, analytical and proactive.
• Minimum Education:
• High School diploma or equivalent.
• AA degree or higher a plus, or comparable business experience.

Language Skills:

The individual must have strong written communication skills, and the ability to communicate effectively with employees and clients at all levels of the organization, both verbally and in writing.  

Availability: 

Regular business hours plus overtime as needed.

Work Environment:

The work environment is a typical office building. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Seabreeze is proud to be an Equal Opportunity Employer that celebrates the diversity of our team. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other legally protected status. For individuals with disabilities who would like to request an accommodation such as an ASL interpreter, please contact Vy Nguyen at (949) 334-8166.