Senior Residential Financial Specialist

BASIC PURPOSE:

The Senior Residential Financial Specialist is a seasoned team member with demonstrated success in the critical job functions of an RFS and has proven leadership skills among team members and regional site teams.

Under the direction of the Residential Financial Director, the Sr. Residential Financial Specialist demonstrates expert level knowledge of the policies and procedures within the Central Business Group serves as the Supervisor’s primary resource for daily operations.  

The Sr. RFS  is responsible for assisting the Director and Supervisors in on-going training on the accurate bookkeeping/posting of all resident transactions for the properties/portfolio in accordance with set policies and practices; thereby, ensuring income optimization. This position serves as the expert internal policies and practices relating to property bookkeeping and systems.

This position spends approximately 10% of his/her time performing guidance/retraining functions for the  Specialists, 10% analyzing performance  and metrics reports, 80% performing Specialist responsibilities.

ESSENTIAL FUNCTIONS:

?     Assist with ongoing training for new hires within the department, as well as refreshers to

      existing employees.

? Provides general guidance to the RFS team and serves as a subject matter expert and resource for daily RFS inquires.

?    Ensures the team adopts all policy & process changes and responds positively and     

     creatively to changes within the department.

? Assists the Director and Supervisors in monitoring team’s performance against objectives.  Evaluates team processes, policies and procedures, productivity, quality, and customer-service standards.  Also, helps identify and resolve issues.

? Provides leadership to Specialists on analysis and recommendations to their regional Property Management teams.

? Performs Specialist responsibilities, to cover for vacations and absences of Specialists.

? Assesses compliance performance of properties through audits and identifies areas of improvement for the property and CBG.  Assists Supervisors with audit responses and disputes.

? Ensures that established company accounting programs, policies and procedures under RFS responsibility are adhered to in assigned portfolios.

? Assists with special projects as requested.

? Represents the Company in a professional manner at all times.  Consistently maintains a professional courteous attitude when dealing with residents, coworkers and the general public.

The Company may revise this job description from time to time as business needs require.  It is not intended to be an exhaustive listing of all the functions of the job, nor limit the Company’s right to assign other functions to an employee in this position.  This job description does not constitute a written or implied contract of employment.

JOB QUALIFICATION REQUIREMENTS:

Knowledge/Experience:

A high school diploma or equivalent is required.  A college degree or some college coursework is preferred.  Four or more years of professional work experience in a Bookkeeping or Accounting related position and at least 1 year as Residential Financial Specialist is required.  Multifamily experience is preferred. Must be able to demonstrate ability to work unsupervised.  Must have significant knowledge of management and basic accounting principles.   Must have strong analytical skills.  Must demonstrate leadership qualities with the ability to evaluate team productivity, and provide feedback on team performance.  Must have excellent written, verbal and presentation skills; must be a confident and effective communicator at all levels of the organization

Machines, Tools and Equipment, Software:

Strong computer proficiency in Google, Microsoft Office, specifically Excel, Google, and MRI.

JOB COMPETENCIES:

Results Oriented:  strives to achieve goals/measures performance against results/develops standards to measure results/sets challenging goals/persists in the face of difficulty/takes risks and has a strong sense of urgency

Building Effective Teams: assists group in understanding roles/removes organizational barriers and identifies resources/champions team within the organization/provides input without taking over

Business Acumen: understands business and industry/keeps current on industry trends/articulates critical business issues/translates knowledge to actionable plans

Developing Others: provides feedback/assists others in gaining skills/creates a culture that fosters development/a “people builder”

Initiative: seeks out challenges/finds opportunities that contribute/partners with peers/pushes self and others to exceed expectations

Managing Performance: sets clear outcomes/promptly addresses problems/adjusts activities and goals to changing business strategies

Comfort Around Higher Management: presents information clearly and concisely/builds trusting relationships with executives/provides “resolution-based” information/assertive without aggression/understands executive language and thinking

Functional / Technical expertise: demonstrates a high degree of knowledge on job functions / systems and routinely applies knowledge skills to produce high quality outcomes

Analytical: consistently gathers pertinent information needed to assess / understand problems.  Can establish links between multiples programs and then select/suggest best action (s) for resolution and future improvements.  Utilizes organizational skills effectively

Communication: get to the point quickly and succinctly; can make complicated concepts and data clear to others; exceptional listener, even under stressful situations; displays a keen sense of what to say in various situations

Customer Service: always responsive to customers’ needs, asks questions and consistently anticipates customers’ needs, completes tasks for customers ahead of deadlines

Dependability/reliability: consistently presents work that is timely, thorough, and accurate and goes beyond the scope of what is generally expected

Problem-solving: proactively identifies potential problems and takes appropriate action for resolution; consistently selects courses of action that demonstrate excellent judgment and creative problem solving

Judgment: consistently gathers all necessary data and arrives at high quality decisions and recommendations with an eye on impact; appropriately alerts others of pending actions / decisions; uses keen observation and applies analytical thinking to make decisions, even under difficult situations

PHYSICAL AND VISUAL ACTIVITIES:

Ability to hear and speak well enough to converse verbally over the phone and in-person (expressing or exchanging ideas by means of the spoken or written word). Ability to interpret, evaluate and communicate detailed written or verbal instructions to others accurately and easily.   Able to see well enough to use the computer effectively and read written communications.  Ability to lift, push, pull or carry up to 15 pounds for the dissemination of documents, supplies, materials, etc. to various locations throughout the office/facility. May be required to climb stairs depending on the property structure.

The above describes the physical and visual activities that are commonly associated with the performance of the essential functions of this job.  “Commonly associated” is not intended to mean always or only.  Reasonable accommodation will be provided as required by law to enable otherwise qualified employees with a known disability to perform the essential functions of the job.