
Real Estate & Customer Experience Coordinator
- Milpitas, CA
- Permanent
- Full-time
- Support a team of three Property Managers (Real Estate & Customer Experience (RECX) Manager), and a Maintenance Technician by providing operational and communications support to enable them to dedicate more time to meeting their customers’ needs.
- Work closely with Leasing, Construction, Customer Account Representative, Essentials, Solar, Energy, and other various internal teams.
- Assist RECX Managers with customer repair requests and coordinate with Maintenance Technician and vendors as necessary. Monitor tickets through our online portal and update accordingly.
- Work closely with the Customer Account team on customer payment collections; update various Accounts Receivable reporting databases as required.
- Process vendor and customer payments on our various Accounts Payable platforms. Review and complete coding prior to RECX Managers approval as required.
- Prepare various customer related paperwork for distribution including but not limited to contact lists, annual payment schedules, and annual reconciliations.
- Distribute work notification memo’s to customers.
- Assist with vendor contract preparation via DocuSign and manage the completed documents.
- Receive, direct and follow-up on incoming phone calls.
- Maintain accurate records for a variety of areas including utility meters, lockboxes, fire alarm codes, and customer contact information.
- Other special projects as assigned.
- Adhere to Company property management policies and procedures, codes, regulations and governmental agency directives. Maintain compliance by ensuring all property records are maintained in accordance with all legal requirements and Company policies and/or practices.
- Requires a High School Diploma or General Education Degree (GED).
- 3+ years of experience in administrative role, customer service, real estate or related field.
- Excellent communication and interpersonal skills, with a strong ability to build and maintain relationships with internal and external customers, team members, and external partners to complete various projects and assignments.
- Strong organizational and time management skills, with the capacity to prioritize tasks and meet deadlines, with a sense of urgency and follow-through.
- Good mathematical and analytical skills.
- Proficient knowledge of Microsoft Office Suite (e.g., Word, Excel, PowerPoint, Outlook).
- Positive, proactive work ethic and attention to detail.
- Show tact, discretion, confidentiality and good judgment in handling sensitive and confidential matters and documentation.
- Valid driver’s license and the ability to travel to multiple properties.
- Knowledge of CRM systems as Yardi, salesforce
- Familiarity with real estate processes and documentation, such as purchase agreements, leases, and property management responsibilities.