Portfolio Administration Coordinator

Essentialfunctionsandresponsibilities

• Review, abstract and/or perform quality control data audits of documents including updating andmaintainingall lease information and data in our technology information systems, as

• Ensure proper document management measures are followed for all leased,ownedand other associated documents. Maintain file retrieval/storage, scan documents, and open/distribute mail

• Review client invoices in conjunction with lease requirements and collect proper supporting back-up documentation from landlords/billing authorities and confirm all calculations are correct

• Conduct desktop audits of Year-End Common Area Maintenance (CAM), Insurance, and Real Estate Tax reconciliations, interpret, andanalyzeall charges for accuracy,in accordance withlease documents.Directly responsiblefor dispute resolution with landlord for any identified discrepancies 

• Responsible for ensuring the financial obligations of ourClientsisaccurateand that monthly rents are processedin a timely manner

• Oversee and manage the subtenant process including the recording and collection of monthly rent and the pass-through of invoices and year-end reconciliations

• Communicatefrequentlywith internal and external partners. Notify client of critical dates, real estatepoliciesand procedures, andassistwith general inquiries

• Request and process certificates of insurance as required by the lease document 

• Review Estoppels and Subordination Non-Disturbance Agreements (SNDA’s) against the lease terms 

• Regularly exercises good judgment and logic in responding to leased and owned property inquiries from the clientand/or landlords

• Ensure that productive landlord and subtenant relationships aremaintainedin accordance withthe lease and sublease agreements

• Establish task priorities and create schedules for portfolioobjectives. 

• Able to manage multiple projects/priorities in a fast-paced environment

• Stay up to date on the latest industry standards and trends

Key Competencies 

CustomerServiceSkills

Communication Proficiency (oral and written)

Organization Skills

Analytical Skills

Technical Proficiency

ResearchSkills

Detail Oriented

InterpersonalSkills

Sense of Urgency

education

• High School diploma or GED

• Bachelor’s Degree preferredin any field;business,finance/real estate, accountingideal

additionaleligibilityqualifications

• Ability to understand, interpret, and abstract complex real estate lease terminology

• Working knowledge offinancial terms

• Strongproficiencywith MS Office Suite (MS Word,Exceland PowerPoint)

WORK ENVIRONMENT

This joboperatesin a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filingcabinetsand fax machines.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for75% of the time; and extend hands and arms in any direction.

aap/eeostatement

C&Wprovidesequal employment opportunity to all individuals regardless of their race,color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.  Further,C&Wtakes affirmative action to ensure that applicants are employed and employeesduring employmentare treated without regard to any of these characteristics.  Discrimination of any type will not be tolerated.

other duties

This job description is not designed to cover orcontaina comprehensive list of activities, duties or responsibilities that arerequired ofthe employee. Other duties,responsibilitiesand activities may change or be assigned at any time with or without notice.

Note: This job description includes the core responsibilities forC&W. These duties may haveslight modifications based on the regional location.