Owner Relations Specialist

Discover Your Potential at Whitley Penn•Dallas, TX

18h

About The Position

Whitley Penn has become one of the region’s most distinguished and fastest growing public accounting firms by providing exceptional service that reaches far beyond traditional accounting. We believe in working in collaborative teams with an emphasis on open-door policy and encouraging entrepreneurial thinking. We learn, innovate, and succeed by sharing knowledge, embracing diversity, and working together. We are all part of the same family and each person matters. We are more than just a job. How Will You Make an Impact? Answer incoming owner relations call regarding various issues, including revenue, land, division orders, JIB, A/R, and A&P Assess, direct and follow-up as necessary on all owner communications Review, sort and deliver to the appropriate groups mail directed to the land administration team Maintain owner inquiry log Maintain land and owner records in an organized manner Maintain owner's information (address, TIN, email, etc.) in our systems Verify addresses for undeliverable checks and collaborate with the appropriate division order analyst to ensure the owner account is suspend and mail change of address forms (as may be necessary) Maintain positive relationship with owners and Working Interest Partners Assist with inputting relevant owner information into various client database systems Support Land staff with day-to-day duties, as needed Assist with clerical functions, as directed Interact with Division Order, Land and Accounting resources to resolve questions related to business associate setup or payment processing issues. Add value by building relationships and trust through client and owner interactions Follow processes and procedures in an effort to drive low case count and time to resolution Participate in Cross-training to develop new skills, expand knowledge and to improve the business and customer experience

Requirements

2-3 years of industry-related experience
Strong technical acumen with MS Office suite
Related/relevant experience in client/customer services
Basic knowledge of oil/gas industry
Basic knowledge of Quorum suite of products (OnDemand Accounting, OGSYS)
Able to manage difficult or emotional situations while maintaining a professional decorum (calm, non- defensive, respectful)
Ability to work within strict time constraints and changing priorities efficiently
Excellent written, oral, and interpersonal communication skills
Ability to multi-task between several critical client situations at the same time
Seek opportunities to innovate, improve processes and look for efficiencies

Responsibilities

Answer incoming owner relations call regarding various issues, including revenue, land, division orders, JIB, A/R, and A&P
Assess, direct and follow-up as necessary on all owner communications
Review, sort and deliver to the appropriate groups mail directed to the land administration team
Maintain owner inquiry log
Maintain land and owner records in an organized manner
Maintain owner's information (address, TIN, email, etc.) in our systems
Verify addresses for undeliverable checks and collaborate with the appropriate division order analyst to ensure the owner account is suspend and mail change of address forms (as may be necessary)
Maintain positive relationship with owners and Working Interest Partners
Assist with inputting relevant owner information into various client database systems
Support Land staff with day-to-day duties, as needed
Assist with clerical functions, as directed
Interact with Division Order, Land and Accounting resources to resolve questions related to business associate setup or payment processing issues.
Add value by building relationships and trust through client and owner interactions
Follow processes and procedures in an effort to drive low case count and time to resolution
Participate in Cross-training to develop new skills, expand knowledge and to improve the business and customer experience