Transitions Specialist

Portus LLC•Denver, CO

1d•$70,000 - $85,000

About The Position

The Transitions Specialist leads the onboarding and offboarding of properties for Zellis and serves as the primary point of contact for clients, brokers, property teams, and internal departments throughout transitions and due diligence. The role coordinates operations, accounting, HR, marketing, systems, and other stakeholders so tasks are completed on time, expectations are clear, and clients receive a smooth and professional experience. The specialist manages client expectations in accordance with Zellis policies and procedures, addresses issues and potential challenges proactively, and helps guide onboarding and offboarding decisions in the client’s best interest. The position manages transitions across different asset types, deal types, regions, markets, and operators. It maintains accurate transition information and project status in Yardi Voyager, Monday.com, and other company systems; reviews reports and property management deliverables for accuracy; and identifies opportunities to improve processes. The specialist also serves as a resource on the transition process, assists and trains colleagues, and supports workflow continuity when deadlines are at risk. The role requires at least three years of experience in property management, client services, or transitions/onboarding, including multifamily residential property management experience. It requires strong professional communication, client-service, organizational, and problem-solving abilities, familiarity with property management software, proficiency in Yardi Voyager and Microsoft Office, and proficiency in Monday.com or a similar project management tool. A bachelor’s degree in Business, Real Estate, or a related field is preferred, or equivalent professional experience. The position involves extended periods sitting while working on a computer or attending meetings, communicating in person, by phone, and digitally, moving around the office including climbing stairs, and occasionally lifting, carrying, pushing, or pulling up to 25 pounds. Minimal driving may be required for bank visits, auditor meetings, or occasional property visits. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

At least 3 years of experience in property management, client services, or a transitions or onboarding role.
Experience in multifamily residential property management is required.
Demonstrated experience interacting daily with clients, brokers, or ownership groups.
Familiarity with property management software systems and proficiency in Yardi Voyager.
Proficiency in Microsoft Office and Monday.com or a similar project management tool.
Strong general understanding of Zellis policies and procedures.
Strong general understanding of conventional, affordable, new development, build-to-rent, and student asset types.
Strong general understanding of management change, new development, acquisition, and receivership deal types.
Understanding of differences among regions, markets, and operators, and ability to prepare for those differences when transitioning properties in multiple markets.
Ability to review reporting and property management deliverables for accuracy.
Exceptional professional written and verbal communication skills, with ability to accept feedback and collaborate across departments.
Ability to sit for extended periods while working on a computer or attending meetings.
Ability to communicate effectively in person, over the phone, and through digital platforms.
Ability to move around the office, including climbing stairs.
Ability to occasionally lift, carry, push, or pull up to 25 pounds.
Minimal driving may be required for bank visits, auditor meetings, or occasional property visits.

Nice To Haves

Experience supporting property onboarding, offboarding, or due diligence is strongly preferred.
Third-party property management experience is preferred.
Experience training or mentoring new associates is preferred.
A bachelor’s degree in Business, Real Estate, or a related field is preferred; equivalent professional experience is accepted.

Responsibilities

Serve as the lead point of contact for clients, brokers, and internal teams during property onboarding and offboarding, responding promptly to needs.
Explain the transition and due diligence process to clients and internal team members, manage expectations, and follow Zellis policies and procedures.
Ensure all transition and due diligence tasks are completed on time by the specialist and involved departments.
Oversee property dispositions and due diligence activities to keep them on schedule and within scope.
Coordinate with all departments involved in property transitions and provide the information and support they need.
Deliver a strong first and final impression to clients and address client issues with solutions aligned with Zellis policies.
Identify and address potential challenges before they escalate, and help guide onboarding and offboarding decisions based on client success.
Maintain accurate transition data and project status in Yardi Voyager, Monday.com, and other company systems.
Review reporting and property management deliverables for accuracy before sharing them with clients or internal teams.
Help team members understand the transition process and their responsibilities and expectations.
Train and support new associates, and intervene or notify the appropriate party when a teammate is at risk of missing a deadline.
Identify transition-process improvements within the team and across departments, sharing feedback and proposing solutions.
Prepare for differences in asset types, deal types, regions, markets, and operators across property transitions.
Serve as a transition-process knowledge resource for departments and clients, and connect people with appropriate resources when questions are outside the role’s oversight.