Portfolio Manager Jobs

About The Position

Requirements

• 3-5 years' experience in utility billing operations.
• Strong knowledge of the real estate and property management industry, especially with regards to utility management, current providers in the space, and the operational impact of utility billing and utility management.
• Strong working knowledge of property management accounting software, including the ability to set up new communities and accommodate client requests.
• Strong working knowledge of Microsoft Word, Excel and Google Suite.
• Ability to read, analyze, articulate and compile utility data reports.
• Willingness to assist with additional tasks, including improving the company's utility billing and management platforms.
• Excellent time management and business correspondence skills.
• Ability to work as a team player and respect those you work with.
• Ability to embrace change and new ideas.

Nice To Haves

• Bachelor's degree preferred.
• YARDI, Entrata, RealPage experience preferred.

Responsibilities

• Contribute to the transition and on-boarding process of communities transitioning to Cardinal Group’s utility billing platform, ClearCharge.
• Gathering information required to effectively transition a community, including billing reports, community information, account and service locations, meter and AMR reports, meter read reports, copies of recent bills, or other data required for implementation.
• Collaborate with third parties to ensure all data is received, audited and uploaded appropriately into Cardinal Group’s utility billing platform.
• Support of any required data submissions to EnergyStar Portfolio Manager or other utility usage benchmarking systems.
• New utility vendor setup in one or several systems involved in the utility operations
• Working directly with the Cardinal Group transitions team to support new ownership changes and the establishment of services for communities transitioning to Cardinal Group.
• Assisting in the conversion of utility accounts for new development communities, including the transfer of account ownership from development control to ownership entity control.
• Establishment of new utility accounts with utility providers, including ebill setup and the creation of new credentials.
• Contacting and communicating with utility providers directly for any needs related to the implementations and transitions.
• Following up with utility providers directly on any past due notices or other alerts.
• Assisting with electronic payments to utility providers.
• Assisting the Utility Billing Operations team in pulling monthly bills, as needed.
• Assisting with the establishment of new profiles and recurring submission of data to EnergyStar
• Other tasks, as assigned by the Manager.

Benefits

• health, vision, dental, and pet insurance.
• 401(k) retirement plan
• student loan assistance
• licensing and continuing education reimbursement
• parental leave