About the Role: Under general supervision, upholds the integrity of real estate portfolio data for assigned client portfolio. Research, Inputs, maintains, organizes and reports on information regarding lease dates, dollar values and financial accounting transactions into a lease management software database. Reviews, processes and reconciles AP transactions to ensure accurate and current lease information is maintained.
Configure and maintain workflow processes, including triggers, actions, and notifications. This job is a part of the Lease Administration functional area which focuses on providing real estate portfolio administration, database management, accounts payable and receivable, and audit services. What You’ll Do: Configure and maintain workflows using Salesforce to process and route documents. Analyze incoming documentation (e.g., invoices, requests, notices, reports) to understand its content and purpose.
Accurately process documents based on predefined criteria. Abstracts lease documents and edit system for accuracy. Edits narratives to support computer generated reports. Provides narratives on monthly variance reports. Provides lease analysis and interpretation of lease information to clients. Assists manager in resolving critical issues for clients by researching and gathering information about payment transactions, lease terms and other relevant items as requested.
Have knowledge of standard real estate principles with practical experience in applying them. Lead by example and model behaviors that are consistent with CBRE RISE values. Exercise full accountability for the end-to-end performance of your assigned portfolio. Work within standardized procedures and practices to achieve objectives and meet deadlines. Communicate complete and accurate information, ask questions, and check for understanding.
Job description provided by CBRE Group.
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