Security Deposit Assistant

Job Purpose: To contribute to the department’s efficiency by tracking placements, managing security deposit processes and ensuring a correct financial total at the end of the policyholder’s placement.

Essential Job Functions:

• Track move out placements using ACT database.
• Send move out confirmation to landlord’s requesting security deposit return.
• Task follow up each placement with a security deposit due back from a landlord to ensure proper and timely return.
• Send security deposit disposition paperwork to Insurance Company.
• Audit files for billing/payment accuracy.
• Maintain customer deposit files – computer & manual.
• Record security deposit refunds returned from landlords.
• Send any deduction paperwork (invoices, receipts and photos) received from landlords’ and the furniture company to customers.
• Issue security deposit payments to clients.
• Other duties as assigned.

Basic Knowledge and Skills:

• At least three years of customer service experience.
• Property Management experience a plus.
• Proficient in Microsoft Office Products.
• ACT database experience a plus.
• Must have excellent verbal & written communication skills, be very organized, have strong problem-solving skills & the ability to multi task.
• Should have experience with accounting software/payables and have a professional phone demeanor with the ability to handle intricate personalities