Acccounting Operations Specialist

The Accounting Operations Specialist is responsible for supporting homeowner financial operations, account administration, collections processes, banking coordination, and community financial requests. This role serves as a key liaison between homeowners, management companies, banks, title companies, and internal accounting teams to ensure timely, accurate, and professional handling of homeowner financial matters and community administrative requests.

The ideal candidate is highly organized, detail-oriented, customer-focused, and capable of managing multiple priorities in a fast-paced environment while maintaining strong accuracy and responsiveness.

Key Responsibilities

Homeowner Community Financial Administration

Process Special Assessment (SA) payoff requests and homeowner payoff inquiries

Prepare and manage homeowner statements, including Special Assessment billing statements

Review and process homeowner change of ownership documentation

Maintain and update homeowner account records within internal systems

Create and maintain homeowner charge tables and assessment structures

Coordinate coupon ordering and homeowner payment materials

Collections Compliance

Manage homeowner collections processes, including late fees and delinquency tracking

Apply and release legal status holds in accordance with company policies and governing documents

Coordinate with management companies, attorneys, and internal teams regarding collection matters

Support compliance with community governing documents and financial procedures

Real Estate Closing Support

Process estoppel requests within required timelines

Review resale-related emails and documentation requests

Complete lender and title company questionnaires

Coordinate with title companies, lenders, homeowners, and management teams during ownership transfers

Banking Treasury Support

Coordinate bank scanner requests and related banking setup activities

Support banking and treasury-related administrative requests

Assist with homeowner payment processing inquiries and banking coordination

Tax Regulatory Support

Assist with 1099 preparation and related documentation

Support sales tax administration and reporting processes

Maintain accurate records for audit and compliance purposes

Workflow Task Management

Monitor and review Asana tasks to ensure timely completion and follow-up

Escalate unresolved issues or time-sensitive matters appropriately

Maintain detailed documentation and communication records

Collaborate cross-functionally with accounting, relationship managers, customer support, and operations teams

Qualifications

2+ years of administrative, accounting support, HOA/community management, banking, or financial operations experience preferred

Strong organizational and time management skills

High attention to detail and accuracy

Excellent written and verbal communication skills

Ability to manage multiple priorities and deadlines simultaneously

Proficiency with Microsoft Office Suite and task management systems

Experience with HOA/accounting software platforms preferred

Customer service-oriented mindset with strong problem-solving abilities

The pay range is inclusive of base salary plus any applicable bonuses or commissions.

Total compensation pay range (annual salary):

$50,000 $60,000 USD