Goals for Client Coordinator
- Direct phone calls to the correct division
- Answer phone by 3 rings
- Phones to be turned on by 9:00 AM not 9:01 AM and ready to answer (Hours of operation may vary)
- Keep front lobby clean and organized
- Turn on all TV's, DVD player and music, if applicable, turn off at the end of the day
- Greet customers and make them feel welcome
- Keep drawers stocked
- Complete verbal and written projects
- Make sure copier is always stocked with paper
- Order Supplies and Stock them when they arrive- click here to download a complete supply list
- Stamp Envelopes, fold letters, stuff and mail
- Check mail daily
- Mail outgoing mail daily
- Prep rent receipts (cut, stamp, staple, alphabetize)
- Receive rents from residents that pay in office
- Keep up on scanning, filing, and copies needed from staff
- Prep new resident files
- Prep PI's rehab (FWT)-watch videos
- Process new pros owner calls- get name, email and phone number, notify new accounts and send out E1 email
- Prep for staff meetings and take meeting minutes, email to staff
- Print out reports (ILR and RML) for daily Huddle
- Log all complaint calls that come in, send report to manager each Friday end of day
- Assist with mailing out referral cards to agents
- Receive keys from residents upon move-out, give them a key form to fill out
- Assist team members with items that are needed such as running credit checks, checking out keys, confirming annual inspection appointments, etc.
- Make copies of any paper that residents turn in such as receipts, lease renewals and give COPY to the resident, keep the original.
- Make up "Welcome Packets" for new residents
- Assist with preparing for monthly team meeting (ordering lunch, etc.)