ASSET MANAGEMENT & SERVICE COORDINATOR
Summary of Function
The Asset Management & Service Coordinator is integral to the successful operation of Merit’s Asset Management program and Service department. This role requires customer interaction as well as cross functional collaboration. The Asset Management & Service Coordinator interacts daily with client data, inspection reports, and service work associated with the program.
Major Duties and Responsibilities
The Asset Management & Service Coordinator must be able to perform work duties as assigned and have a practical understanding of the following responsibilities and tasks:
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Prepares, reviews, enters, and updates information into database in a timely manner
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Verifies inspection information is complete and accurate
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Prepares complete inspection packets for customers
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Communicates with internal departments if information is incomplete
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Frequently prepares reports for review by manager
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Responsible for on-time preparation and delivery of basic inspection reports for smaller Asset Management customers
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Onboarding of new Asset Management clients
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Research and answer client questions
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Responsible for preparing and communicating proper materials for inspection to the Inspector
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Collaborate with the Inspector to collect any missing inspection information
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Inspection Repair Work Orders and Packets
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Inspection Work Orders and Inspection Packets
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Coordination of Service Work Orders and leak entry
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Cross trained in Service department billings, customer specific billing cycles, and invoicing
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Partners with Service department to ensure material inventories are accurately billed and physically managed
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Assists with management and control of open work orders
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Quality Control Spreadsheet Management and Project Update Communication
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Management of software programs used by the Asset Management department
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Works independently with direction from manager
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General office tasks including answering phones, scanning, filing, and organizing
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Other duties and projects as assigned
Organizational Relationships
This position will report directly to the Vice President. There will be frequent interaction with the Inspector, Service Superintendent, Service Crews, as well as regular interaction with office personnel. A successful Asset Management & Service Coordinator is detail oriented, customer service focused, and consistent
Experience and/or Educational Requirements
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High school diploma required.
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Experience in a construction-based industry, preferred.
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Must be extremely organized and detail-oriented.
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Ability to multi-task while continually ensuring accuracy.
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Proficient in Microsoft Suite.
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CAD/Bluebeam experience, a plus.
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Ability to communicate effectively and professionally with all internal and external levels of the organization.
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Ability to work on repetitive information accurately.
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Ability to perform math functions.
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Strong problem-solving skills.
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Effective time management and prioritization skills.
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Valid driver’s license.
Physical Requirements
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Must be able to work and perform what would be considered standard practices for this type of position in the industry.