Invoice Approval and Reconciliation:
- Review invoices submitted from property management company. Confirm work has been performed, and invoice has not already been paid. Submit internally for approval to pay, or track if already paid or work not completed.
- Compile monthly packages of paid capital expenditure invoices to submit to lender.
Weekly Agendas
- Prepare weekly agendas for calls with property management companies, compiling data from various weekly performance reports.
Gather Info and Files on Prospective Acquisitions and Input Financial Information
- Communicate via email with brokers on potential acquisitions, to get basic info on property, and access to data room.
- Download files. Input basic metrics on underwriting tracker spreadsheet.
- Input financial information into Excel underwriting spreadsheet in preparation for financial analysis of prospective acquisitions.
Monthly and Quarterly Investor Updates
- Compile monthly and quarterly reports in preparation for monthly investor updates.
- Identify select performance metrics from reports for inclusion in monthly investor updates.
Coordinate scheduling/re-scheduling calls/zoom meetings
Ongoing social media posts
- Posts based on social media campaign, which may vary depending on whether we are in a fundraising period. Posts will be approved in advance.
Prepare and Send Weekly Email Newsletter
- Compile list of relevant articles to include in weekly newsletter.
- Prepare 1-2 sentence synopsis of articles, with link to article
- Promote current investment opportunity
- Send article to email list
ProVisors Lead Generation
- Initial outreach and scheduling to generate potential ProVisor investor referrals
Schedule: M-F 8AM-5PM or 9AM-6PM (depending on the client)
Benefits: full remote, fixed weekends off, paid time-off*, birthday off*, health insurance reimbursement*
Salary: $900-$1,000 DOE
*upon successfully passing the probationary period