Portfolio Coordinator

3 weeks ago


Stellenbosch, South Africa Exceed Hr Full time

**Reference: SJ 7311**

**Consultant: Sone Johnson**

**Descriptions**:

- **Leasing Administration (Admin related to prospective tenants/ clients)**:

- Creating and maintaining all Leasing Advertisements on all platforms.
- Weekly update Master Prospect Sheet: closing completed cases on instruction
- Update Pipeline and Signed Leases summary sheets from team meetings and finalise for Manco reporting.
- Follow up on leads: missed calls from the weekend and other.
- Capture / load completed Lease Reviews (CRM cases) - Ensuring that all the information on the lease is correct.
- Create new tenant accounts on MDA and update tenant information.
- Allocate tenants to units.
- Allocate rate per square meter on MDA as per AM Budget.
- Attaching all applicable documents and information to MDA and Other Systems.
- Inform Finance of new lease agreements/addendums and errors or amendments
- Application Management for Leasing (Leasing App) - To Be Implemented
- **Administration MDA Project (administration related to existing clients/ properties)**:

- Ensure updated SAPOA Plans are attached to each property (Units on MDA to correspond with the SAPOA plans).
- MDA data & server update project.
- MDA data - continued maintenance.
- Create and update tickets generated
- MDA Champions
- Ensure that communications are efficient and timely by taking and distributing minutes.
- General admin and data capturing on a daily basis.
- **Generate Reports for Asset Management and Leasing**:

- Creating and Maintaining monitoring Reports. (Including creating Power Queries to gather live information from databases)
- Assisting with EXCO & Manco Reporting: refresh and format pivots; create proposal summary, property to prospects pivot and other reports
- Leasing CRM Case Reporting
- MDA Database Project Reporting
- Market Data Reporting
- General reporting when required
- Run a weekly Prospective Tenant report and save to the Master Prospect Sheet/Tracking Report.
- Run a weekly prospect count report and circulate.

**Qualifications**:

- 2/3 years’ experience in a similar role.
- Proficient in Afrikaans & English
- Matric Qualification & Administration certificate



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