Finance- Administrative Assistant-Customer Support

Job Description

Job Description

Salary : $18.00 - $24.00 D.O.E.

Are you stuck in a stagnant JOB? Are you feeling uninspired by your work? Then you just need to find your why.

Our mission is to bring unity, faith, and compassion to our community. Our mission is why we wake up excited for the challenge of changing an entire industry.

It’s why we work 40 hours a week.

We come to work to serve thousands of neighbors in Central & Northern CA. We strive to enhance the community experience forever, and it all starts with our TEAM.

If what you’re doing isn’t giving you a sense of purpose and you want to join our quest to change an industry, apply today!

About Unity, Inc. :

We are an HOA Management company founded in 1979 and rebranded to Unity in 2020, owned by Sal Silva.

We have over 35 team members who are 100% dedicated to our mission and making a difference.

We service the entire Central & Northern CA regions, with our headquarters in Fresno, CA.

And by the way, we are not stuffy or corporate around here.

Here are some of the perks and benefits at Unity, Inc. :

Paid week off in December to observe the holiday season

A 401(k) match of 4% after 3 months as a team member

Health, dental and vision insurance on day 90

One fully paid workweek to volunteer for your favorite charity or nonprofit

Generous PTO and paid sick time off

We prioritize work-life balance with health and wellness days and hybrid work opportunities after 90 days of employment

It is a calling, and we are on a mission to bring UNITY and FAITH to an entire industry.

The Resident Success Agent-Finance (RSA-Finance) is a critical part of our mission to deliver timely,

accurate and professional customer service to all Residents, Board Members, and Clients of Unity, Inc.

RSA-Finance will assist owners and residents primarily through CRM database, live chat, and phone by

utilizing a variety of software tools. This position is expected to ensure exceptional service standards and

maintain a high level of customer satisfaction. Under limited supervision, the RSA-Finance performs various accounting functions.

This position works with a team to handle accounts receivable and payable processing for thousands of clients.

Performs all work within the established guidelines of GAAP.

What Winning Looks Like :

• Respond to daily cases and tasks through the CRM database by the end of the day.
• Communicate with homeowners, residents and vendors through live chat, telephone, or email in a

professional manner.

• Capture any homeowner / resident interaction through the CRM database.
• Identify and capitalize on ways to connect and WOW our homeowners and residents’ needs to

achieve satisfaction by utilizing knowledge articles and job aids to determine and provide accurate

solutions.

Ensure each homeowner or resident is registered and familiar with their Unity portal. If not, guide

them through the registration process and walk them through completing requests online.

• Follow all communication procedures, guidelines, and policies.
• Build sustainable relationships of trust, integrity, and respect in line with company values through

open and interactive communication both internally and externally.

• Responsible for communication with homeowner’s who have questions on their ledgers.
• Assist in the preparation of budgets and year-end financials.
• Assist in the preparation activities of tax returns, Year-End adjusting journal entries, federal and

state quarterly payments and 1099 income reconciliation.

Monitor and analyze accounting data, balance sheet reconciliation, financial reports, and

statements.

Achieve accounting operational objectives by contributing accounting information and

recommend strategic plans and reviews, resolve problems, and determine system improvements.

Skills Needed to Win :

Ability to assume a high level of accountability to execute and achieve results with strong

attention to detail.

Excellent customer service skills, including maintaining focus on the customer request or task in a

fast-paced environment.

• Ability to write in a style that is both professional and polished.
• Ability to speak professionally and communicate with transparency
• The ability to adapt to different software and utilize technology quickly is required.
• Accounting experience, including areas of accounts receivable and payable and cash management.
• Strong mathematical and analytical skills for monitoring accounting records and resolving

accounting problems.

Must have the ability to multi-task, meet deadlines, and follow through on work assignments in a

fast-paced environment.

Highly organized, detail-oriented, and problem-solving skills, including rolling up your sleeves

attitude.

• Ability to work both independently and in a supportive team environment.
• Proficiency in Outlook and Word is required.
• Proficiency in Salesforce is a plus but not required.

Salary :

The range for this role considers a wide range of factors in making compensation decisions, including but not limited to skill sets, experience, training, licensure, certification, and other business and organizational needs.

Compensation decisions are based on the facts and circumstances of each case. The current range is a reasonable estimate.

Join our quest! Apply now.