Sage Management Career Opportunities

 Position Summary

The Client Accounting Specialist – Collections is responsible for administering the assessment collection process for assigned community associations, including delinquency monitoring, payment processing, homeowner account reconciliation, pre-lien administration, attorney coordination, and collection reporting. This position works collaboratively with Community Managers, Accounting, legal counsel, collection agencies, and homeowners to ensure collection activities are completed accurately, professionally, and in compliance with Association governing documents, company policies, and applicable Nevada law. The Client Accounting Specialist serves as the primary accounting resource for homeowner collection matters and is expected to maintain the highest level of confidentiality, professionalism, accuracy, and customer service.

Essential Functions:

Assessment Collections

• Review homeowner aging reports on a scheduled basis.
• Monitor delinquent accounts and initiate collection activity according to Association      Collection Policies.
• Prepare, review, and process collection notices.
• Verify homeowner account balances and ownership status before collection actions are initiated.
• Maintain detailed records of all collection activities.
• Monitor payment deadlines and statutory timelines.
• Establish approved payment plans and monitor compliance.
• Prepare payment plans in accordance with association policies.
• Follow up on delinquent payment arrangements.
• Recommend accounts for legal escalation when appropriate.
• Process collection-related account adjustments as authorized.

Pre-Lien Administration

• Prepare and process pre-lien notices.
• Coordinate lien and foreclosure referrals with Association legal counsel or collection company.
• Ensure statutory notice requirements and collection timelines are met.
• Maintain documentation supporting collection actions.
• Communicate with attorneys regarding account status, payment activity, bankruptcies,      foreclosures, and legal updates.
• Review attorney and collection agency status reports for accuracy.

Homeowner Account Management

• Respond to homeowner  inquiries regarding:
  • Assessment balances
  • Payment history
  • Late  fees
  • Interest
  • Collection procedures
  • Payment  plan options
• Research account discrepancies.
• Resolve homeowner account issues promptly.
• Maintain professional and empathetic communication during sensitive collection discussions.
• Document all homeowner communications within the management software.

Accounting Responsibilities

• Process homeowner payments accurately.
• Reconcile homeowner accounts.
• Post adjustments and corrections with appropriate authorization.
• Assist with monthly account reconciliation.
• Review collection reports for accuracy.
• Review delinquency for accuracy.
• Assist with annual audits by providing requested documentation.

Administrative Responsibilities

• Maintain electronic collection files.
• Update homeowner account notes.
• Ensure collection documentation is complete and organized.
• Assist with special accounting projects.
• Recommend process improvements to increase efficiency and accuracy.
• Perform other duties as assigned.

Core Competencies:

To perform the job successfully, an individual should demonstrate the following competencies to perform the essential duties and responsibilities of this position:

• Exceptional attention to detail
• Strong organizational skills
• Excellent written and verbal communication
• Professional customer service skills
• Conflict resolution and de-escalation
• Sound judgment and discretion
• Analytical and problem-solving abilities
• Time management and prioritization
• Ability to manage multiple deadlines
• Ability to maintain confidentiality
• Strong follow-through and accountability

Collaboration:

This position regularly works with:

• Community Managers
• Executive Leadership
• Controller
• Client Accounting Team
• Association Attorneys
• Collection Agencies
• Homeowners
• Board Members (through management)

Minimum Qualifications:

• High school diploma or equivalent required.
• Associate's degree in Accounting, Finance, Business Administration, or related field preferred.
• Minimum two (2) years of accounting, accounts receivable, or collections experience.
• Knowledge of Accounts receivable principles
• Knowledge of Collection procedures
• Knowledge of General accounting practices
• Microsoft Office Suite, including Excel
• Accounting and management software

Preferred Qualifications:

• Experience with homeowner assessment collections strongly preferred.
• Nevada HOA collections process
• NRS 116 and related collection requirements
• HOA governing  documents
• Vantaca or similar HOA management software

Performance Expectations:

The Client Accounting Specialist is expected to:

• Process collection actions accurately and within required timelines.
• Maintain complete and accurate homeowner account records.
• Respond to homeowner inquiries promptly and professionally.
• Meet internal turnaround times for collection notices and attorney referrals.
• Minimize collection errors through careful account review.
• Maintain productive working relationships with Community Managers and collection agents.
• Demonstrate professionalism, empathy, and sound judgment during homeowner interactions.
• Contribute to continuous improvement of accounting and collection processes.

ADA Requirements:

• Ability to sit or stand for extended periods
• See and read small print, both on paper and a computer screen, quickly and accurately
• Ability to hear a human voice over the telephone and from 6 feet away

Core Values:

All Sage Management employees are expected to exemplify the company's core values:

• Seek to Understand
• Be Empathetic
• Strive for Excellence  Daily
• Obtain and Share Knowledge
• Elevate Yourself and Others

Position Summary: The Client Accounting Specialist  (Financial) is responsible for preparing and delivering accurate financial statements for community associations from start to finish. This role plays a critical part in ensuring financial integrity, supporting client satisfaction, and contributing to continuous improvement within the organization.

Responsibilities:

• Prepare monthly financial statements for community association clients, ensuring accuracy and completeness throughout the entire process
• Analyze financial data, reconcile accounts, and resolve discrepancies in a timely manner
• Maintain general ledger activity, including journal entries and account adjustments
• Ensure all reporting deadlines are consistently met in a fast-paced environment
• Communicate effectively with internal teams and to address questions and provide financial clarity
• Review financials for compliance with company standards and accounting best practices
• Identify opportunities for process improvements and provide insights and recommendations to leadership
• Support audits, budget preparation, and other financial projects as needed

Qualifications:

• Previous experience preparing financial statements, preferably for HOA or community association clients
• Strong attention to detail and a high level of accuracy
• Proven ability to manage multiple deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Proficiency in accounting software and Microsoft Excel
• Solid understanding of accounting principles and financial reporting

Preferred Qualifications

• Experience in community association management or HOA accounting

Other Requirements:

• Ability to sit for extended periods
• Ability to lift and move office supplies or packages as needed

ADA Requirements:

• Ability to communicate clearly in person, over the phone, and through written correspondence
• Ability to use office equipment and computer systems for extended periods
• Ability to read and interpret information on paper and computer screens accurately

Why Join Us?

We offer a professional and collaborative work environment where customer service and teamwork are valued. This is an excellent opportunity for someone who enjoys helping people, staying organized, and contributing to a supportive office culture.

We are seeking a professional, organized, and customer-focused Customer Support Specialist to join our team. This role serves as the primary point of contact for homeowners, residents, vendors, and visitors while supporting daily office operations and administrative functions. The ideal candidate is detail-oriented, calm under pressure, and committed to delivering exceptional customer service in a fast-paced office environment.

• Answer and manage all incoming phone calls, emails, and office inquiries in a professional and timely manner
• Serve as the “traffic control” point of contact by routing homeowner and vendor requests to the appropriate team member or department
• Log and track calls, messages, homeowner concerns, and follow-up items accurately
• Assist homeowners with account navigation, general inquiries, and procedural guidance
• Assist walk-in visitors and manage scheduled office appointments
• Process and log returned mail and coordinate postage needs
• Maintain organized records, files, and documentation in accordance with company procedures
• Monitor Vantaca and ensure timely responses and follow-up communication
• Support office operations and administrative tasks as assigned
• Communicate professionally with homeowners, residents, vendors, and internal staff
• Follow established company policies, procedures, and customer service standards
• Escalate homeowner concerns or urgent matters appropriately when needed
• Support management and team members with additional projects and duties as assigned

• Previous customer service, receptionist, administrative support, or call handling experience preferred
• Strong verbal and written communication skills
• Ability to manage multiple tasks and prioritize responsibilities in a fast-paced environment
• Professional demeanor with strong interpersonal skills
• Strong organizational skills and attention to detail
• Ability to maintain confidentiality and exercise sound judgment
• Proficiency in Microsoft Office, including Outlook, Word, and Excel
• Ability to learn and navigate account management and internal software systems
• Dependable attendance and punctuality required

• Experience working in homeowner association management or a customer service-focused office environment
• Experience with call logging systems and homeowner databases
• Working knowledge of Vantaca or similar management software preferred

• Strong customer service and communication skills
• Professionalism and accountability
• Ability to remain calm and organized under pressure
• Effective problem-solving and conflict resolution skills
• Strong multitasking and time management abilities
• Team-oriented mindset with the ability to collaborate across departments
• Commitment to accuracy, consistency, and follow-through

• Ability to work in-office five days per week
• Ability to sit or stand for extended periods
• Ability to lift and move office supplies or packages as needed

• Ability to communicate clearly in person, over the phone, and through written correspondence
• Ability to use office equipment and computer systems for extended periods
• Ability to read and interpret information on paper and computer screens accurately
• Ability to assist visitors and move throughout the office as needed

We offer a professional and collaborative work environment where customer service and teamwork are valued. This is an excellent opportunity for someone who enjoys helping people, staying organized, and contributing to a supportive office culture.