Professional Community Association Management Since 1984
Houston 713-981-9000
San Antonio 210-490-0000
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Compliance Coordinator


Career Category Description

Administrative Support StaffOVERVIEW:

Administrative Personnel performs general clerical and administrative duties. This position serves as a representative of C.I.A. Services, Inc. Work hours are either 8:00 am to 5:00 pm or 9:00 am to 6:00 pm., 10:00 am to 7:00 pm, or 11:00 am to 8:00 pm. The following job description is an overview of the position’s responsibilities, however in order to maintain a "team concept" everyone may be called upon to assist in other areas in order to provide our clients with the best possible service.

Administrative Support Staff Job Description

The Compliance Coordinator is responsible for preparing and delivering closing documents (resale certificate and compliance inspection reports) as requested. This includes tracking requests and delivering completed documents through our third-party partner Uhlig/CondoCerts, and scheduling on-site compliance inspections with the community compliance inspector. Compliance Coordinators also handle communication regarding orders and closing documents via e-mail and phone.


Community Specialists
• Answers all incoming calls including calls from owners, residents and business professionals.
•Documents all communications in Red Dog system as appropriate, including notes and/or comments and contact information for the callers.
•Follows up on communications as necessary.
• Answers inquiries and questions, handles complaints, troubleshoots problems and provides correct information in a professional manner.
•Serves as the advocate for the incoming caller and provides follow-through to ensure the call receives resolution.
•Handles a large volume of the calls to and from the members, such as, but not limited to assessment collections, deed restrictions, architectural issues, facility rentals and any other general calls regarding the Association.
•Performs caller verification to ensure the call is connected to the right party.
•Performs additional responsibilities as requested.

Administrative Assistant
•Answers inquiries and questions, handles complaints, troubleshoots problems and provides correct information in a professional manner.
• Serves as back-up to the Community Specialists during periods of high call volume.
•Greets visitors to the office.
•Serve as the receptionist.
•Documents all communications in RedDog system as appropriate, including notes and/or comments. Follows up on communications as necessary.
•May handle a large volume of the calls to and from the members, such as, but not limited to assessment collections, deed restrictions, architectural issues, facility rentals and any other general calls regarding the Association.
•Performs accounts receivable data entry, such as deposits, invoicing, adjustment and preparation and distribution of payment plans.
•Performs data entry, such as name changes, communication information and address updates.
•Assists in preparation for the General and Annual Meetings with sign-in and proxy verification.
•Attends General and Annual Meetings to assist with sign-in and proxy verification and typically attends a minimum of 4 to 6 Annual meetings per year, depending upon the communities.
•Assists the Community Manager with preparation of monthly board package and meetings as determined by your supervisor.
•Coordinates attorney updates as needed.
•Account research as needed.
•Prepare written correspondence to home owners.
•Update keynames and notes in RedDog and help to keep website up to date.
•Schedule home owner hearings.
•Occasionally must attend an evening Board meeting for communities represented.
•Assists the Assistant Manager and/or Community Manager with day to day responsibilities.
•Performs daily mailing, photocopying, emails, image posting, scanning and filing as needed.
•Performs additional responsibilities as requested.

Home Improvement Coordinator
• Handles all home improvement requests from owners.
• Processes all home improvement requests to the Architectural Control Committees and processes decision letters back to the owner.
• Ensures applications and all supporting documents are image posted to RedDog.
• Must have the ability to read a basic plat map for home site to determine if adequate information has been submitted for proper review and decision. • Export online ACC applications to RedDog.
• Manually enter paper submissions to RedDog.
• If C.I.A. Services acts as the ACC committee, then you would review and make decision on applications.
• Attend ACC committee meetings if necessary.
• Communicate with ACC committee as needed.
• Performs additional responsibilities as needed.

Facilities Coordinator
• Handles all requests by owners to rent community facilities such as the clubhouse, pool, etc.
• Works within multiple communities and multiple facilities. • Maintains schedule for onsite personnel/community events.
• Coordinates hosts for private rentals where applicable.
• Coordinates training materials and training of hosts as applicable.
• Ensures pool pass information is updated annual.
• Maintains inventory of all access devices.
• Follows up with any concerns/issues resulting from any private rentals.
• Provides CM/MC a rental schedule for weekends/on call purposes.
• Maintains schedule/attendee list for all company events.
• Coordinates refreshments for all company events/seminars.
• Provides reports related to facility rentals to manager as needed.
• Communicate with board members regarding facility issues, access and inspections.
• Must have ability to coordinate calendars and communicate availability.
• Performs additional responsibilities as needed.

Compliance Coordinator
• Handles all requests for compliance inspections and certificates.
• Receives requests from owners and/or title companies and processes to an inspector.
• Receives the data back from inspections and produces a compliance certificate accordingly.
• Corresponds with individuals, title companies, etc. regarding resale certificates and compliance certificates.
• Prepare and deliver resale certificates and compliance information.
• Corresponds with inspector.
• Maintains all compliance spreadsheets.
• Ensures collection comments are entered into RedDog.
• Receive and process all payments for compliance services. • Performs additional responsibilities as needed.

Insurance Coordinator
• Maintains a schedule of all insurance policies and expirations.
• Communicates upcoming renewals to manager.
• Obtains quotes for insurance as needed for clients or corporate.
• Coordinates with BCH on the master insurance program.
• Claims administration.
• Image post insurance records to RedDog.
• Maintains a schedule of insurance for all community vendors.
• Requests updated insurance from vendors as needed.
• Educates team on insurance related issues.
• Performs additional responsibilities as needed.

Publications Coordinator
• Handles the layout of community newsletters, flyers, and other such communications for various communities.
• Coordinators with vendor to complete the printing of communications.
• Correspond with staff regarding publications.
• Prepare publications and updates as needed until final approval is obtained.
• Upload completed publications to website.
• Must demonstrate excellent writing and editing skills.
• Performs additional responsibilities as needed.


• This job has no supervisory responsibilities.

COMPETENCIES - To perform this job successfully, an individual must be able to perform each essential duty described above satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Job Technical Knowledge
• Demonstrates proficiency in areas of responsibility
• Speaks clearly and persuasively in positive or negative situations
• Writes clearly and informatively
• Uses time and resources efficiently
• Demonstrates commitment to quality, accuracy and thoroughness

Decision Making/Problem Solving
• Collects data and synthesizes information to solve problems
• Identifies and resolves problems in a timely manner
• Exhibits sound and accurate judgment

Business Sense / Customer Service
• Responds promptly to customer needs
• Responds well to questions and maintains confidentiality
• Manages difficult or emotional customer situations
• Changes approach or method to best fit the situation

Professional Growth
• Reacts well under pressure
• Adapts to changes in the work environment, including delays or unexpected events
• Manages competing demands

• Treats other with respect and consideration regardless of their status or position
• Balances team and individual responsibilities
• Self-directed; takes initiative as appropriate
• Contributes to building a positive team spirit

Language, Math and Reasoning
• Ability to read and comprehend simple instructions, short correspondence and memos. Ability to write simple correspondence. Ability to effectively present information in one on one and small group situations to customers, clients and other employees of the organization.
• Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions and decimals. Ability to compute rate, ratio and percent.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.

• High school diploma or general education degree (GED); and one to three months related experience and/or training; or equivalent combination of education and experience.
• Strong letter writing skills helpful.

• There are no specific requirements for this position.

• Intermediate level keyboard and typing skills
• Basic Internet skills
• Intermediate MS Outlook, Word, Excel and other basic software functions
• Minimal ability to trouble-shoot issues with computerized office equipment

PHYSICAL DEMANDS - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The employee must occasionally lift and /or move up to 30 pounds.
• While performing the duties of this job, the employee is regularly required to sit and stand, as well as speak and listen.
• While performing the duties of this job, the employee is frequently required to use hands to reach, handle, or feel.

• Close vision (clear vision at 20 inches or less)

WORK ENVIRONMENT - The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

• This position works in an environment with moderate to heavy noise level.
• This position works in a call center environment.

Note: Nothing in this job specification restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position.

© C.I.A. Services, Inc. | Last Update: 06-7-2023

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Compliance Coordinator

If you are interested in becoming part of our team, please send your resume by mail or by clicking below (attach resume in Word or PDF format). If we do not have an appropriate opening for you at this time, we will keep your resume on file for future consideration.

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Did you know?

All exterior additions or changes to your property need advance review and approval by your community’s architectural review authority. You can submit your application online! Click on Find My Community and then Ask.Request.Submit. Select the Home Improvement Application and get started!

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