Surveyor/Senior Surveyor (Birmingham Property Management)

This position is full time, permanent with hybrid working in Birmingham.

Role Purpose

Managing your own workload to deliver all property management activity, as listed in the key responsibilities below.

Key Responsibilities

• Manage the transition of client/properties in and out of CBRE management.
• Responsibility for compliance relating to sites under their control, taking action or escalating any issues relating to non-compliance.
• Carry out property inspections.
• Responsibility for taking the appropriate action in response to any legal notice received in relation to a managed property.
• Responsibility for preparing data for client meetings.
• Attending client meetings, ensure recording of minutes and carrying out of actions arising.
• Reading of leases and ensuring accurate data is maintained on the property management system.
• Ensure rent demands are raised accurately and on time.
• Work closely with the Credit Control Team and, where appropriate, provide recommendations to clients to recover rent and other sums due under the lease terms.
• Ensure client reports are prepared to the correct specifications and issued to clients in accordance with agreed timescales, subject to approval by line manager.
• Ensure all fee invoices for additional services, including tenant applications, are raised and paid promptly.
• Work with the on-site facilities teams to review and obtain approval of service charge budgets.
• Review service charge cash flows and budgets subject to client requirements.
• Approve service charge year end reconciliations in accordance with RICS guidelines/client instruction.
• Identify and progress opportunities for additional services from other service lines.
• Responsibility for arranging and chairing occupier meetings and occupier liaison as required.
• Ensure recording of minutes of occupier meetings and 1-2-1 meetings are completed and all actions arising from the meeting are dealt with.
• Take appropriate action for all forthcoming lease diary events.
• Identify opportunities for providing additional Property Management services to clients, including placemaking and enhanced sustainability services, and provide appropriate recommendations.
• Review tenant applications and prepare client recommendations.
• Be fully conversant with, and adhere to, the rules and procedures contained in the Company's FCA Insurance Business Compliance Manual.
• Explore opportunities for new business generation and be an efficient presenter.

Key Skills/Knowledge

• RICS qualified preferred.
• Valid UK driving licence preferred.
• Constantly updating knowledge of legislation relating to property management.
• Able to build and maintain client relationships and internal relationships with other service lines.
• Use and grow knowledge of law relating to property management in order to make recommendations to the client.
• Understand and grow knowledge of the clients' investment objectives.
• Be able to recognise opportunities for selling additional services to clients, including cross-selling.
• Able to build and maintain tenant/customer relationships.
• Be able to apply legal principles of tenant applications for consent and the processes to be followed.
• Apply the principles of service charge management to ensure compliance with all regulatory and procedural requirements including the terms of the lease.
• Understand credit control methods.
• Able to use IT software such as Word, Excel and other databases.
• Understand and use industry/CBRE specific IT applications, including Tramps and Yardi.
• Able to contribute to the team and department business plans.
• Able to work as part of a team, supporting other team members and assisting the lead Director in the department in the running of the team.
• Build and maintain relationships with other parts of the wider CBRE service lines.

Working at CBRE

When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You'll realise your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry. Our collaborative culture is built on our RISE values and reflects the needs and perspectives of our clients and our people. Our work is guided by our North Star: Creating the real estate solutions of tomorrow, so businesses and people thrive. This informs everything we do - from diversity, equity, and inclusion to sustainability initiatives to workplace safety and wellbeing. At CBRE, we believe that the more perspectives we have, the more dimensions we see. We welcome people with different backgrounds and experiences across industries to apply for open positions even if you do not match every element of the required skills.

Equal Opportunities

We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.