PROJECT MANAGER

As a Project Manager you will support client engagement, job set up/tracking, and report delivery processes. This role will work closely with Client Managers and appraiser teams to ensure smooth project execution, accurate documentation, and timely client communication. Lastly, you will work with the operations team to ensure service delivery excellence.

· Collaborate with Client Managers to maintain and update bidding and job tracking systems. 

· Create and execute engagement letters based on input from Client Managers; send to clients with BBG payment instructions. 

· Ensure timely collection of client retainers and monitor payment status. 

· Assist with client management and communication with clients – manage in tandem with client manager regarding concerns, updates, reviews, comments, and bidding. 

· Set up and maintain jobs in BBG Systems (Sessions & Box), including: 

       - Saving engagement letters and client documents.

       - Logging ongoing communications and notifying appraisal teams.

       - Updating job records with due dates, inspection dates, participant/transaction details, and delivery instructions.

· Send information requests to client contacts and coordinate with appraisal teams for responses. 

· Coordinate inspections with client contacts and appraisal teams including third party inspections.

· Format appraisal reports to BBG standards, including exhibits, BBG Overview, Glossary, and Licensing & Qualifications. 

· Generate client invoices and verify transaction accuracy. Manage transactions as new versions are added or delivered.

· Deliver draft and final reports to clients per delivery instructions. 

· Coordinate with the corporate office to produce and deliver hard copy reports as requested.

· Work with Client Managers to track and maintain client revisions.

· Maintain client portal information systems including updated insurance policies, office addresses and appraiser licenses. 

· Provide reliable support and coverage during PTO, workload surges, or staffing gaps. 

Qualifications

· 2 - 5 years of relevant experience

· Proficiency in Word, Excel, and Outlook

· Excellent verbal and written communication