Office Support Person V - Homestead Coordinator

Homestead Coordinator

The Montgomery County Board of Assessment Appeals is seeking a detail-oriented and organized individual to fill the role of Homestead Coordinator. This full-time position, reporting to the Operations Supervisor, is primarily responsible for the administration of the County's Homestead Exclusion program. The successful candidate will play a vital role in ensuring that eligible Montgomery County homeowners receive valuable property tax relief.

The primary duties of the Homestead Coordinator include processing homestead applications by sorting, scanning, and entering data into the Computer Assisted Mass Appraisal (CAMA) system. The Coordinator will also be responsible for creating and mailing correspondence regarding application decisions and will serve as the main point of contact for property owners and taxing authorities with questions about the program. The peak season for the Homestead Exclusion program runs from (approximately) December through April. During the remainder of the year, from May to November as time permits, the Homestead Coordinator will assist the Scheduling Coordinator with the administration of assessment appeals. This cross-training is a key feature of the Appeal/Homestead team, ensuring that knowledgeable assistance is always available to the public and that valuable expertise is retained within the department. The Scheduling Coordinator will, in turn, assist with homestead processing during the appeal off-season.

Essential Duties and Responsibilities

Homestead Exclusion Program (Primary Focus: December - April)

• Administer all aspects of the Homestead Exclusion program in accordance with Pennsylvania state law.
• Process incoming applications, including sorting, scanning, and accurate data entry into the CAMA system.
• Generate and mail decision notices and other correspondence to property owners.
• Serve as the primary contact for inquiries from property owners, legal representatives, and taxing authorities regarding the Homestead Exclusion program, providing clear and accurate information.
• Maintain organized and up-to-date records related to homestead applications and approvals.

Assessment Appeal Administration (Secondary Focus: May - November)

• Assist the Scheduling Coordinator with the intake and processing of assessment appeal applications.
• Support the scheduling of appeal hearings.
• Prepare and organize appeal files for the Board.
• Communicate with property owners and their representatives regarding appeal procedures and schedules.
• Provide general administrative support to the assessment appeals function.

Other support tasks and special projects may be assigned, depending on departmental needs and existing workloads.

This position offers a unique opportunity to contribute to critical functions of County government that directly benefit residents. The collaborative nature of the Appeal/Homestead team ensures a supportive work environment with opportunities for professional growth.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma or equivalent.
• Proven experience in fast-paced data entry and administrative processing with a high degree of accuracy.
• Excellent organizational skills and the ability to manage seasonal workflows and shifting priorities.
• Strong written and verbal communication skills, with a commitment to providing exceptional service to the public.
• Proficiency in Microsoft Office Suite, SharePoint, and the ability to learn proprietary software systems.
• Ability to work both independently and as part of a team.
• Prior experience in a government/law office, real estate, or a related field is a plus.

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.

While performing the duties of this job, the employee is regularly required to stand; walk; sit; and talk and hear. The employee is occasionally required to use hands to finger, handle or feel objects, tools or controls; reach with hands or arms; and stoop, kneel, crouch or crawl. The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close vision, distance vision, and depth perception.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function.

The noise level in the work environment is usually quiet.