Property preservation services interview questions
108 interview questions for the 18 roles a $20M business in this industry hires for, from leadership to the field. Each role has job-related questions, what strong and weak answers sound like, and a short work exercise.
18 roles. Open one to see its questions, or open them all.
Chief Executive Officer
6 questions · Review the client mix
Two national clients make up most of your revenue, and one cuts your territory in half. What do you do?
Situational · Client concentration risk
- Strong answer
- Builds a cash plan, trims costs, protects quality scores with the remaining client, and diversifies to other nationals, regional servicers, asset managers and REO agents.
- Red flags
- Waits for the work to come back.
How do you track profitability by client when each one has its own price list and chargeback rules?
Technical · Profit by client
- Strong answer
- Margin by work order type per client after vendor, labor and materials, minus chargebacks, the cost of slow payment and the admin load.
- Red flags
- Tracks revenue by client only.
Foreclosure volume swings with the economy. How do you plan for a downturn or a surge?
Situational · Planning for volume swings
- Strong answer
- Keeps a flexible cost structure with vendors, cross-trains staff, writes scenario plans, keeps credit available and watches delinquency trends.
- Red flags
- Has no plan beyond hiring and laying off.
A crew working for one of your vendors enters an occupied home by mistake. What do you do as CEO?
Situational · Wrong-property entry
- Strong answer
- Responds right away, apologizes to the occupant, notifies the client and insurer, investigates how the address check failed, holds people accountable and fixes the verification process.
- Red flags
- Keeps it quiet or blames the vendor and moves on.
Tell me about a time you decided to walk away from a client or a line of work. How did you decide?
Behavioral · Dropping unprofitable work
- Strong answer
- Names the client or work, the numbers behind it (margin after chargebacks, slow pay, risk), how they replaced the revenue or cut costs, and how it turned out.
- Red flags
- Has never walked away from revenue, or did it on a hunch.
Tell me about a hard trade-off you made between growth and compliance.
Behavioral · Growth versus compliance
- Strong answer
- Gives a specific case (turning down work in an area without insured, licensed vendors, refusing to submit reused or back-dated photos), what it cost, and how they grew anyway.
- Red flags
- Chose growth and doesn't see the risk.
Work exercise: Review the client mix
Give a made-up report on [4] clients: revenue, margin, chargebacks and days to pay. In [30] minutes, ask which client to grow, fix or drop, and why.
Chief Operating Officer
6 questions · Fix the workflow
Walk me through how a work order should flow from the client portal to the field and back, with quality checks.
Technical · Work order flow
- Strong answer
- Intake and instruction review, assignment by area and skill, due-date tracking, field completion with required photos, office quality check before upload, submission and follow-up on bids.
- Red flags
- Lets the field upload straight to the client with no review.
On-time completion is fine, but a client's quality score is falling because of photo rejections. What do you do?
Situational · Photo rejections
- Strong answer
- Reviews the rejection reasons, retrains crews on the photo rules, adds a checklist in the app and an office check, and scores vendors on it.
- Red flags
- Pushes for speed and ignores the score.
A storm hits your territory, and clients send hundreds of emergency board-up and roof-tarp orders. How do you respond?
Situational · Storm surge response
- Strong answer
- Triages by safety and due date, mobilizes crews and vendors, stages materials, tells clients what capacity is real and keeps crews safe.
- Red flags
- Accepts everything and misses most deadlines.
An audit finds a vendor reused photos from an earlier visit to bill grass cuts that never happened. What do you do?
Situational · Photo fraud
- Strong answer
- Stops assigning that vendor work, reviews their other orders, tells the client promptly and credits work not done, tightens controls such as time- and GPS-stamped photos and random field audits, and decides on the relationship.
- Red flags
- Quietly warns the vendor and keeps it from the client.
Tell me about a time you managed a network of independent field vendors. How did you keep quality up?
Behavioral · Vendor network quality
- Strong answer
- Describes onboarding, scorecards, audits and pay or volume tied to quality.
- Red flags
- Had little oversight.
Tell me about a compliance or audit failure you inherited, such as missing vendor insurance or failed client audits. How did you fix it?
Behavioral · Fixing compliance failures
- Strong answer
- Describes the gap, the immediate containment, the process change and how they proved to the client or auditor it was fixed.
- Red flags
- Blames the previous manager and has no lasting fix.
Work exercise: Fix the workflow
Give a made-up week of data: [300] work orders, late counts, photo rejection reasons and vendor scores. In [30] minutes, ask for the top three process changes.
Chief Financial Officer
6 questions · Price a client offer
How would you forecast cash when clients pay in [30] to [90] days and vendors are paid weekly?
Technical · Cash forecasting
- Strong answer
- Weekly forecast using each client's actual payment history, receivables aging, the vendor payment schedule and the credit line, with scenarios.
- Red flags
- A monthly guess.
Chargebacks rose sharply this quarter. How do you find their cost and their cause?
Situational · Chargeback cost
- Strong answer
- Sorts them by reason and by crew or vendor, totals the cost, takes it to operations and tracks the fix.
- Red flags
- Just books them.
A national client offers more volume if you accept lower prices and longer payment terms. How do you analyze it?
Situational · Evaluating client terms
- Strong answer
- Contribution margin at the new prices, extra working capital and its financing cost, crew and vendor capacity, and concentration risk.
- Red flags
- Takes the volume.
Which insurance and risk costs do you watch in a business whose crews enter vacant homes?
Technical · Risk and insurance costs
- Strong answer
- General liability, workers' comp, auto, claims history, vendor insurance certificates, and a reserve for chargebacks and damage claims.
- Red flags
- Hasn't thought about it.
Tell me about a time you put money controls in place at a company that had almost none, such as vendor payments or approvals.
Behavioral · Building controls
- Strong answer
- Names the controls (approval limits, separation of duties, vendor setup checks, reconciliations), how they won buy-in from owners and a problem the controls caught.
- Red flags
- Wrote a policy nobody followed, or can't name a control.
Tell me about a time you managed a bank or lender relationship through a cash squeeze, such as slow-paying clients.
Behavioral · Banking relationships
- Strong answer
- Told the bank early with a forecast and a plan, kept reports on time, asked for a line increase or waiver before it was needed, and kept the line open.
- Red flags
- Hid problems until the bank found them.
Work exercise: Price a client offer
Give made-up terms from a client: [20] more work orders a week at lower rates and [60]-day pay. In [30] minutes, ask for a recommendation with the cash impact.
General Manager
6 questions · Write a corrective plan
Which weekly numbers tell you a preservation operation is starting to slip?
Technical · Weekly operating review
- Strong answer
- On-time completion by client, quality check failures, chargebacks, bid approval rate, margin by work order type, receivables aging and vendor scores, with a threshold for each.
- Red flags
- Revenue only.
A client puts you on probation after a bad scorecard month. What do you do?
Situational · Client probation
- Strong answer
- Finds the root causes, writes a corrective plan with owners and dates, monitors daily and updates the client.
- Red flags
- Makes excuses.
Clients keep rejecting your repair bids as over their allowable. How do you fix it?
Situational · Bid approvals
- Strong answer
- Learns each client's allowables and price lists, uses bid templates with photos and measurements, justifies any overage and tracks approval rates.
- Red flags
- Bids higher to leave room.
Work slows in winter except for winterizations. How do you keep your best people?
Situational · Seasonal retention
- Strong answer
- Plans ahead with cross-training and other services, shares hours fairly and keeps the strongest crews busy.
- Red flags
- Lays off everyone and rehires in spring.
Tell me about a time intake, field and billing teams were working against each other. How did you get them aligned?
Behavioral · Aligning departments
- Strong answer
- Found where the handoffs broke, set shared targets like on-time completion and clean submissions, and held a short daily check-in until it stuck.
- Red flags
- Told each team to do better on its own.
Tell me about a time you replaced a manager. How did you handle the transition?
Behavioral · Replacing a manager
- Strong answer
- Set clear expectations, documented gaps such as missed due dates or failed audits, gave support and time, made a fair call, and had coverage ready so client work didn't slip.
- Red flags
- Avoided it until it caused damage.
Work exercise: Write a corrective plan
Give a made-up client scorecard: on-time rate, photo quality failures and complaints by category. In [30] minutes, ask for a corrective plan with owners and dates.
Field Supervisor
6 questions · Review a completed order
Walk me through how you inspect a vacant property for hazards and code issues.
Technical · Vacant property inspections
- Strong answer
- Exterior first (structure, roof, broken windows, pools or standing water, overgrowth), signs of occupancy, then entry hazards like gas smell, mold, animals and sharps, interior systems and code issues, all photographed and reported.
- Red flags
- Takes a quick walk with no system.
The city posts a code violation notice for an unsecured garage and trash at a property we service. What do you do?
Situational · Code violation notices
- Strong answer
- Photographs it, sends the notice and deadline to the client right away, gets approval or a bid, secures the property, documents it and confirms with the city.
- Red flags
- Ignores it because it's not on a work order.
A crew's photos don't show the full debris pile they billed for. What do you do?
Situational · Billing accuracy checks
- Strong answer
- Checks on site if possible, requires proper photos with measurements, corrects the billing, coaches the crew and tracks the vendor.
- Red flags
- Approves it to keep things moving.
How do you decide whether a repair needs a permit or a licensed trade instead of our own crew?
Technical · Permits and licensed trades
- Strong answer
- Electrical, most plumbing, structural and roofing work depending on local rules; checks with the building department, and follows the EPA RRP lead rule when disturbing paint in older homes.
- Red flags
- Lets the crew do everything.
Tell me about a time you found unsafe work by a contractor. What did you do?
Behavioral · Stopping unsafe contractor work
- Strong answer
- Names the hazard (an uncapped gas line, open wiring, an unguarded crawl space hatch), stopped the work, had it made safe, documented it and told the client or vendor manager.
- Red flags
- Ignored it.
Tell me about a time you worked with a code enforcement officer or inspector to fix a problem at a property.
Behavioral · Working with officials
- Strong answer
- Stayed professional, got the deadline and requirements in writing, kept the client informed, met the deadline and documented the fix with photos.
- Red flags
- Avoided the official, or let the deadline pass.
Work exercise: Review a completed order
Give a made-up completed work order with [25] photos, a debris estimate and a lock change. In [20] minutes, ask them to approve or reject each item and write feedback to the crew.
HR Manager
6 questions · Write a lone-worker policy
Our techs often enter vacant homes alone. What should our hiring and safety policies cover?
Technical · Lone-worker safety
- Strong answer
- Check-in and check-out rules, the right to refuse unsafe sites, hazard training for mold, sharps and animals, PPE, incident reporting, and background and driving checks done lawfully.
- Red flags
- Has no lone-worker policy.
A helper working for one of our field vendors is hurt at a property and asks us for help. How do you sort out who is responsible?
Situational · Vendor worker injuries
- Strong answer
- Makes sure they get care, checks the vendor agreement and the vendor's workers' comp certificate, reviews whether the person is really the vendor's worker, and involves our insurer.
- Red flags
- Ignores it because they aren't our employee.
New technicians often quit after their first hoarding or biohazard clean-out. What would you change?
Situational · Hazardous-job retention
- Strong answer
- A realistic job preview, training and proper PPE before those jobs, pairing with experienced techs, a debrief afterward and a look at pay for hazardous work.
- Red flags
- Says they need tougher hires.
How do you keep employee training records and certifications ready for client audits?
Technical · Audit-ready records
- Strong answer
- Tracks background checks, training such as OSHA 10 and EPA RRP, licenses and expiration dates in an HR system with reminders.
- Red flags
- Keeps paper files and hopes.
Tell me about an onboarding program you built for field techs who work far from the office.
Behavioral · Multi-site onboarding
- Strong answer
- Describes safety and photo training before solo work, ride-alongs, sign-offs, check-ins in the first weeks and how early turnover or quality changed.
- Red flags
- Sent paperwork and a video, then put them in the field.
Tell me about a time you investigated an employee misconduct report, such as theft at a work site.
Behavioral · Misconduct investigations
- Strong answer
- Interviewed people separately, gathered evidence such as photos, check-in records and work order notes, kept it confidential, told the client where the contract requires, and acted consistently with past cases.
- Red flags
- Rushed to a decision.
Work exercise: Write a lone-worker policy
Give made-up facts: techs visit [8] to [12] vacant homes a day, alone. In [20] minutes, ask for a one-page outline of a check-in and refuse-unsafe-work policy.
Marketing Manager
6 questions · Draft a capability statement
Our buyers are national preservation companies, servicers and asset managers, not homeowners. How do you reach them?
Technical · Reaching institutional buyers
- Strong answer
- Vendor onboarding with nationals, industry conferences and associations, REO agent networks, LinkedIn and a capability statement with coverage maps and compliance credentials.
- Red flags
- Plans consumer ads.
We're expanding into three new counties. How would you market our new coverage to existing clients?
Situational · Marketing new coverage
- Strong answer
- Updates the coverage map and capability statement, shows proof of crews or vendors in place, works through client relationship managers and shares performance data.
- Red flags
- Posts about it on social media.
A competitor is telling a client our quality is poor. How do you respond in your marketing?
Situational · Competitor attacks
- Strong answer
- Doesn't attack back; shares scorecard data, references and case examples.
- Red flags
- Attacks the competitor.
How would you use performance results, such as scorecards and on-time rates, in marketing without breaking client confidentiality?
Technical · Using performance data
- Strong answer
- Gets written permission before naming a client or sharing its scorecard, uses combined results otherwise, checks numbers with operations, and never shows property addresses or borrower details.
- Red flags
- Posts client scorecards and property photos with addresses visible.
Tell me about a business-to-business account that marketing helped your company win. What did marketing do?
Behavioral · Marketing to win accounts
- Strong answer
- Names the account type, the specific marketing work (capability statement, event meeting, targeted outreach) and how it led to a signed agreement.
- Red flags
- Can't connect any marketing work to a win.
Tell me about a trade show or industry conference you planned for. How did you decide whether it was worth the money?
Behavioral · Event return
- Strong answer
- Set meeting goals before the event, booked meetings in advance, tracked leads and pipeline afterward and compared them with the full cost.
- Red flags
- Counted badge scans or didn't measure it.
Work exercise: Draft a capability statement
Give made-up company facts: counties served, crew count, services and scorecard results. In [30] minutes, ask for a one-page capability statement.
Office Manager
6 questions · Audit a file
Walk me through how you'd organize the paperwork for one work order so it's audit-ready.
Technical · Audit-ready work order files
- Strong answer
- Work order and client instructions, before, during and after photos, bids and approvals, invoices, vendor documents and notes on occupancy and calls, all named consistently and kept for the required time.
- Red flags
- Files scattered across email and phones.
Due dates are being missed because new work orders sit in the portal for a day before anyone assigns them. What do you change?
Situational · Intake delays
- Strong answer
- Sets intake checks several times a day, assignment rules, alerts and a backup person.
- Red flags
- Tells people to try harder.
A client changes its photo and invoice requirements starting next week. How do you make sure everyone follows them?
Situational · Client requirement changes
- Strong answer
- Updates checklists and templates, briefs office and field, adds a check before submission and confirms questions with the client.
- Red flags
- Forwards the client's email.
How do you track bids from submission to client approval so approved work gets scheduled?
Technical · Bid tracking
- Strong answer
- A bid log with status and follow-up dates; each approval creates a work order, and expired bids get flagged.
- Red flags
- Waits for the client to follow up.
Tell me about a system you set up that cut errors in invoices, work order files or client submissions.
Behavioral · Reducing errors
- Strong answer
- Names the error, the system (checklist, template, second review, naming rules) and how much the rejections or corrections dropped.
- Red flags
- Says they're 'detail oriented' without a system.
Tell me about a time you led office staff through a surge, such as storm orders or month-end billing deadlines.
Behavioral · Leading under deadlines
- Strong answer
- Split the work by client or task, set daily targets, checked progress each day, moved people to where the backlog was, and kept clients told about any delays.
- Red flags
- Things fell through.
Work exercise: Audit a file
Give a made-up work order file with missing photos, an unsigned bid and a wrong invoice amount. In [15] minutes, ask them to find the gaps and write what must happen before submission.
Operations Manager
6 questions · Plan the week
A crew finishes an initial secure, but the lock change photos are blurry, and it's due today. What do you do?
Situational · Photo quality under deadline
- Strong answer
- Sends the crew or the nearest crew back for photos if possible, tells the client about any delay and why, checks quality before upload and coaches the crew.
- Red flags
- Uploads the blurry photos.
How do you decide whether to use an employee crew or an outside vendor for a work order?
Technical · Crew or vendor
- Strong answer
- Location, skill, licensing and insurance for the task, cost, capacity, due date and the vendor's quality score.
- Red flags
- Goes by habit.
A crew finds severe mold and a collapsed ceiling at a house where the work order is a routine clean-out. What do you direct?
Situational · Unsafe conditions
- Strong answer
- Stop and keep the crew out of the unsafe area, document it, report it to the client with a bid for remediation by a qualified firm and update the scope.
- Red flags
- Tells them to keep cleaning.
What does your daily quality check look like before work orders go back to the client?
Technical · Daily quality check
- Strong answer
- Photo count and angles per the client's rules, the address photo, work matching the order, measurements, date stamps and notes.
- Red flags
- Skips it when busy.
Tell me about a time you used work order data to get more done with the same crews.
Behavioral · Using data for productivity
- Strong answer
- Names the data (orders per crew per day, drive time, rework), the change (routing, kits, crew pairing) and the before-and-after numbers.
- Red flags
- Pushed crews to work faster with no data.
Tell me about a time you managed crews spread across several counties. How did you know the work was being done right?
Behavioral · Managing remote crews
- Strong answer
- Used GPS or app check-ins, reviewed photos daily, made unannounced site visits and held regular calls with crew leads.
- Red flags
- Trusted the crews and learned about problems from client complaints.
Work exercise: Plan the week
Give a made-up queue: [120] work orders, [4] crews, [3] vendors, due dates and a rain forecast. In [20] minutes, ask them to allocate the work and list which clients get an update.
Sales Manager
6 questions · Plan a pursuit
Walk me through how a preservation company gets approved as a vendor for a national client.
Technical · Vendor approval process
- Strong answer
- Vendor application, insurance minimums, background checks, coverage area, references, compliance training, trial work orders and an ongoing scorecard.
- Red flags
- Thinks it's a matter of calling the bank.
A new client gives you a trial batch of work orders in one county. How do you make sure you win more?
Situational · Winning a trial
- Strong answer
- Assigns the best crews, adds extra quality checks, communicates often, finishes ahead of due dates and asks for a scorecard review.
- Red flags
- Treats it like any other batch.
One of your reps keeps selling into areas where we have no crews. What do you do?
Situational · Selling within capacity
- Strong answer
- Aligns territories with capacity, coordinates with operations and requires a vendor recruiting plan before selling there.
- Red flags
- Lets them keep selling.
A client wants lower prices across the board at renewal. How do you prepare for that negotiation?
Situational · Renewal pricing pressure
- Strong answer
- Knows margin by work order type, brings performance data, plans trades such as volume or faster payment, and sets a walk-away point.
- Red flags
- Gives in to keep the account.
Tell me about a sales team you built or rebuilt to sell to banks, servicers or asset managers. What did you change?
Behavioral · Building a sales team
- Strong answer
- Explains hiring criteria, territory or account assignments, a sales process with clear stages, coaching and the revenue or account results.
- Red flags
- Hired people with contacts and hoped.
Tell me about a high-value contract you closed with a bank, servicer or real estate firm.
Behavioral · Closing institutional deals
- Strong answer
- Names the client type and decision-makers, the requirements they met (insurance, coverage, audits, pricing), how long it took, and the volume or revenue that followed.
- Red flags
- Can't name one.
Work exercise: Plan a pursuit
Give a made-up target: a regional servicer with [2,000] REO properties in your state. In [30] minutes, ask for an approach plan and a first-meeting agenda.
Warehouse Manager
6 questions · Plan the morning load-out
How do you lay out the warehouse so crews can load lock kits, board-up plywood and winterization supplies fast in the morning?
Technical · Load-out layout
- Strong answer
- Kits by job type staged per crew, high-use items near the doors, a locked key and code cabinet, and fuel and chemicals stored apart.
- Red flags
- No layout plan.
Tools keep disappearing from the shared tool crib. What do you do?
Situational · Tool losses
- Strong answer
- Starts a check-out system, assigns tool kits, does regular counts and holds people accountable.
- Red flags
- Keeps buying more tools.
A crew returns with a full trailer of debris after the dump closed. What do you do?
Situational · After-hours debris
- Strong answer
- Follows company rules for overnight storage (secured, covered, no hazardous items) and schedules the dump run first thing.
- Red flags
- Dumps it on the lot.
How do you store the fuel, generators and air compressors used for winterizations?
Technical · Equipment and fuel storage
- Strong answer
- Approved fuel containers, ventilation away from ignition sources, a maintenance schedule, carbon monoxide awareness and fire extinguishers nearby.
- Red flags
- Stores them anywhere.
Tell me about a hazard you found in a warehouse or shop and how you fixed it.
Behavioral · Warehouse safety
- Strong answer
- Names the hazard (blocked exit, poor fuel storage, overloaded racking), the fix and how they made sure it stayed fixed.
- Red flags
- Can't name a hazard they fixed.
Tell me about a time you got materials to several crews or sites on a tight schedule, such as plywood for board-ups after a storm.
Behavioral · Tight delivery windows
- Strong answer
- Grouped loads by route, confirmed quantities and site access ahead, set pickup or delivery times with each crew, and tracked what arrived.
- Red flags
- Missed deliveries.
Work exercise: Plan the morning load-out
Give made-up assignments for [5] crews with job types. In [15] minutes, ask them to list each crew's kit and a staging plan so every truck leaves on time.
Customer Service Representative
6 questions · Handle the queue
A neighbor calls about tall grass and an open back door at a vacant property we service. What do you do?
Situational · Neighbor reports
- Strong answer
- Gets the address and details, thanks them, creates an urgent work order or alerts the right person, notifies the client per process and documents it.
- Red flags
- Tells them to call the bank.
A real estate agent calls, angry that the lockbox code we gave doesn't work and a buyer is waiting. What do you do?
Situational · Access security
- Strong answer
- Verifies the agent is authorized under the client's rules, checks the record, contacts the field crew or client, and gives a realistic time.
- Red flags
- Reads out codes to an unverified caller to calm them down.
Walk me through how you log a call about a property so the field team and the client can act on it.
Technical · Logging property calls
- Strong answer
- Records the address and work order or client reference number, the caller's name and role, what they reported, the action taken and who was told, in the work order system, with a follow-up date.
- Red flags
- Writes it on a sticky note or relies on memory.
A former homeowner calls asking to get belongings left in the house. What do you do?
Situational · Former occupant requests
- Strong answer
- Is kind, makes no promises, follows the client's personal property process, escalates to the client or supervisor and documents the call.
- Red flags
- Tells them to go get their things, or hangs up on them.
Tell me about a time you had to coordinate a visit or task between several people who wanted different things, such as a client, an agent and a field crew.
Behavioral · Coordinating several parties
- Strong answer
- Kept one written record, told each party what the others needed, proposed a time or plan that worked and confirmed it with everyone.
- Red flags
- Passed messages back and forth until something fell through.
Tell me about a mistake you made in scheduling or records. How did you fix it?
Behavioral · Owning mistakes
- Strong answer
- Names the mistake (a wrong due date, a wrong address entered), told the right person quickly, fixed the record and any missed work, and added a check so it didn't repeat.
- Red flags
- Hid it or blamed someone else.
Work exercise: Handle the queue
Give [6] made-up messages: a neighbor complaint, a code enforcement notice, an agent's access request and a client due-date change, among others. In [15] minutes, ask them to rank the messages and write responses to three.
Dispatcher
6 questions · Route a day
You have [40] grass cuts due by Friday, and rain is forecast Wednesday and Thursday. What do you do?
Situational · Weather and due dates
- Strong answer
- Front-loads cuts to Monday and Tuesday, routes by area, adds a crew or vendor, and documents weather delays the way each client requires.
- Red flags
- Waits to see if the rain comes.
How do you route a day's work orders across a large territory?
Technical · Territory routing
- Strong answer
- Groups by area and due date, puts emergencies and initial secures first, matches crew skills like winterization or board-up, and checks materials and drive time.
- Red flags
- Sends work out in the order it arrived.
A crew calls from a property: the house number doesn't match the work order. What do you tell them?
Situational · Address mismatches
- Strong answer
- Stop, don't enter. Verify with photos, maps, parcel records or the client, document it and move to the next job until it's confirmed.
- Red flags
- Tells them it's probably right and to go ahead.
How do you keep client portal due dates and your own schedule in sync?
Technical · Syncing due dates
- Strong answer
- Checks the portals daily, sets alerts for changes, and asks for extensions before the deadline when needed.
- Red flags
- Updates the schedule once a week.
Tell me about a time you kept track of many deadlines for different clients, each with its own rules.
Behavioral · Many deadlines
- Strong answer
- Describes the system (a board or portal report sorted by due date, daily alerts), how they flagged at-risk orders early and asked for extensions in time, and how few deadlines were missed.
- Red flags
- Relied on memory.
Tell me about a time you had to get a crew to finish work they wanted to leave for later.
Behavioral · Pushing field crews
- Strong answer
- Explained the client deadline and what missing it would cost, cleared what was in the way (materials, access, a second stop), and confirmed it was done.
- Red flags
- Let it slide.
Work exercise: Route a day
Give a made-up list of [20] work orders across a county with due dates and types (grass cut, winterization, lock change) and [3] crews. In [20] minutes, ask them to assign and route the day.
Bookkeeper
6 questions · Apply a remittance
Walk me through how you invoice a completed work order to a national preservation client.
Technical · Client portal invoicing
- Strong answer
- Matches the invoice to the work order and any approved bid, bills from the client's price list, attaches the required photos and documents, submits in the client portal before their deadline and tracks status.
- Red flags
- Sends a generic invoice without the client's required backup.
A client takes a chargeback on a three-month-old invoice, saying photos were missing. What do you do?
Situational · Chargeback disputes
- Strong answer
- Pulls the work order file, checks what was uploaded, disputes with evidence inside the client's window or accepts it and tells operations why, and tracks chargebacks by reason.
- Red flags
- Accepts every chargeback without checking, or argues without evidence.
Field vendors want to be paid weekly, but clients pay us in [45] days. How do you keep payables in order?
Situational · Vendor payables
- Strong answer
- Pays only for completed, client-accepted work, tracks payables by work order, forecasts cash and gives vendors a clear payment schedule.
- Red flags
- Pays vendors before the work is approved, or delays them with no explanation.
How do you track receivables when one client has hundreds of small open invoices?
Technical · High-volume receivables
- Strong answer
- Ages receivables by client and work order, reconciles against the client portal, matches remittances line by line and follows up on short pays.
- Red flags
- Watches the total balance only.
Tell me about a time you set up or cleaned up tax records for many independent vendors, such as W-9 and 1099 forms.
Behavioral · Vendor tax records
- Strong answer
- Collected a W-9 form before the first payment, checked names and tax IDs, tracked payments by vendor through the year, filed 1099 forms on time, and fixed vendor records that didn't match.
- Red flags
- Chased missing forms at year-end and filed late.
Tell me about a time you handled hundreds of small invoices or payments in a short window. How did you keep the error rate down?
Behavioral · Accuracy at volume
- Strong answer
- Batched by client or type, used a checklist and templates, reconciled daily against the source, and caught errors before submission. Can say roughly how many errors got through.
- Red flags
- Relied on speed and memory, and fixed errors only when someone complained.
Work exercise: Apply a remittance
Give a made-up client remittance with [30] lines, some partial payments and [2] chargebacks, plus an open-invoice list. In [20] minutes, ask them to apply the payments and list what they'd dispute.
Inventory Specialist
6 questions · Build truck kits
How do you keep preservation trucks stocked with what crews need every day?
Technical · Truck stock
- Strong answer
- Locks, padlocks and hasps, lockboxes, plywood and fasteners, winterization antifreeze and notices, contractor bags, PPE like respirators and gloves, and cleaning chemicals, kept at par levels per truck.
- Red flags
- Gives a generic list with no restocking routine.
A crew member asks for keys to a property that isn't on their schedule. What do you do?
Situational · Key and code control
- Strong answer
- Checks for an assigned work order, refuses without authorization, logs every key or code issued and tells the supervisor.
- Red flags
- Hands the keys over.
Before the first freeze, every crew needs winterization supplies at once. How do you prepare?
Situational · Winterization season prep
- Strong answer
- Forecasts from last year and current volume, orders early, stages kits and tracks use by work order.
- Red flags
- Orders when crews ask.
How do you track materials used on each work order so we can bill them?
Technical · Billable materials
- Strong answer
- Issues materials against a work order number, logs or scans them, reconciles with invoices and reports.
- Red flags
- Doesn't track materials by job.
Tell me about a time materials or tools went missing from stock. How did you track it down?
Behavioral · Missing inventory
- Strong answer
- Checked sign-out logs and work orders step by step, found the gap (unlogged truck restocks, materials used on unbilled orders), and changed the process so it didn't repeat.
- Red flags
- Wrote it off.
Tell me about a time you got a supplier to improve price, delivery time or stock for a field crew's materials.
Behavioral · Supplier performance
- Strong answer
- Brought data on volume and timing, asked for something specific, compared another supplier and got a stated result.
- Red flags
- Accepted whatever the supplier offered.
Work exercise: Build truck kits
Give a made-up week of work orders: [15] lock changes, [10] winterizations and [6] board-ups. In [20] minutes, ask them to list the kits per truck and write an order for the shortfall.
Sales Representative
6 questions · Role-play a first call
Walk me through how you'd present our services to an REO listing agent who needs trash-outs and rekeys fast.
Technical · Selling to REO agents
- Strong answer
- Learns what the agent needs (speed, photos, reliable access), explains services, turnaround and pricing, and offers references.
- Red flags
- Gives a generic pitch.
A prospect asks how we handle HUD guidelines. How do you answer?
Situational · Honest compliance claims
- Strong answer
- Explains how crews are trained on client and HUD requirements, shows the actual process, and doesn't overclaim.
- Red flags
- Says 'we're fully compliant' with no detail.
You promised a client [48]-hour rekeys, and operations says they can't do it this week. What do you do?
Situational · Promises versus capacity
- Strong answer
- Tells the client early with a plan, works with operations and adjusts future promises.
- Red flags
- Says nothing and hopes.
How do you track your pipeline of lenders, agents and asset managers?
Technical · Pipeline tracking
- Strong answer
- CRM stages, next steps with dates and a regular follow-up cadence.
- Red flags
- Keeps it in their head.
Tell me about a time you got a meeting with a hard-to-reach buyer, such as an asset manager or a bank's REO department.
Behavioral · Reaching decision makers
- Strong answer
- Researched what they cared about, used a referral or event to get in, brought something useful each time (coverage map, scorecard results), and earned a meeting or trial orders.
- Red flags
- Gave up quickly.
Tell me about a time you kept a client after a service failure.
Behavioral · Keeping clients after failures
- Strong answer
- Named the failure, told the client before they found out, fixed it fast, explained what changed to prevent a repeat, and kept or regained the work.
- Red flags
- Lost the client and doesn't know why.
Work exercise: Role-play a first call
Give a made-up profile of an asset manager at a small bank with [40] REO homes. In [15] minutes, ask them to run a discovery call while you play the asset manager.
Lead Technician
6 questions · Walk-through and bid
Walk me through a dry winterization of a vacant house.
Technical · Winterization
- Strong answer
- Shuts off water at the main or meter, turns off the water heater's gas or power and drains it, opens faucets, blows out lines with air, pressure-tests the system, adds antifreeze to traps and toilets, posts notices and photographs each step.
- Red flags
- Just shuts off the water.
Walk me through boarding a broken window to client standards.
Technical · Boarding to spec
- Strong answer
- Measures, cuts plywood to fit, fastens it the way the client spec says, paints if required, and takes before, during and after photos with measurements.
- Red flags
- Nails a board over it.
You arrive for a debris removal and find food in the fridge, a car in the driveway and fresh mail. What do you do?
Situational · Signs of occupancy
- Strong answer
- Stops, doesn't remove anything, documents the signs of occupancy, calls the supervisor and follows the client's occupancy process.
- Red flags
- Goes ahead with the clean-out.
An older house needs drywall repair and paint scraping, and it's old enough that the paint could contain lead. What do you do before starting?
Situational · Lead-safe work
- Strong answer
- Treats the paint as lead unless tested, has the work done by an RRP-certified firm and renovator, sets up containment, mists before scraping, uses no open flame or power sanding without HEPA dust collection, and does HEPA cleanup and cleaning verification.
- Red flags
- Scrapes and sands like any other job.
Tell me about a time you trained a newer technician on a preservation task, such as a winterization or a lock change.
Behavioral · Training technicians
- Strong answer
- Showed the steps and the required photos, watched them do it on the next jobs, gave specific feedback, and signed off only when their work and photos passed review.
- Red flags
- Let them figure it out.
Tell me about a repair you had to redo. What went wrong, and what did you change?
Behavioral · Owning rework
- Strong answer
- Owns the mistake and names what they do differently now.
- Red flags
- Blames materials or the helper.
Work exercise: Walk-through and bid
Using photos of a made-up vacant house (broken window, roof leak stain, debris, open crawl space), ask them in [20] minutes to list the work, materials and required photos, and write a bid for items over the client's allowable.
Technician / Helper
6 questions · Photo check
You arrive at a vacant house and the front door is standing open. What do you do?
Situational · Safe entry
- Strong answer
- Doesn't go in, steps back to a safe spot, knocks and announces from outside, calls the supervisor (and police if someone may be inside), and documents it with photos.
- Red flags
- Walks right in.
Walk me through the photos you'd take for a debris removal job.
Technical · Photo documentation
- Strong answer
- The house number, before photos of each pile or room, during photos with a tape measure, after photos from the same angles and the loaded trailer.
- Red flags
- Takes a few random photos.
During a clean-out you find needles and a box of legal papers. What do you do?
Situational · Sharps and personal property
- Strong answer
- Doesn't touch the needles; uses tongs and a sharps container only if trained, or leaves them for the supervisor, sets the papers aside under the personal property rules and photographs both.
- Red flags
- Bags everything together.
You're mowing a vacant property when a neighbor comes over, angry about how long the yard was overgrown. What do you say?
Situational · Neighbor interactions
- Strong answer
- Stays polite, explains they're there to maintain it, gives the office number and doesn't share client information.
- Red flags
- Argues, or shares the owner's details.
Tell me about the dirtiest or most unpleasant job you've done, at work, school or volunteering. How did you make sure it was done right?
Behavioral · Care on unpleasant jobs
- Strong answer
- Wore the right protection, followed each step without cutting corners and checked the result before leaving.
- Red flags
- Rushed to get it over with, or skipped steps.
Tell me about a time you had to follow a checklist exactly. Why did it matter?
Behavioral · Following checklists
- Strong answer
- Explains the checklist and what would have gone wrong without it.
- Red flags
- Skips steps that seem pointless.
Work exercise: Photo check
Give [10] made-up job photos for a lawn cut and a lock change, some missing or poor. In [10] minutes, ask them to pick which photos a client would reject and why.
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