Portfolio Manager, HOA

Daily responsibilities

• Research and respond to inquiries by phone, email, and in-person.
• Travel to community sites and collaborate with onsite staff, homeowners, members of the Board of Directors, vendors, and contractors.
• Implement Board policy and directives within the scope of the management agreement.
• Works with the board on strategic initiatives, policy governance, and association projects.
• Conduct community walk-throughs and site inspections.
• Source maintenance vendors; negotiate vendor contracts; offer recommendations to the board; schedule and coordinate vendors onsite.
• Review financials; create and manage budgets.
• Prepare board packets. Schedule and facilitate monthly, quarterly, and yearly board meetings.
• Cookinate architectural review requests.
• Hire, train, and develop staff.

Requirements

• A high school diploma or GED equivalent and valid driver's license are required.
• Customer service minded, team oriented, and a proactive communication style.
• Ability to manage multiple projects simultaneously, prioritize tasks, and manage time effectively.
• Organized, attention to detail, and self-directed with strong follow-up skills.
• Willingness to obtain CMCA within the first year of employment, company paid.