Jobs · Finance · Missouri

Portfolio Manager in Kansas City, MO

CAI Heartland Chapter · Kansas City, MO · 2 wk ago
FinanceContract

Sentry Management, a national leader in the HOA industry, has an exciting opportunity for an experienced Portfolio Manager in our Kansas City, MO market.

About the role

The Portfolio Manager (PM) is responsible for the overall supervision of the associations they manage. They coordinate with the Board of Directors, vendors, and the Sentry Home Office to provide exemplary customer service while maintaining and achieving company goals.

Responsibilities

  • Sustain maximum client satisfaction by meeting the needs of each assigned Board and Community
  • Attend, prepare for, and participate in annual and general meetings
  • Manage vendor proposals and contracts, risk management, insurance, and maintenance and architectural requests and approvals
  • Coordinate employees such as janitorial, maintenance, administrative, and others
  • Collect all invoices and code for payment, and follow-up on monthly assessments due
  • Serve as liaison between association boards and legal counsel
  • Prepare manager reports and financial summaries to boards
  • Manage the onboarding and exit of associations

Requirements

  • Maintain licensing in some states
  • Previous Community Management Experience
  • Professional, organized, and self-motivated
  • Strong written and verbal communication skills
  • Valid license to operate a motor vehicle with a clean driving record
  • Proficiency with Microsoft Office and general computer skills

Benefits

  • Training and Support provided
  • Comprehensive benefits package
  • Work-life balance

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