Portfolio Manager jobs in United States
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Associa · 1 day ago

Portfolio Manager

Associa is a leading company in community management with over 225 branch offices across North America. They are seeking a Community Association Portfolio Manager to oversee multiple associations, interact with various stakeholders, and ensure the smooth operation of community associations.

AccountingCommunitiesConsultingProperty ManagementReal Estate

Responsibilities

Oversee multiple associations as assigned
Supervise the operation and administration of the Association in accordance with management agreement and the Association's policies and procedures
Primary liaison with the Association Board of Directors and homeowners; perform duties as requested by the Board of Directors and in accordance with the management agreement
Maintain annual calendar, action item list, resolution worksheets, timed agendas, RFP matrixes, committee charters, procurement procedures, FY operating budget, etc
Review monthly financial reports; submit management summary to the Board of Directors; make recommendations to the Board of Directors and committee members regarding major capital expenditures to maintain the desired community appearance and operation. Create and manage budgets
Oversee AP process; monitor corporate and client delinquency rates and collections process for account portfolio
Prepare Board packages according to established time frames; attend community events and Board meetings
Ensure Board of Directors are aware of legal actions involving the Association; maintain unit and contract files relating to the operations of the Association
Assist Board of Directors and homeowners with the architecture review process. Coordinate routine inspections and follow up actions
Oversee routine and special project vendor management including procurement as well as performance evaluation as contracted
Other duties as assigned

Qualification

Community Association experienceReal estateMS Office proficiencyConflict resolution techniquesProfessional communication skillsTime management skillsDetail orientedTeam player

Required

Associates Degree Required
0 – 3 years of Community Association experience
Knowledge of communities/property/real estate and homeowners associations
Knowledge of the role of the association board, the Community Association Manager, and how those roles interface with the requests of homeowners
Knowledge of MS Office products and business correspondence (grammar, structure, punctuation, spelling, etc.) at a proficient level
Knowledge of conflict resolution techniques at a proficient level; professional communication skills (phone, interpersonal, written, verbal, etc.) and customer service skills
Self-motivated, proactive, detail oriented and a team player
Time management and time critical prioritization skills

Preferred

Bachelors Degree Preferred

Company

Associa provides management and consultancy services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2008-06-11Private Equity

Leadership Team

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Michelle Johnson
SVP, Chief Information & Transformation Officer
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Debra Warren
VP Learning & Development
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Company data provided by crunchbase