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Portfolio Manager

4 months ago

Woodbridge, United States Cardinal Management Group Incorporated Full time
Job DescriptionJob DescriptionDescription:

Creating value for our customers is the Cardinal Way. Are you ready to make a difference with a fast-growing team? Then why not join the Cardinal Family, where we strive for Excellence?


So what’s the Cardinal way you ask? The Cardinal way of upholding our Values:

Accountability

Integrity

Transparency


Essential Function

At Cardinal, our Portfolio Managers provide professional guidance and leadership for multiple client communities. Managers must understand the disciplines and methodologies presented in Budget Analysis and Preparation, Facility Management, Risk Management, Insurance, and Contract Administration, to name a few. The Portfolio Manager must attain of the minimum professional designation of Community Association Manager (CMCA) within 6 months for continued employment with the company. In the performance of the role and responsibilities of this position, the Portfolio Manager will perform all duties per the approved Mission, Vision, and Values of Cardinal Management Group.


Duties/Responsibilities:

  • Oversee the operation and administration of the Association per the management agreement, state statutes, and the Association's policies and procedures.
  • Act as the primary liaison with the Association's Board of Directors and community members as needed.
  • Plan and participate in Board meetings per the management agreement
  • Serve as a Cardinal Ambassador and Client Relationship Manager, attending community events as needed.
  • Ensure the Board of Directors is aware of legal actions involving the Association and liaison with the Association’s attorney.
  • Prepare Board packages, meeting agendas, and reports according to established standard operating procedures.
  • Monitor delinquency rates and collections process for account portfolio.
  • Monitor community accounts payable and process invoices for all accounts per company operating procedures.
  • Review and provide accurate monthly financial reports; offering guidance and recommendations to the Board per best practices.
  • Prepare annual operating budgets including a review of community reserve studies and maintain all expenses within the budget.
  • Maintain unit and contract files relating to the operations of the Association.
  • Coordinate annual tax return filing with community CPA.
  • Oversee all capital improvement and replacement projects.
  • Bids projects to multiple vendors using standard RFP to provide a consistent scope of work.
  • Coordinate with onsite and maintenance staff to complete work orders as well as oversee contract vendors and ensure they meet their contractual obligations.
  • Other duties as necessary



Requirements:

Requirements

  • 3-5+ Years’ experience managing a portfolio of properties
  • Strong Project Management Skills
  • Understanding of basic contract and client management
  • Excellent Knowledge of Microsoft Suite (Outlook, Excel, Word)
  • Prior use of CINC preferred
  • CAI certification preferred
  • Must be able to lift, bend, stoop, climb, reach, and lift up to 25 pounds.

Cardinal Management Group, Inc. is an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, age, color, religion, sex, national origin, disability, veteran status, and other protected characteristics EOE/AA/M/F/D/V