Client Portfolio Manager

2 months ago

Riverside, United States Weldon L. Brown Company, Inc. Full time
Job DescriptionJob Description

Weldon L Brown Company, Inc., a premier management company, has an opportunity for a full time Portfolio Community & Commercial Association Manager with experience in managing common interest developments. We are seeking an individual to have direct responsibility for a handling clients in the Inland Empire. The position is located in our Corporate Headquarters in Riverside, CA.

 

As an industry leader in property management, Weldon L Brown Company, Inc. is recognized for our customer service, professionalism, ethics and innovation since 1963.

 

Summary:

• Each Community Manager has complete responsibility for managing the assigned portfolio of associations.

• Display integrity, loyalty, confidentiality, and professionalism at all times with co-workers and clients.

• Spend no less than 40 hours per week performing assigned duties.

• Be a team player and contribute overall to the company in promoting an enjoyable, productive, and safe work environment.                            

• Maintain the highest degree of professionalism in all aspects when interfacing with board members and homeowners and through materials created for each community.

• Bill for any additional services provided to our clients which are not included in the standard contract.

• Treat all co-workers in a professional courteous manner at all times.

• Adhere to the company’s highest standard of dress code and personal grooming at all times.

• Maintain a valid CCAM designation from CACM or other industry designations from CAI  such as CMCA, AMS, or PCAM at all times.

• Attend staff meetings

 

Essential Duties and Responsibilities:

 

Manage a portfolio of associations as assigned by management

Interface and resolve issues as reported by board members and homeowners

Develop written communications to homeowners on non-compliance issues, meetings, and annual calendar events

Meet contractual obligations for each community

Financial and budget responsibility

Review work orders as assigned or created by Yardi to assure that the work orders are correctly routed Track and report on key action items and deliverables

Diligently process invoices for each association

Conduct regular property reviews, generate reports, and carry out all appropriate actions

Attend client board meetings

Guide, mentor, and assist the respective Board of Directors to make sound, prudent, and lawful business decisions

Complete all daily, monthly, and annual deliverables as scheduled

Attend and facilitate board and annual meetings

Possibly take notes and generate minutes for all regular, special, and annual meetings

Create or update all action items

 

• Review all Association financial statements on a monthly basis

 

• Prepare a Management and Directors’ Report for each Board meeting

 

• Interact with all Associations’ contractors and colleagues on behalf of the Board

• Track and follow through on all issues of non-compliance

• Interact with Board/Committee members through verbal and written communication

• Ensure the continuation of all contracted services, insurance, etc.

• Verify all contractor information (e.g., license, insurance, etc.) through Yardi or other compliance processes

• Assist with compliance with all applicable Civil Codes and Corporation Codes

• Prepare Annual Budgets for Board approval, Annual Policy Statement for distribution and Annual Calendar

• Participate in the escalation process for after-hours emergency needs

 

Qualifications and Reasonable Accommodations: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in this job description are representative of the knowledge, skills, and abilities required for successful job performance. Reasonable accommodations will be discussed and considered to enable individuals with disabilities to perform the essential functions of this job.

 

Qualifications, Education and/ or Experience:

• Minimum of two (2) years community association management experience

• Proven ability to manage associations to the satisfaction of the Board of Directors

• Possess a current CACM membership

• College degree preferred.

• Good verbal and written communication skills

• Good grammar, spelling and letter composition skills

• Professional manner and appearance

• Dependable, punctual and reliable

• Self-starter with good organizational skills and the ability to prioritize

• Ability to multi-task

• Strong customer service mentality

• Excellent time management skills

• Ability to maintain an organized work environment

• Ability to work with a variety of personalities and to deal with irate or upset homeowners, Board members, vendors, etc.

• Ability to tactfully communicate questions, ideas, and concerns to others

• Proficient in using Word and Excel

• Possess common sense

• Ability to be assertive

• Skilled at note-taking and composing meeting minutes

• Ability to deal with clients and contractors/colleagues in a professional and courteous manner

• Ability to understand financial statements, audits, reserve studies, and Association governing documents

• Knowledge of budgets and the budgeting process

 

Weldon L Brown Company, Inc. is an Equal Opportunity Employer

Company DescriptionThe Weldon L. Brown Company, Inc., is a highly respected Riverside based Community & Commercial Association Property Management firm, which has been in the property and HOA management business for sixty one (61) years. We have been servicing the Common Interest Developments (CID’s), Homeowner Associations (HOA), in Riverside and throughout the Inland Empire, since 1963.

The Weldon L. Brown Company can help take your association to a new level of excellence and earn the trust and cooperation of your residents and members.Company DescriptionThe Weldon L. Brown Company, Inc., is a highly respected Riverside based Community & Commercial Association Property Management firm, which has been in the property and HOA management business for sixty one (61) years. We have been servicing the Common Interest Developments (CID’s), Homeowner Associations (HOA), in Riverside and throughout the Inland Empire, since 1963.\r
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The Weldon L. Brown Company can help take your association to a new level of excellence and earn the trust and cooperation of your residents and members.

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