Portfolio Manager

3 weeks ago

Santa Rosa, United States Vintage Group Full time

We are looking for an experienced, organized & professional HOA Portfolio Manager in the Greater San Francisco Area. This is work from home position, however site visits to the communities meeting and occasional team meetings attendance is required.

The Manager will be responsible for providing the overall supervision of a portfolio of community associations (HOA). The Community Manager interacts with internal and external customers including homeowners, vendors, board members, committee members and staff.
- Supervise the operation and administration of the Association in accordance with management agreement, Governing Documents and the Association's policies and procedures.
- Acts as the primary liaison with the Association Board of Directors and homeowners as needed.
- Performs/Directs administrative and management duties as requested by the Board of Directors and in accordance with the management agreement.
- Ensure community management tools are being effectively developed and utilized such as annual calendar, action item list, resolution worksheets, agendas, RFP matrix, committee charters, FYE operating budget, etc.
- Review monthly financial reports and ensure management summary is submitted to the association Board of Directors.
- Provide and/or oversee recommendations to the Association Board of Directors and committees regarding major capital expenditures as required to maintain the desired community appearance and operation.
- Monitor corporate and client delinquency rates and collections process for account portfolio.
- Attend Board meetings per the management agreement and community events as needed.
- Prepare Board packages according to established time frames.
- Ensure Board of Directors is aware of legal actions involving the Association.
- Assist Board of Directors/Architectural Review Board with architectural review process and/or routine inspections as necessary.
- Responsible for routine and special project vendor management including procurement as well as performance evaluation as contracted.
- Coordinate and/or oversee inspection of building facilities and/or common area and arrange appropriate follow up actions as required.
- Oversee the AP process in accordance with office processes and procedures.
- Other duties as assigned.

**Qualifications**:

- Two-year degree or applicable job-related experience required.
- 3-5 years of HOA/community management or property management experience. Knowledge of communities/property/real estate and homeowners associations.
- CMCA or similar community management designation.
- Knowledge of Microsoft Office products (Word, Excel, Outlook, etc.) at a proficient level.
- Knowledge of typical 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.).
- Professional customer service skills.
- Self-motivated, proactive, detail oriented and a team player.
- Time management and prioritization skills.

Full benefits available, medical, dental, vision, 401k, flexible spending, etc. Fast paced company with great team spirit Potential for growth and additional education as well

**Salary**: $70,000.00 - $78,000.00 per year

**Benefits**:

- 401(k)
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Paid time off
- Tuition reimbursement
- Vision insurance

Experience level:

- 3 years

Schedule:

- 8 hour shift

Pay: $70,000.00 - $78,000.00 per year

**Benefits**:

- Dental insurance
- Flexible spending account
- Health insurance
- Vision insurance

Experience level:

- 3 years

Schedule:

- Monday to Friday

Work Location: Hybrid remote in Santa Rosa, CA

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