Portfolio Manager
2 weeks ago
Job Description
Job Description
Sentry Management, a leader in the HOA industry, has an exciting opportunity for a Portfolio Manager in our Spokane, Washington division office.
The Portfolio Manager (PM) is responsible for the day-to-day facilities maintenance of the associations they manage. The PM is responsible for coordinating with the corporate office departments of Accounting and Support Services in order to respond to the requirements of the association board of directors and the needs of each individual community. The PM is expected to embrace the honor to serve our communities, as well as demonstrate kindness, professionalism, and timely resolution in every interaction. They will also abide by the Sentry Promises made to our board members, homeowners, and fellow employees.
ADMINISTRATIVE RESPONSIBILITIES
Maintain an organized filing methodology
Serve as liaison between association boards and legal counsel regarding covenant violations
Prepare manager reports and financial summaries to boards on a monthly basis
Manage the onboarding and exits of associations
Respond to requests, emails, and calls in a reasonable amount of time
Provide written reports to boards regarding site visits
Coordinate with Collections Department to ensure effective assessment collection and follow the Collection Policy adopted by the Board
Review late notices and A/R reports with regard to ongoing delinquencies
CUSTOMER SERVICE RESPONSIBILITIES
Document, submit, and coordinate insurance claims on associations’ behalf
Identify physical assets associations are maintaining
Identify and record violations of association governing documents
Assist in the implementation of enforcement policies as directed by the board
Develop and implement maintenance, repair, and replacement programs approved by board
Project coordination
Assist the board in developing rules and regulations
Sustain maximum client satisfaction
Serve as a helpful expert in exceeding customer expectations on a regular basis
Support management team in delivering the cadence of communication
COMMUNITY MANAGEMENT RESPONSIBILITIES
Assist with preparation of and participate in annual and general meetings, including mailings and notices
Assist in performing property visits
Manage vendor proposals, contracts review and renewal, and prepare bid comparisons as required
Manage architectural requests and approvals
Maintain and understand all documents, Rules and Regulations, and conduct legal research as needed
Coordinate with other employees such as janitorial, maintenance, administrative, and others
Answer routine questions from and troubleshoot issues with owners, tenants, guests, staff, and vendors
Recommend risk management and insurance professionals to boards
Manage maintenance request from homeowners and board
Collect all invoices and code for payment, and follow-up on monthly assessments due
Attend Board meetings, take notes and prepare meeting minutes for Board review and approval and record in CommunityPro; provide to division leader as required
Provide board and homeowner training on CommunityPro
PERSONAL SPECIFICATIONS
Communication Skills
Oral Communication - Effectively expresses oneself in one-on-one and group situations and presentations
Written Communication - Effectively expresses ideas through a variety of written communications (e-mails, reports, memos, etc.), demonstrating strong writing skills
Listening - Demonstrates attentiveness and the ability to understand the oral communications of others through active listening skills
Personal Motivation
Commitment -
Demonstrates commitment to perform above and beyond the essential functions of the job
Self-starter who exhibits initiative and internal motivation to achieve goals, including those beyond standard expectations
Teamwork - Ability to work well in a team environment, always willing to assist other employees
Integrity
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Maintains social, ethical, and organizational norms
Enthusiasm
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Demonstrates an open mind and positive attitude, while interacting with others in a positive way. Displays genuine interest, excitement, and eagerness toward job, company, employees, and customers
Sensitivity
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Takes into consideration the feelings and needs of others in plans and actions
Managerial Skills
Conduct - Demonstrate high integrity, honesty, leadership, trustworthiness, goal-oriented, and deadline conscious. Affects change, when necessary, in collaboration with the Associations and Division Manager.
Decision Making - Ability to make sound business decisions, which favorably impact customers based on logical assumptions and factual information. Doesn't procrastinate on tough decisions, especially those related to the budget and personnel issues
Stress Management - Maintains stability of performance under pressure and/or opposition
Policies and Procedures - Understand and implement all corporate policies and procedures that impact job responsibility
ADDITIONAL REQUIREMENTS
Must be licensed
Licensed to operate a motor vehicle with a clean driving record
Ability to sit or stand for long periods of time
Ability to operate a personal computer and basic office equipment
BENEFITS AND COMPENSATION
Medical, Dental, Vision
Life and AD&D
Short and Long Term Disability
401 (k)
Paid Vacation
Paid Sick/Personal Days
Sentry Management, Inc. is an equal opportunity employer
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