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Portfolio Management Coordinator

2 months ago

Berkeley, California, United States Resources for Community Development Full time

Position Overview

The Portfolio Management Coordinator, under the guidance of RCD's Associate Director of Asset Management (ADAM), will oversee a comprehensive array of administrative and systems-related responsibilities associated with RCD's corporate functions and portfolio of affordable multi-family housing. The duties are categorized into three primary domains: (1) Corporate and Portfolio Oversight, (2) Business Analysis; and (3) Systems Support & Maintenance. The role of the Portfolio Management Coordinator is crucial to the fundamental operations of RCD's business and the achievement of RCD's mission. This position necessitates a moderate level of direct supervision. The candidate will primarily collaborate with the Asset Management team while also engaging with other teams and organizational leadership. The candidate will become part of a dynamic team and organization with a solid reputation, industry standing, and growth trajectory.



Corporate and Portfolio Oversight

  • Administration and documentation for the Corporate Board.
  • Collaborate with RCD's Executive Director on Board of Directors management and documentation, including coordinating Board meeting attendance and administration, which may involve attending monthly Board meetings in the evening, organizing meetings and administration of RCD's affiliate non-profit organizations, and assisting Board members with the submission of required annual compliance documentation.
  • Provide functional and administrative support for routine compliance reporting related to affordable housing programs for lenders and investors.
  • Manage applications and renewals for corporate filings, including but not limited to: business licenses, property tax exemptions, and various other state and federal compliance obligations.
  • In partnership with departmental leadership, develop procedural documents to formalize existing business processes and ensure consistency in current policies and procedures.
  • Assist in maintaining portfolio data and respond to both internal and external informational and data inquiries.

Business Analysis

  • Assist Asset Managers in conducting research, analytical tasks, and reporting on special project initiatives that significantly impact the successful operation of RCD's affordable housing properties.

Systems Support & Maintenance

  • Support data collection, validation, and other assistance for the Salesforce database system within Asset Management.
  • Compile and review program regulatory agreements and funding documentation.
  • Facilitate the transition of property management and financial data from spreadsheets to Salesforce and Power BI.
  • Provide technical assistance and support to internal staff regarding data structure and data systems.

Qualifications & Skills:

  • Associate's degree required; bachelor's degree preferred or 2+ years of experience in administrative support.
  • Exceptional organizational skills with the ability to manage and prioritize multiple responsibilities.
  • Knowledge of database development and maintenance and business analytics solutions is a plus, particularly with Salesforce and Power BI.
  • Familiarity with or demonstrated interest in asset management of affordable housing real estate is preferred.
  • A collaborative team player with a proactive attitude and a problem-solving mindset.
  • Strong interpersonal skills with the ability to indirectly manage others.
  • Clear and effective verbal and written communication skills.
  • Proficient in Excel.
  • Experience with property management and financial accounting systems is a plus, such as MRI, Boston Post, Yardi, Sage Intacct, RealPage.
  • Experience in an escrow or title company, or holding a paralegal certificate is advantageous.

Work Environment

RCD is currently implementing a hybrid work model. Depending on your proximity to our main office, you will be expected to work in the office up to two days a week.

Travel Requirements

This position may require occasional travel to off-site locations.

Physical Requirements

While performing the duties of this role, the employee is regularly required to sit, speak, and hear. Frequent use of a keyboard, computer monitor, and phone is necessary. Clear communication, both verbally and in writing, is essential. The ability to lift up to twenty (20) pounds occasionally is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the position.

Application Procedure & Compensation

Applicants should submit a cover letter and resume via the designated application platform. Candidates with relevant experience and/or skills will be contacted for interviews. Individuals from historically marginalized groups are strongly encouraged to apply.

RCD offers competitive benefits, including paid vacation and sick leave; health, dental, vision, life, and long-term disability insurance; pre-tax flexible spending and commuter plans; and employer contributions to a retirement savings plan.

The salary range for this position is competitive, based on factors including experience, qualifications, role specialization, and market conditions.

RESOURCES FOR COMMUNITY DEVELOPMENT IS AN EQUAL OPPORTUNITY EMPLOYER