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Portfolio Management Administrator

2 months ago

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

Overview

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

Corporate and Portfolio Management

  • Administration and documentation for Corporate Board.
  • Collaborate with RCD's Executive Director on Board of Directors administration, including coordinating Board meeting attendance and documentation (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.
  • Apply for and renew 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 procedure documents to formalize existing business processes and ensure consistency in current policies and procedures.
  • Assist in maintaining portfolio data and respond to internal and external informational and data inquiries.

Business Analysis

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

Systems Support & Maintenance

  • Collect and validate Asset Management data and provide support for the Salesforce database system.
  • Review and compile program regulatory agreements and funding documents.
  • Assist in migrating property management and financial data from spreadsheets to Salesforce and Power BI.
  • Offer 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 administrative support experience.
  • Strong organizational abilities and capacity 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.
  • Excellent interpersonal skills and 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 working for an escrow or title company, or possessing a paralegal certificate is a plus.

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 job.

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 $79,700.00 to $83,900.00, based on factors including experience, qualifications, role specialization, and market conditions. Salary placement within this range considers current and past employees' salaries for similar roles, budgetary limits, and market demand.

RESOURCES FOR COMMUNITY DEVELOPMENT IS AN EQUAL OPPORTUNITY EMPLOYER