A Portfolio Manager I is responsible for providing the overall supervision of a community association. The Portfolio Manager I interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as staff at the Associa Client Shared Service Center (CSSC) and within the branch office.
Job Duties and Responsibilities
Duties include but not limited to:
Supervise the operation and administration of the Association in accordance with management agreement and the Association's policies and procedures.
Acts as or oversee the primary liaison with the Association Board of Directors and homeowners as needed.
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.
Maintain unit and contract files relating to the operations of the Association.
Assist Board of Directors/ARB 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.