Portfolio Manager

Associa; Chantilly (VA); On-site; USD 85,000 - 110,000; Full time

Job summary

Associa is seeking a Portfolio Manager to support onsite staff and oversee administrative, maintenance, and capital projects for multiple HOA and condominium communities assigned to the portfolio.

The role requires travel to communities, collaboration with boards, budgeting, financial reporting, and management of vendors and capital initiatives to ensure communities meet standards and regulations.

Qualifications

• 2+ years of community association experience.
• CMCA, AMS, and PCAM, or willingness to obtain, company paid.
• Customer service driven and team oriented.
• Financial acumen: read and interpret financial statements.

Responsibilities

• Travel to multiple HOA communities.
• Meet and collaborate with onsite staff and Board members.
• Hire, train, and develop staff.
• Oversee maintenance, compliance, and capital projects.
• Prepare board packages and coordinate monthly/annual meetings.

Skills

Customer service

Team oriented

Communication skills

Financial literacy

Project management

Job description

The Portfolio Manager provides support to onsite staff and oversees all administrative, maintenance, and capital projects for multiple HOA and condominium communities assigned to the portfolio.

Daily responsibilities:

• Travel to multiple HOA communities.
• Meet and collaborate with onsite staff and members of the Board of Directors.
• Hire, train, and develop staff.
• Implement Board policy and directives within the scope of the management agreement. Works with the board on strategic initiatives, policy governance and association projects.
• Walk and inspect property, ensure property is well maintained and HOA Code, Compliance, Rules & Regulations are adhered.
• Issues violation letters to homeowners and follow-up to ensure remedied.
• Meet and greet homeowners, residents, members of the Board of Directors, maintenance vendors and contractors.
• Research and respond to inquiries in-person, by phone, and email.
• Data enter and update information in the database; record and track documents and information.
• Create and manage budgets; review financial reports, interpret Balance Sheet, Income Statement, Operating Expenses, and Reserve Studies.
• Submit RFPs, manage the bidding and vendor selection process, develop vendor relationships, and mange capital projects.
• Prioritize maintenance requests and work orders; schedule and coordinate maintenance vendors and contractors for work to be done onsite.
• Prepare board packages. Coordinate and schedule monthly and annual board meetings.
• Create and send out weekly mass communications by mail and email to homeowners notifying them of maintenance onsite, HOA guidelines, and community events.
• Assist homeowners in completing architectural review forms and follow-up with homeowners on the Board’s decision.
• Other projects as assigned.

Requirements

• 2+ years of community association experience.
• Knowledge of the Association Board of Directors, the General Manager, and how those roles interface with the requests of homeowners.
• CMCA, AMS, and PCAM, or willingness to obtain, company paid.
• Customer service driven and team oriented.
• Financial acumen, ability to read and interpret financials, Balance Sheet, Income Statement, Operating Expenses, Reserves, Delinquency Reports, Variance Analysis.
• Effective project management skills; ability to prioritize and manage multiple projects in various stages of completion and communicate with all parties involved.
• Excellent communication skills (written and spoken) and conflict resolution techniques.

Company Description

With more than 300 branch offices across North America, Associa is building the future of community for more than 7.5 million residents worldwide. Our 15,000+ team members lead the industry with unrivaled education, expertise, and trailblazing innovation. For more than 48 years, Associa has brought positive impact and meaningful value to communities. To learn more, visit www.associaonline.com.

Our Story

Our Culture

Benefits and Perks

Employer Privacy Policy

EEO is the Law

ADP Privacy Statement Artificial Intelligence Google Privacy Policy Google Terms of Service