Portfolio Manager

Associa; Chantilly (NC); On-site; USD 80,000 - 86,000; Full time

Job summary

Associa in the United States seeks a Portfolio Manager to support onsite staff and oversee administrative, maintenance, and capital projects for multiple HOA and condominium communities. The role involves travel to communities, collaboration with boards and residents, budgeting and financial reporting, vendor management, and ensuring HOA rules and policy compliance across the portfolio.

We value 2+ years in community associations, strong communication, and the ability to manage multiple projects

Qualifications

• 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.

Responsibilities

• Travel to multiple HOA communities.
• Meet and collaborate with onsite staff and Board members.
• Hire, train, and develop staff.
• Implement Board policy and directives within the management agreement.
• Walk and inspect property, ensure maintenance and HOA rules compliance.
• Issues violation letters to homeowners and follow-up.
• Meet and greet homeowners, Board members, 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.
• Create and manage budgets; review financial reports and reserves.
• Submit RFPs, manage the bidding and vendor selection process, develop vendor relationships, and manage capital projects.
• Prioritize maintenance requests and coordinate maintenance vendors and contractors onsite.
• Prepare board packages; coordinate and schedule monthly and annual board meetings.
• Create and send weekly communications to homeowners.
• Assist homeowners with architectural review forms and follow-up with Board decisions.
• Other projects as assigned.

Skills

Customer service

Team oriented

Financial acumen

Project management

Communication skills

Conflict resolution

Multisite coordination

Education

CMCA

AMS

PCAM

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.

Annual salary: $80K-$86K

Qualifications

• 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.

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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.