Strategic HOA Portfolio Manager

Socket.dev

Charleston (SC)

On-site

USD 58,000 - 65,000

Full time

9 days ago
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Benefits offered by this job

PTO
Holidays
Medical, dental & vision plans
401(k)
Life Insurance
Disability Insurance
EAP
Bonus opportunities
Cell phone stipend
Mileage reimbursement

Job summary

CAMS Community Manager role overseeing a portfolio of HOAs across the southeastern United States, focused on building strong relationships with boards and homeowners while guiding financial decisions and budgeting. You will coordinate maintenance with vendors and ensure daily operations run smoothly in a team-oriented, technology-driven environment.

The role requires proactive communication, governance knowledge, and the ability to work with engineers, attorneys, insurers, and contractors to

Qualifications

  • Proven ability to build relationships with clients and vendors.
  • Proficient with new technology.
  • Proficient in Microsoft Office applications (Word, Excel, Outlook).
  • Experience reviewing and analyzing financial reports.
  • Familiarity with HOA insurance policies and risk management.
  • Understanding of contractual bidding processes and vendor negotiations.
  • Knowledge of proper meeting procedures and governance for HOA boards.
  • Ability to develop and maintain a comprehensive working budget.

Responsibilities

  • Maintain open and proactive communication with the board of directors and homeowners.
  • Guide the board in making informed financial decisions, including preparing and presenting budgets.
  • Analyze monthly financial reports and create variance reports to ensure transparency and accuracy.
  • Generate and present monthly management reports to the board.
  • Coordinate and oversee maintenance projects, working closely with vendors and contractors.
  • Ensure daily operations of your community run smoothly and efficiently.
  • Regularly attend board meetings as well as internal meetings.
  • Supervise administrative and maintenance staff (if applicable).
  • Manage short- and long-term objectives and goals of the HOA.
  • Develop and recommend the annual operating budget and mid-year forecast in collaboration with HOA committees.
  • Recommend and oversee third-party service providers and contractors.
  • Provide recommendations for aesthetic, maintenance, and safety improvements to the community.
  • Engage with HOA committees such as Finance, ARC, Infrastructure, Landscaping, Marine, and Security, providing guidance to drive excellence.
  • Supervise the on-site work order process (if applicable).
  • Work closely with external professionals, including engineers, attorneys, insurance professionals, and construction management firms.
  • Ensure emergency preparedness and consistent execution of storm management protocols.
  • Perform additional job functions as assigned, including direct oversight of on-site staff.

Skills

Relationship building
Tech-savvy
MS Office
Financial reporting
HOA insurance
Vendor negotiations
Budgeting
Governance

Education

CAI designation
Associate degree

Tools

MS Excel
MS Outlook

Job description

CAMS Community Manager role overseeing a portfolio of HOAs across the southeastern United States, focused on building strong relationships with boards and homeowners while guiding financial decisions and budgeting. You will coordinate maintenance with vendors and ensure daily operations run smoothly in a team-oriented, technology-driven environment.

The role requires proactive communication, governance knowledge, and the ability to work with engineers, attorneys, insurers, and contractors to

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