Manage entire operational portfolio of 3,500 units comprised of 19 HOA accounts, including condominiums, single-family homes, townhouses and duet homes, with a pre-COVID retention rate of 100%. Act as a project leader for capital enhancements while successfully adhering to stipulated budget and timelines. ACHIEVEMENT HIGHLIGHTSCommunity Development and Compliance: Collaborate with Board leadership to develop and meet HOA goals while supplying expertise and guidance on operations projects and systems. Oversee capital improvement projects for all HOAs, including roofing, painting, electrical and common area renovations. Manage community rules and regulations (CC&Rs) violation process, assessment collection and fine policies, including scheduling and conducting hearings, referring accounts to collections, and working with Associations’ counsel. Financial Management: Prepare budget estimates and contracts for reserve studies, obtain Board approval. Process monthly financial reporting and distribute to each Board. Ensure day-to-day operations are within approved budgets. Establish budget priorities, controls, and recommendations. Compile and distribute progress reviews on all outstanding capital projects.Leadership Expertise: Train and supervise accounting department, for the successful preparation of monthly and annual financial reports, year-end budgets, accounts receivable, accounts payable, bank reconciliations, general ledger entries. Direct the compilation and distribution of Board Meeting agendas, minutes, and newsletters; confirm follow-up items are completed. Act as a liaison between Homeowners and Board of Directors. Vendor Management: Conduct bids, oversee projects, and perform annual and mid-year vendor reviews to ensure adherence to each Association’s maintenance schedule. Ensure timely completion of work orders.

Analyzed property operational and financial reports to ensure P&L performance and expense control, achieving above strong funding across 80% of HOA reserve accounts. Created performance and training standards for vendors. Supervised Property Management staff’s creation of more effective communication, resulting in strengthened community engagement. Maintained working relationships with regulatory agencies, vendors, contractors, Homeowners and Board members.

Managed day-to-day operations for multiple Associations. Analyzed year-end financials and capital improvement reports. Organized monthly, bi-monthly, annual and special meetings for Board members, Homeowners and vendors. Became familiar with HVAC, electrical, plumbing, irrigation, drainage, landscaping, and pool maintenance.

Maintained an in-depth knowledge of CC&Rs for proper enforcement. Ensured Board polices were successfully implemented. Conducted monthly property walks and inspections for quality and to identify opportunities for improvement. Developed and implemented a preventative maintenance program for all accounts.

Served as an assistant to all office staff, including the Accountant, Property Manager and Maintenance Manager. Worked with the Property Manager to ensure timely completion of administrative tasks. Assisted with day-to-day functions for the Architectural, Violations, Accounting, Escrow, and Vendor Management Departments.