Portfolio Manager
Current• Supervise the operation and administration of the Association in accordance with the management agreement and the Association’s policies and procedures.• Oversee and support the primary liaison (General Manager) with the Association Board of Directors and homeowners as needed.• Ensure that the Associa community management tools are effectively developed and utilized by the on-site staff such as annual calendar, action item list resolution worksheets, timed agendas, RFP matrixes, committee charters, procurement procedures, FY operating budget, etc.• Review monthly financial reports and ensure the management summary is submitted to the association Board of Directors.• Monitor corporate and client delinquency rates and collections process for account portfolio.• Assist the Board of Directors/ARB with architectural review process and/or routine inspections as necessary.• Oversee the AP process in accordance with the Associa home office processes and procedures.