Condominium Portfolio Manager

About the role

Primarily responsible for the delivery of day-to-day services to the property. The Portfolio Manager ensures that monthly board packets and financial statements are prepared and submitted to the Board of Directors in accordance with the contract objectives. This position assists the Sr. Portfolio Manager in creating a annual management plan for the association and is counted on to take the lead role in its implementation and completion. 

The Portfolio Manager is expected to provide on-site services to the association which may include: creating and posting building notices, completing monthly inspections, scheduling and meeting with vendors, receiving and responding to inquiries from owners and board members, following up on insurance claims and monitoring the performance of the on-site staff. The Portfolio Manager will be in attendance at the Board of Director’s meetings and fill in for the Sr. Portfolio Manager when needed. The efforts of the Portfolio Manager are supported and supervised directly by the Sr. Portfolio Manager.

What you'll do

• Provide direct customer support, such as assisting with resident portal use, answering incoming customer telephone calls and responding to emails.
• Prepare for, attend and take action requested at all regular, special and annual meetings
• Manage Budget performance
• Review Financial statements for accuracy and resolve discrepancies with accounting including variance explanations and re-classes as required
• Approve payable invoices
• Draft Monthly Managers Report, Board Packets and Meeting Minutes
• Manage Vendor relationships, communication and performance evaluations
• Obtain bids and prepare contracts for common area maintenance and capital expenditures
• Draft Solution Recommendation Forms for Board approval
• Assist in the preparation of monthly Board packets and distribute Board notices
• Conduct monthly property inspections.
• Draft/publish, distribute and/or ensure notices and violations are sent to residents.
• Meet with on-site team at least weekly to review status of projects, areas where assistance is needed, training