HOA Manager

RS Fincher

Apex, NC

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JOB DETAILS

SKILLS

Accounting, Administrative Skills, Attorney, Billing, Board Meeting, Budgeting, Certified Public Accountant (CPA), Consulting, Contract Analysis, Contract Management, Database Administration, Dental Insurance, Develop and Maintain Customers, Expense Management, File Maintenance, Financial Statements, Government Regulations, Home Inspections, Insurance, Insurance Claims, Interpret Regulations, Legal, Maintenance Services, Needs Assessment, Plan Meetings, Preventative Maintenance, Reconciliation, Record Keeping, Request for Proposals (RFP), Vision Plan

LOCATION

Apex, NC

POSTED

30 days ago

Benefits:

Competitive salary
Dental insurance
Paid time off
Vision insurance

Job Description of Community Manager

Board
• Coordinate meetings
• Attend scheduled and special Board meetings
• Working with the board, issue meeting agendas and notices, attend
meetings, and distribute Board packages, as well as mailout for
annual meeting packages
• Communicate all known matters of importance to the Association
• Some Assistance with Association’s committees, at direction of
the Board
• Obtain contractual quotes for the board, as directed by the board
• Assist Board with understanding Articles of Inc., Covenants, and
By-Laws and recommend attorney counsel as appropriate for legal
matters
• Work with board to establish maintenance policies and checklist
for maintenance responsibility (Whether resp. with HOA or owner)
and recommend attorney agreement
• Consult with the Board on standards to be maintained for the
Association

Maintenance
• Property Inspections (twice a month) – mostly drive through,
unless otherwise specified in contract Walk throughs to
identify needs must be done with at least one board member.
• Identify maintenance needs of the property with the board and act
in accordance with board direction
• Recommend preventive maintenance programs as appropriate and as
laws may change
• Enforce the community legal documents; covenants, restrictions,
rules, by-laws at the direction of the board of directors
• Coordinate maintenance and repairs as directed and/or discussed
with the board
• Inspect completed work for approval of invoices and ask board for
their satisfaction and approval of payment, as discussed with
board. Cannot climb ladders. (Community Manager job is one of
administrative assistance with some clerical and basic knowledge
of satisfactory repair on small projects.)

Administration
• Distribute appropriate literature to homeowners and the Board w/
Board approval and as directed by the board
• Initiate general correspondence dealing with business matters of
the Association between governmental officials, legal,
independent contractors, homeowners and other entities with the
Association has business matters, as directed and approved by the
board
• Maintain files and records (minutes, bylaws, covenants, policies,
contracts, financials, insurance, correspondence, work orders,
invoices, etc.)
• Track and log homeowners requests, complaints as appropriate –
not all calls need recorded
• Track and log work orders and ARC requests
• Put together scopes of work for requesting proposals from
contractors and as approved by the board – for maintenance,
repairs, grounds, pool, clubhouse, etc. as directed by the
board and as is the responsibility of the HOA
• Maintain communications with each Board member, homeowners,
contractors, etc. as appropriate

Accounting
• Work with board treasurer and RS Fincher Accounting Manager
regarding hoa budgets, monthly financial statements, collecting
dues, deposits, bills, invoices, maintain bank accounts, invest
funds, assist CPA w/ audits and reconciling bank statements
• Assist Board in development of a reserve account and obtaining
reserve study and updates of same
• Limit unapproved expenditures per the management contract.

Insurance
• Solicits, procure and maintain insurance coverage as approved by
the board and as required by governing documents and
state/federal requirements
• Ascertain replacement value or required value
• Process Association's insurance claims
Technology
• Maintain and provide access to association records, as
appropriate and following the HOA documents and statutes of the
state
• Maintain homeowner database/members registry
• Provide a basic web presence for each client associations to
download association rules, by-laws, covenants, clubhouse
reservation forms, and other online documents

NOTE:
1. All service provided to an HOA must be accomplished per the
management – Association contract, nothing less and nothing more.
Questions or concerns regarding the contracts are discussed only
with Sheri Fincher – either with the community manager or board
member.

2. A community manager is not an attorney, engineer, general
contractor, insurance agent or underwriter, CPA, etc. and should
not act as one nor interpret law, contracting or engineer
details, etc. The community manager is contracted to work for
and Association under the direction of the board of directors.

About the Company

RS Fincher

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