Unclassified - Temecula, CA
posted 4 months ago
The Portfolio Manager position offers a unique opportunity to work within a dynamic and employee-oriented company in the Homeowners Association (HOA) industry. This role is designed for individuals who are detail-oriented and possess a strong sense of urgency. The company prides itself on providing an exceptional work environment and great benefits, making it an attractive option for those looking to advance their careers in this field. The ideal candidate will be flexible and capable of learning and implementing new processes with ease, ensuring that they can adapt to the evolving needs of the organization. As a Portfolio Manager, you will be responsible for a variety of tasks that are crucial to the effective management of HOA operations. This includes preparing and disseminating Board packets, agendas, reports, and other essential information for Board meetings. You will also attend these meetings, which may occur monthly, bimonthly, quarterly, annually, or as special sessions, and will be tasked with drafting minutes and initiating work orders following these meetings. Your role will also involve facilitating annual disclosures, planning, and budget preparation, which are vital for the financial health of the associations you manage. In addition to these responsibilities, you will solicit and evaluate bids and proposals, negotiating contracts for Board approval. Managing all vendor contracts will be a key part of your duties, ensuring that the HOA receives the best services at competitive prices. Furthermore, you will receive, track, and process all Architectural Control Committee (ACC) applications for Board approval, which is essential for maintaining the standards and aesthetics of the communities you serve. This position is perfect for someone with experience in the HOA industry and a Certified Community Manager (CCAM) designation is highly desired.