Portfolio Manager

Portfolio Association Manager opportunity in Montgomery County, MD, close to DC. The Portfolio Association Manager is an on-site position, responsible for providing the overall supervision of assigned community association(s). The Portfolio Association Manager interacts with internal and external customers including homeowners, vendors, board members and committee members, as well as staff at the Associa Client Shared Service Center (CSSC) and within the branch office.

Daily responsibilities :

• Supervise the operation and administration of the Association in accordance with management agreement and the Association's policies and procedures.
• Acts as or oversee the primary liaison with the Association Board of Directors and homeowners as needed.
• Perform / Direct administrative and management duties as requested by the Board of Directors and in accordance with the management agreement.
• Review monthly financial reports and ensure management summary is submitted to the association Board of Directors.
• Provide and / or oversee recommendations to the Association Board of Directors and committees regarding major capital expenditures as required to maintain the desired community appearance and operation.
• Monitor corporate and client delinquency rates and collections process for account portfolio.
• Attend Board meetings per the management agreement and community events as needed.
• Prepare Board packages according to established time frames.
• Ensure Board of Directors is aware of legal actions involving the Association.
• Maintain unit and contract files relating to the operations of the Association.
• Assist Board of Directors / ARB with architectural review process and / or routine inspections as necessary
• Review monthly financial reports and ensure management summary is submitted to the association Board of Directors.
• Provide and / or oversee recommendations to the Association Board of Directors and committees regarding major capital expenditures as required to maintain the desired community appearance and operation.
• Monitor corporate and client delinquency rates and collections process for account portfolio.
• Attend Board meetings per the management agreement and community events as needed.
• Prepare Board packages according to established time frames.
• Ensure Board of Directors is aware of legal actions involving the Association.
• Maintain unit and contract files relating to the operations of the Association.
• Assist Board of Directors / ARB with architectural review process and / or routine inspections as necessary
• Associates Degree Required; Bachelors Degree Preferred
• 3+ years of Management and / or Supervisory experience
• 3 - 5 years of Community Association experience is required
• CMCA, AMS, PCAM designations are highly desired
• Completion of M100 is required.
• Knowledge of the role of the association board, the Community Association Manager, and how those roles interface with the requests of homeowners is required.
• Knowledge of conflict resolution techniques at a proficient level.
• Professional communication skills (phone, interpersonal, written, verbal, etc.).
• Professional customer service skills.
• Self-motivated, proactive, detail oriented and a team player.
• Time management and time critical prioritization skills.

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