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Position: Portfolio Manager


Job Description:

We are a property management company, looking to add to our current team, a full-time portfolio manager of Homeowners Associations. The duties will entail: Description: The Portfolio Manager is to work alongside the Regional Director and provide strong leadership and management direction on behalf of and report to the HOA Board of Directors. The candidate must be a self-motivated professional, well organized, articulate, pro-active and detail oriented. Responsibilities will include managing and overseeing of all aspects of the day to day operations and business of the Associations as well as ensuring that the needs of the homeowners are addressed. This would include but is not limited to: -Attend all general membership and annual meetings of the Association and other meetings, as needed. -Coordinate and prepare necessary materials for board, general membership and annual meetings such as notices, agendas, minutes, reports and ballots as well as all required mailings and as directed by the Board of Directors. -Create bi- weekly/monthly Board reports and action item lists. -Maintain all past and current Association records and files relating to the operation and management of the Association. -Receive and review Association correspondence and prepare and send replies as directed by the Board. -Perform regular site inspections and provide recommendations to the Board. -Manage, schedule and oversee maintenance and repairs of the common areas. -Obtain competitive bids from third party vendors and submit them to the Board for review and selection. -Coordinate and assist with the preparation of all documents relating to accounts payable, monthly financial reports, collections, legal issues, budget and budgetary issues, insurances, reserve study, tax and financial statement preparation. -Review financial statements and reports. -Manage Association insurance coverage. -Assist in the preparation of the annual budget, analyze prior expenditures and assess new expenditure needs. -Oversee expenditures to conform to budgetary guidelines. -Approve invoices on our third party accounting platform -Monitor and report homeowner assessment delinquencies and assist in collection efforts. -Ensure all civil codes, state and federal requirements, and legal document requirements are met, and Association remains in compliance. -Enforce governing documents, HOA rules and regulations, CC &R's and Association policy and procedures are followed. -Other duties as assigned
Job Requirements:

The ideal candidate is someone who has great communication and people skills. The candidate must be someone who works extremely well with computers and Windows programs. We are looking for a candidate who has previous experience in HOA property management and vendor coordination. Strong oral and written communication skills. Experience with HOA Management is a MUST Knowledgeable with the Davis Stirling Act Proficient in Microsoft Office
Employment Status: Full-Time
Salary: TBD
Location: Winnetka, CA

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