Community Association Portfolio Manager Jobs in Riverside, CA

Description

• Responsible for association fiscal management including financial statement review and comprehension.
• Develop and prepare appropriate annual draft budget for Board of Director approval, implement and manage in accordance with the budget.
• Manage association accounting needs including payment of invoices in accordance to Standards of Operations, audit, tax payments, budget, and delinquency monitoring.
• Manage and submit charge-backs for assigned associations on a monthly basis in accordance with management contract.
• Ensure timely deposit of all checks received on behalf of the Association. 

• Ensure all civil code and legal document requirements are met, and association remains in compliance.
• Manage association insurance coverage and needs ensuring adequate and consistent coverage.
• Serve as liaison to association counsel, and recommend when client should contact counsel, and/or file a matter in small claims court. Attendance at small claims court and/or superior court may be required.
• Educate board members on changes to legislation that impact their association.
• Responsible for all aspects of the annual meeting/election process.
• Track and ensure requirements are met for processing CA Secretary of State Filings. 

• Act as an interface between the Board of Directors and community.
• Coordinate, attend, and have oversight of all client and board meetings.
• Create agendas, board packets, other correspondence, for board and committee meetings in accordance with the state civil code.
• Conduct and advice the HOA Board during the board meetings in accordance to laws and regulations set forth by state law.
• Responsible for all board meeting follow-up, minutes, and correspondence.
• Receive & review client communication. Manage all deadlines and update in Connect Database.
• Manage and oversee vendor relations.
• Manage RFP process, create comparison spreadsheets to analyze, and make recommendations as appropriate.
• Provide content for community website and newsletter as directed by the Board.
• Responsible for all association files in accordance with company standardized hard copy and electronic system policies, or client document retention policy.
• Responsible for the quality of the work product presented to the client, regardless of whether it’s produced by another department, or Associate.
• Conduct all walkthroughs (Landscape, Violation, Architectural Review and Turnover, Work Order verification) and complete appropriate follow-up. 

• Retain the association clients assigned to be managed.
• Foster team building among all FirstService Associates and Departments. Effectively use company tools and resources, including ACM, Community Design Review Specialist, Call Center, and Accounting Staff in accomplishing daily tasks in an efficient, and respectful manner.
• Consult and use industry expertise in community management, to make recommendations to the board, for the betterment of the community.
• Attend and exhibit leadership at industry functions.
• Must have reliable transportation, driver’s license and be able to drive to association clients, potential clients, and other meetings as necessary.
• Adhere to, and exemplify the company’s core values, and Global Service Standards.
• Other duties as assigned.

• Excellent customer service and relationship building background/skills.
• Demonstrate effective communication skills consisting of oral, written and listening skills with the ability to draft, coordinate and make presentations in a board meeting setting and a large audience.
• Collaborative decision-making and problem solving skills.
• Ability to read and understand financial statements, budgets and working with numbers and the ability to explain same to a larger audience, particularly the Board of Directors.
• Ability to draft correspondence and reports along with responding to inquiries and client concerns effectively and independently.
• Demonstrate strong organizational skills and time management abilities while working in a fast-paced, multitasking environment.
• Set and communicate deadlines and follow through on tasks for clients including resident homeowners, committees and boards of directors.
• Must be able to work independently and in a team environment
• Must be able to attend and actively participate at night meetings as required.
• Occasionally weekend work may be required
• Intermediate knowledge of Microsoft Applications, especially Word, Outlook, and Excel. 

• Four-year college degree preferred, or comparable business experience
• CMCA preferred; will be required within two years of hire. 

• Must be able to lift 25 lbs.
• Must be able to sit for extended periods of time.
• Must have finger dexterity for typing/using a keyboard.
• Talking and hearing occur continuously in the process of communicating with guests, supervisors, vendors and our clients.
• Valid California Driver’s License and State mandated vehicle insurance, and registration.
• Ability to walk extensive slope and/or flat association areas and visually review landscape, building areas, recreation facilities, parks etc. to ensure proper maintenance.
• Ability to work late into evenings as required for board meeting attendance. 

• May directly supervise on-site staff, consisting of full-time, part-time, and seasonal associates.  

• General office equipment 

• Medical, dental, and vision plans (full time and those working 30+ hours)
• Part time 20+ hours qualify for dental and vision
• 401K match
• Time off including vacation, sick, and company paid holidays
• Pet insurance available
• Tuition reimbursement
• Legal services
• Free emotional wellbeing and daily life assistance support for all associates
• Domestic partner coverage
• Health savings account
• Flexible spending account 

Automated Employment Decision Tool (AEDT) Usage: We may utilize an Automated Employment Decision Tool (AEDT) in connection with the assessment or evaluation of candidates. The AEDT is designed to assist in objectively evaluating candidate qualifications based on specific job-related characteristics.
Job Qualifications and Characteristics Assessed: The AEDT evaluates candidates based on job qualifications and characteristics pertinent to the role, including skills, experience, and competencies relevant to the position requirements. These qualifications are determined by the unique needs of each role within our company.
Alternative Selection Process or Reasonable Accommodations: Candidates who require an alternative selection process or a “reasonable accommodation,” as defined under applicable disability laws, may make a request through our designated contact channel national_recruiting@fsresidential.com.
Requesting Information About the AEDT - NYC Local Law 144: Candidates who reside in New York City and are subject to NYC Local Law 144 may request information about the AEDT, including details on the type of data collected, the sources of such data, and our data retention policies. To submit a request, please contact us at national_recruiting@fsresidential.com; we will respond in accordance with Local Law 144, within 30 days.