Portfolio Manager
Company: FirstService Residential
Location: Summerville
Posted on: May 28, 2023
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Job Description:
The Company
Are you the missing piece? As North America's leading property
management company, we know the value of fitting in with a local
team, of being part of a well-oiled machine, but empowered to act
when needed. We are looking for energetic, adaptable people who
understand that they are part of something larger and want a
long-lasting career creating human connections. Our associates are
the reason for our success, so we recruit quality people who will
always do what's right and build great relationships with the
residents of the communities we serve. At FirstService Residential,
we live our values every day. If you are passionate about helping
people live better lives and are looking for an environment with
room for career growth, you're in the right place!
Job Responsibilities
Provide strong leadership and management direction on behalf of
Board of Directors and First Service Residential. Key
responsibility is to oversee the entire operation and consistently
adhere to and execute the mission and vision of the Board and
community. Manager position has oversight of all aspects related to
the business and operations of the community. The purpose of this
role is to create a single point of contact in the community,
enhance communication and create effective oversight of staff and
operations. Manager has the sole duty of the day-to-day operations,
legal compliance and overall oversight of the association and
staff.
Essential Duties & Responsibilities
The job duties listed are typical examples of the work performed by
positions in this job classification. Not all duties assigned to
every position are included, nor is it expected that all positions
will be assigned every duty.
---Regular attendance and punctuality
---Provide leadership and direction in the development of
short-term and long-range plans. Develop recommendations for goals
and action plans to achieve Board objectives. Lead annual goal
setting.
---Review organization structure, job descriptions, and functions.
Make recommendations to the Board as to any potential changes.
---Partner with public, private and volunteer organization to
provide community services when necessary.
---Support the activities of the various Board sub-committees.
---Knowledge of all Community Governing documents. Provide
recommendations on revisions.
---Continual process of seamless connection between the Board of
Directors and committees.
---Provide community leadership and guidance to ensure that the
needs or desires of the homeowners are being addressed.
---In partnership with the Board, create, or cause to be created,
and implement the annual working budget, subject to approval by the
Board of Directors.
---Monitor and report on the monthly financial position of the
association.
---Provide leadership to each meeting involving the Board of
Directors in terms of agenda support and written and oral reports.
Summarize the priorities of each meeting with appropriate follow
up.
---Recruit, hire, train and supervise all community staff in
accordance with the documented management plan, if applicable.
---Work closely with local emergency organizations to maintain
established emergency and community evacuation plans as
appropriate.
---As appropriate, confer with other departments, divisions and
outside agencies, including community groups and organizations.
Identify, develop and implement programs to meet community
needs.
---Assess and monitor community needs: identify opportunities for
improving service delivery methods and procedures and developing
new programs. Implement programs or improvements.
---Attend and participate in professional group meetings. Stay
abreast of new trends and innovations in fields of community
management and community programming.
---On-site visibility throughout the common areas and
facilities.
---Understanding of all agreements for corporate
implementation.
---Ensure adherence to master calendar, maintenance calendar,
association budgets and subsidy program.
---Review corporation policies on an ongoing basis to ensure
compliance with civil code, declaration and other requirements of
governing institutions.
---Perform building inspections of interior and exterior of
property and prepare action plan for opportunities.
---Shall at all times ensure due diligence for the protection of
client's funds, property and assets against all reasonably
foreseeable contingencies or losses.
Additional Duties & Responsibilities
---Practice and adhere to FirstService Residential Global Service
Standards.
---Conduct business at all times with the highest standards of
personal, professional and ethical conduct.
---Perform or assist with any operations as required to maintain
workflow and to meet schedules. Notify supervision of unusual
equipment or operating problems and the need for additional
material and supplies.
---May participate in any variety of meetings and work groups to
integrate activities, communicate issues, obtain approvals, resolve
problems and maintain specified level of knowledge pertaining to
new developments, requirements, policies, and regulatory
guidelines.
---Ensure all safety precautions are followed while performing the
work.
---Follow all policies and Standard Operating Procedures as
instructed by Management.
---Assure that the policies, resolutions and goals of the Board are
carried out
---Have general knowledge and understanding of building systems and
components
---Be available to be on-call to handle after-hours emergencies
---Provide input and assist the Board with the preparation of the
Association's annual budget
---Attend regular meetings of the Finance Committee, if any, to
review the Association's fiscal and financial status
---Coordinate receipt and review of invoices for services and
ensure timely payment of bills
---Assist Association and In House counsel on collection matters
and monitor maintenance fee accounts
---Verify checks when returned from Accounting. Ensure that all
invoicing backup is attached to check and duplicate payments are
not received.
---Correct any errors prior to Board signature.
---Mail original invoices and 1 copy of package to Client
Accounting.
---Prepare specifications needed for all services received by the
Association (e.g., landscaping, snow, trash, insurance, pool,
etc.)
---Manage bid process, review bid spec proposals and comparison
spreadsheets and make Board recommendations as appropriate.
---Negotiate Association contracts for routine services, subject to
the Board's approval, and
Association counsel as needed.
---Manage vendor relations
---Log work requests in Connect and generate work orders for
maintenance staff and/or contractors
---Complete and submit all required paperwork for closings,
credits, charges, etc.
---Conduct regular property inspections to ensure compliance with
Association Rules and
Regulations.
---Ensure maintenance of all files, records and correspondence in
accordance with company procedures and good business practices
---Attend all Board meetings
---Prepare Board meeting agenda, monthly management report and all
other reports and material needed for Board Packet; distribute one
week in advance of meeting
---Prepare and maintain log of violations in Connect.
---Update resale/governing document books, when applicable
---Assist Board in transferring control from the developer to the
owners, if applicable
---Coordinate activities of association professionals including
attorneys, auditing firms and engineering firms
---Act as liaison for designated committees
---Serve as liaison for committee, if appropriate
---Establish an annual calendar indicating all association
activity, deadlines, election, meetings, projects, etc.
---Review and be familiar with all policies of insurance to ensure
adequate coverage
---Update homeowner directory and create new homeowner file.
---Update and maintain community information in Connect
---Utilize Connect's Resident Alert feature in order to keep
homeowners apprised of Association activities and important
updates, subject to Board authorization
---Provide customer service assistance to homeowners as needed.
---Assist with homeowners' calls and inquires and respond
accordingly or direct to the appropriate party.
---Log all homeowner inquires in Connect Call Log
---Attend regular Membership meetings
---Assist with preparation of newsletter, where applicable
---Perform any range of special projects, tasks and other related
duties as assigned.
Supervisory Responsibility
On-site staff where applicable.
Education & Experience
---Bachelor's Degree in Business or related field from an
accredited college or university, and three years' experience in
Property Operations, Hospitality or Construction; or equivalent
combination of education and experience. Must have any state
specific certifications and licenses or they are preferable of not
required by the state.
---A minimum of seven years of successful community management
experience or equivalent professional experience in a related
field, with at least 4 of those years responsible for a staff with
a variety of expertise, background and job assignments.
---Management experience in a small or medium-sized organization
including responsibility for more than one functional department or
division preferred.
---Understanding of physical building management, Condominium law,
financial planning and law affecting property management.
---Valid Driver's License and State Mandated Vehicle Insurance
---Commitment to obtain CPM, PCAM, ARM or AMS designations or
equivalent.
Knowledge, Skills & Proficiencies
To perform this job successfully, an individual must be able to
perform each essential duty satisfactorily . click apply for full
job details
Keywords: FirstService Residential, Summerville , Portfolio Manager, Executive , Summerville, South Carolina
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