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Portfolio Director Resume Example

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PORTFOLIO DIRECTOR
Professional Summary
  • Skilled Property Management Professional bringing over 11 years of related experience combined with results-focused and quality-driven approaches, maintaining client satisfaction, offering proven ability and expertise in property management as well as customer service in order to make lasting impacts on management objectives to build strategic business success.
  • Efficient, proactive leader able to make effective use of all available resources, adept at managing objectives to promote efficiency and influence positive outcomes.
  • Strong ability to meet deadlines and maintain composure and effectiveness under pressure and changing conditions.
  • Detail-oriented, organized, and self-motivated professional which pursues answers to increase job knowledge and proficiency.
  • Highly dedicated and enthusiastic individual with superior skills in working in both team-based and independent capacities.
  • Extensive experience in resident relations, accurate financial records, marketing, and resident retention. Well-developed communicative, written, and verbal skills.
  • Master PC skills, including experience in Microsoft Office, DOS, Lotus Notes, Traverse, MRI, Kronos, Sage Timberline and QuickBooks Pro.
  • Professionally trained in Profit & Loss Analysis, Financial Reporting, Bank Reconciliation, Staff Management & Development, Implementing Operational Procedures and Account Management.
Skills
  • Accounting
  • Accounts receivable
  • Administrative
  • Advertising
  • Billing
  • Budget analysis
  • Business strategies
  • Cash flow
  • Contracts
  • Financial
  • Managing
  • Marketing
  • Organizational
  • Payables
  • Policies
  • Scheduling
  • Trainer
  • Strategic and financial planning
  • Financial analysis and reporting
  • Cost control and reduction
  • Interpersonal Communication
  • Detail-oriented
  • Analytical skills
  • Annual performance reviews
Work History
Portfolio Director01/2016 to CurrentCompany Name, City, State
  • Communicated market developments, portfolio changes and annual performance information to clients.
  • Developed rebalancing strategies to minimize risk exposures.
  • Adjusted portfolio exposures to compensate for market conditions.
  • Facilitated portfolio performance review and implemented new strategies.
  • Recommended investment strategies to meet client financial objectives.
  • Prepared internal and regulatory financial reports, including balance sheets and income statements.
  • Administered financial aspects of contracts, including establishing and checking coding procedures, monitoring reports and updating internal files.
  • Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
Property Manager / 288 Units01/2014 to 01/2016Company Name, City, State
  • Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
  • Minimized vacancy periods by collaborating with building owners to strategize improvements to marketing initiatives, business plans and tenant outreach programs.
  • Oversaw monthly collections of over $[Amount] in funds, maintaining high payment rates by building positive relationships with tenants.
  • Established strong, professional relationships with [Job title]s and residents by promoting team collaboration and delivering exemplary service.
  • Directed property management program by determining requirements, applying use standards, planning for material equipment replacement, and implementing quality control oversight.
  • Introduced prospective tenants to types of units available and performed tours of premises.
  • Handled tenant complaints promptly and appropriately, calling in repairmen and other support services as needed.
  • Evaluated and recommended changes in rental pricing strategies to remain competitive in market.
  • Compiled maintenance and repair requests for submission to [Type] department and reached out to local contractors for bid proposals.
  • Kept meticulous records of all correspondence between management and tenants.
  • Maintained original leases and renewal documents in digital and hardcopy format for property management office.
  • Developed, reviewed and submitted property operating and capital budgets.
  • Communicated regularly with key on- and off-site tenant contacts to achieve satisfaction with facility and services.
  • Distributed and followed up on tenant renewal notices.
  • Responded to all Common Area Maintenance (CAM) inquiries.
  • Processed project change requests and performed coverage research to handle repair issues.
  • Communicated with landlord regarding building and tenant issues.
  • Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs and capital improvement projects.
  • Maintained sufficient number of units market-ready at all times.
Assistant Commercial Property Manager / Executive Assistant01/2013 to 01/2014Company Name, City, State
Assistant Portfolio Director / Accounting and Property Management Liaison01/2009 to 01/2013Company Name, City, State
  • Developed and implemented strategic plans for all property communications, administrative deadlines, event calendars, schedules, and agenda planning for property management team, accounting department and site managers, assigned as temporary on-site property manager until role in position was permanently filled.
  • Maintained thorough and accurate accounts receivable while implementing business strategies to minimize collection process and increase revenue.
  • Corporate liaison for Property Management Team and Accounting Department, summarized, resolved, and achieved community goals and objectives.
  • Primary trainer for all employees for MRI property software.
  • Developed and implemented effective company operational procedures.
  • Managed capital expenditures, budget analysis, rent matrix variations, lease renewals, reserve draws, power of attorneys, unlawful detainers, conducted site file audits.
  • Prepared analysis of expense to budget reports on financial conditions of properties.
  • Attended and facilitated monthly cash flow meetings to achieve the highest possible net operating income by implementing cost control and revenue improvement programs.
Education
Pequot Lakes Senior High School, City, StateHigh School Diploma, 06/1994
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Resume Overview

School Attended

  • Pequot Lakes Senior High School

Job Titles Held:

  • Portfolio Director
  • Property Manager / 288 Units
  • Assistant Commercial Property Manager / Executive Assistant
  • Assistant Portfolio Director / Accounting and Property Management Liaison

Degrees

  • High School Diploma , 06/1994

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