portfolio manager resume example with 14+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Residential Real Estate Professional with extensive experience in managing high-end, luxury properties. A self-motivated, strong communicator possessing excellent written and verbal skills. Strong background in contract management, vendor management, policy and procedures as well as document management and quality control. Additional experience in personnel procedures including recruiting, hiring, training, supervising and employee retention. Property Management *Project Management Contract Management *Client Services Process Redesign *Budget Development and Tracking Quality Control *Document Management Recruiting and Hiring *Employee Training and Retention
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
01/2015 to Present Portfolio Manager Us Bank | , ,
  • Performed daily AR, AP, and review of General Ledger for the communities within the portfolio.
  • Oversaw, vendors and obtained proposals for various projects within the assigned Associations.
  • Portfolio consisted of Condominiums, Condominium Hotels, and Homeowners Associations throughout Central Florida.
  • Verified Accounts Receivable questions submitted by from Owners, and Board Directors and the Assigned Law Firms.
  • Performed detailed property inspections, and remitted violation letters to homeowners accordingly.
  • Assisted in the drafting of Annual Budgets.
  • Submitted proposed changes to Association Documents.
  • Acted was the arbitrator between contractors, Board Directors, and various Owners when projects were performed within the communities.
01/2011 to 01/2014 General Manager Bearcom | Redondo Beach, CA,
  • Accountable for the daily operations of a 19 story Residential High Rise Condominium Building.
  • Such actions included resident communications, property inspections, vendor management, building maintenance review, and association rules enforcement.
  • Directly managed site modernization projects including the Main Lobby, Health Club, Pool Deck and Elevator Cabs.
  • Managed capital expenditure projects including exterior building painting and emergency generator replacement.
  • Inspected property, identified improvements and made necessary recommendations to the Board of Directors for the benefit of the property asset.
  • Served as a member of various committees to assist with Architectural Change Requests, drafting of property rules and covenants, creation of an annual budget, and a committee welcoming new residents and identifying the Association's rules, restrictions and codes.
01/2009 to 01/2011 Property Manager Metro Self Storage | North Wales, PA,
  • Accountable for over 1,200 commercial and residential properties.
  • Establishing a portfolio office representing various Associations to maintain Association-related financial history, unit owner files, vendor contracts, Accounts Payable and Accounts Receivable information Performed quality control inspections to ensure contract adherence.
  • Identified and scheduled repairs and maintenance Provided vendor oversight during repair and/or replacement projects.
  • Served as liaison between First Service Residential, vendors and owners with claims of construction defect concerning the restoration of concrete foundation matters.
  • Scheduled and attended board meetings, committee meetings, and special meetings of the membership related to defect claim restoration.
  • Ensured Association-specific vendor compliance.
  • Completed daily accounting audit to include Accounts Receivable, Accounts Payable, and General Ledger for each Association.
  • Coordinated homeowner services including the processing of architectural applications, unit re-sales, homeowner violation inspections, maintenance work orders and other communications with homeowners.
01/2006 to 01/2009 Property Manager Metro Self Storage | Blaine, MN,
  • Responsible for managing a 20-acre luxury residential property.
  • Acquired and maintained current knowledge of state regulatory agency statutes and each client's community's documents, policies and procedures.
  • Completed full business analysis to identify best possible solution to problems and made recommendations to the Board of Directors.
  • Developed and submitted complete and accurate annual budget(s), meeting all deadlines and demonstrating thorough analysis and consideration for the goals of the asset as well as market conditions.
  • Communicated with landlord owners regarding building and tenant issues.
  • Drafted rental resolutions and performed rental applicant screening.
  • Assisted owners through developer foreclosure, transition from Developer Control to Receiver Control, and eventually to Owner control of the Board of Directors.
Expected in Bachelor of Arts | Muhlenberg College, Allentown, PA GPA:
Florida State Community Association Manager (Claire) Florida State Notary Public
Additional Information
  • LICENSES AND DESIGNATIONS Florida State Community Association Manager (Claire) Florida State Notary Public
accounting, Accounts Payable, Accounts Receivable, AP, AR, agency, Budgets, budget, business analysis, contracts, client, drafting, financial, General Ledger, Law, letters, managing, market, meetings, office, developer, painting, policies, proposals, quality control, repairs, sales, vendor management

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Resume Overview

School Attended

  • Muhlenberg College

Job Titles Held:

  • Portfolio Manager
  • General Manager
  • Property Manager
  • Property Manager


  • Bachelor of Arts

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