Portfolio Manager Resume Example

• Managing portfolio of communities that includes homes, town homes, and/or condominiums.
• Guiding, assisting, and recommending courses of action for Board member to conduct business.
• Assisting Board and homeowners with problem resolutions.
• Providing fiscal management, including, but not limited to, reviewing and approving invoices, coordinating tax preparation and reserve study updates, and reviewing completed financial statements for accuracy prior to disturbing to Board each month.
• Conducting site reviews and providing oversight of related compliance matter.
• Reviewing and submitting requests for vendor bids and contracted services.
• Required to attend association meetings, including annual, turnover, and Board meetings.
• Preparing Board packets, agendas, and calendars in preparation for scheduled and unscheduled meetings.
• Communicating in person, by telephone, or via email to Board members, homeowners,
  and vendors regarding community business in timely manner.
• Maintaining current knowledge of governing documents, applicable state statutes, and local ordinances that apply to each assigned community.
• Overseeing all aspects of client's relationship with Company to ensure success and retention.

Handled large landscape projects, asphalt repairs and seal coat, pool plastering, lighting maintenance, recycled water conversion, patrol services, video surveillance monitoring, annual fire inspections, and multitude of other issues that require immediate attention and quick thinking to resolve.