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Portfolio Manager Resume Example

Resume Score: 80%

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Karissa
Dolan
Professional Summary

Enthusiastic Property Manager eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Bringing 10+ years of experience, with a clear understanding of asset management and preventative maintenance. Motivated to learn, grow and excel in Property Management. Recognized for inspiring management team members to excel and for the strong ability to communicate effectively.

Skills
  • Client Account Management
  • Time Management Skills
  • Problem resolution
  • Critical Thinking
  • Excellent Customer Service
  • Financial Management
  • Strong Administrative Management
  • Presentation skills
  • Process improvement
  • Project Management
  • Event Planning
  • Public Speaking
  • Microsoft Office
  • Due diligence
Education
Chaffey CollegeAssociate of Arts

Rancho Cucamonga, CA

Business Management

Graduated in 2009

Arroyo High SchoolHigh School Diploma

El Monte, CA

Graduated in 2006

Certifications

Successfully passed the CMCA M-100 California Edition Course & Exam.

  • CMCA certification exam is pending due to COVID-19, currently scheduled for April 2021.
Work History
FirstService Residential- Portfolio Manager
Rancho Cucamonga, CA08/2017 - 08/2020
  • 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.

Satellite Management- Community Manager
Rancho Cucamonga, CA12/2013 - 07/2017
  • Managing luxury apartment community with 276 homes.
  • Primary responsibility was to maximize income and control community expenses.
  • Walk entire property each day three times to be sure common areas, landscaping, pool, are in good, clean condition.
  • Provide exceptional customers service while overseeing day-to-day office operations and administration.
  • Supervised, motivated, and monitored team of 5 employees.
  • Responsible for all in-house maintenance and custodial work.
  • Prepare and process rental applications, lease packets, renewals, and any related forms.
  • Successfully establishing rapport with tenants so they always feel valued and appreciated.
  • Responsible for annual budget.
Goldrich And Kest Management- Assistant Community Manager
Monrovia, CA08/2011 - 05/2013
Milestone Management- Leasing Manager
Phoenix, AZ09/2009 - 04/2011

In 2009 my position was a Leasing Consultant. By 2010, I was promoted to Leasing Manager.

AWARDS
  • 2018 100% Club

One-year client retention.

  • 2019 100% Club

Two-year client retention.

REFERENCES

Available upon request.

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DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • FirstService Residential
  • Satellite Management
  • Goldrich And Kest Management
  • Milestone Management

School Attended

  • Chaffey College
  • Arroyo High School

Job Titles Held:

  • Portfolio Manager
  • Community Manager
  • Assistant Community Manager
  • Leasing Manager

Degrees

  • Associate of Arts
    High School Diploma

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