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Job Summary

Company
Seabreeze Management Company, Inc.
Location
Aliso Viejo, CA 92656
Industries
Real Estate/Property Management
Job Type
Full Time
Employee
Years of Experience
2+ to 5 Years
Education Level
High School or equivalent
Career Level
Experienced (Non-Manager)

Portfolio Manager (Account Manager)

About the Job

South Orange County Property Management firm is seeking an Account Executive for a portfolio of accounts located primarily in South Orange County. The candidate must be a high energy self starter who is well organized, articulate, pro-active and exhibits leadership qualities. Customer service orientation is a must! Prior management experience as a portfolio manager is required as well as candidates holding the CCAM® designation. 

 

The Account Executive is responsible for partnering with multiple Boards of Directors to develop and implement the overall strategic plan for the operation of the Homeowner Associations.  The Account Executive will assist their Boards of Directors in determining and implementing the operational goals of each of their Association.  All major projects and issues will be managed by the Account Executive.

 

Qualified candidates will have a comprehensive knowledge of management practices, accounting procedures, personnel practices, Association CC&Rs and Bylaws, inventory and procurement, contract relations, association maintenance and safety practices.

 

If this best describes you and you have experience in community association management, please forward your resume with salary history and references. Our growing company is looking to add talented people to their dynamic team!

 

Specific duties include (but are not limited to) the following:

 

·        Assist multiple Boards in developing the overall operational strategy of their Association; implement the Boards goals; monitor and report status of implemented goals to the Boards.

 

·        Maintain client relationship with the Boards by serving as a liaison between the Boards and the management company.

 

·        Develop fiscal management policies and procedures that protect each assigned Association’s assets, help to maintain property values and keep spending within budgeted amounts. Review financial reports.

 

·        Oversee the bidding process for third party vendors.

 

·        Monitor homeowner assessment delinquencies and oversee collection efforts.

 

·        Prepare the annual budget by analyzing prior expenditures and assessing new expenditure needs.

 

·        Administer all legal issues as well as ensure Association policy and procedure adherence, compliance with governing documents or corporate and civil code and state and federal obligations.

 

·        Maintain all communications with the Boards; creating weekly/monthly Board reports and action item lists

 

·        Maintain past and current Association records and files relating to the operation and management of the Association

 

·        Prepare agendas and Board packages and attend all Board meetings, including Executive Session and General Session meetings

 

 

Knowledge, Skills and Experience

 

·        3+ years experience in the industry, managing homeowners associations, city government, or related experience

·         Strong analytical, problem solving and creative thinking skills are a must

·         Customer service driven

·         Excellent, effective and diplomatic verbal and written communication skills

·         Understanding of project management, budget management and strategic goal development

·         Proficient in Microsoft Word, Excel, Outlook and PowerPoint

·         CCAM® designation required; CMCA® and AMS® designations desirable

 

We offer a comprehensive benefits package including Medical, Dental, Vision, 401(k).

Qualified candidates must email resume, cover letter and salary history.

We are an equal opportunity employer.

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