Contact Us
2266 Camino Ramon
San Ramon, CA 94583

Phone:      (925) 830-4848
Fax:          (925) 830-0252
 
Business Hours 
Monday - Friday: 8am - 12pm & 1pm - 5pm
Saturday - Sunday: Closed
 
 
 

 
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Portfolio Manager
 
This position will manage a portfolio of Homeowner Associations (HOAs) and handle the day-to-day property management services in accordance with each community’s Governing Documents. A well-suited candidate will have the ability to manage their own schedule, can react and adjust quickly to changing conditions and be confident in a leadership position.
 
Responsibilities:
  • Financial & budget planning; review monthly financials for each Association
  • Perform routine property inspections; direct vendors & maintenance companies
  • Manage the CC&R Compliance and Architectural Control processes
  • Attend evening homeowner association (HOA) Board of Director meetings
  • Respond to inquiries between HOA members, Board members and vendors in a timely manner
  • Handle communications and correspondence for association related news
  • Plan and implement solutions for the communities managed
  • Contract & insurance administration 
 
Requirements:
  • BA or BS required
  • 2-3 years of association portfolio management experience a plus
  • Must project and maintain a polished, professional image and demeanor
  • Strong scheduling, organizational, time management and priority-setting skills
  • Have strong customer service skills with the ability to speak in front of large groups
  • Excellent written and verbal communication skills
  • Superb analytical and problem solving skills and the ability to think outside the box
  • Dependable, flexible, ethical and hard-working, must be a team player
  • Able to work, think, and make decisions independently
  • Must be proficient with Microsoft Office Suite particularly Outlook, Word and Excel
 
Salary:
Commensurate with experience. Potential for salary growth with increased portfolio. Excellent Benefits package including 401k, medical, paid holidays and PTO.