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2266 Camino Ramon
San Ramon, CA 94583

Phone:      (925) 830-4848
Fax:          (925) 830-0252
Business Hours 
Monday - Friday: 8am - 5pm
(Closed 12pm - 1pm for lunch)
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.
  • 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 
  • 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
Commensurate with experience. Potential for salary growth with increased portfolio. Excellent Benefits package including 401k, medical, paid holidays and PTO.