Portfolio Manager

KW PROPERTY MANAGEMENT AND CONSULTING•Orlando, FL

6h•$65,000 - $72,500

About The Position

The Portfolio Manager serves as the primary liaison between clients, Folio Association Management, and internal support staff, and coordinates the company’s property-management services for assigned communities. The role works closely with Association Boards of Directors and/or developers to manage community operations and resolve problems. It requires a professional, customer-oriented approach, strong management and supervisory skills, and effective coordination across teams. The position oversees financial, administrative, operational, vendor, and resident-service activities. Responsibilities include budgeting and financial reporting; maintaining property records and management-system documents; supervising on-site staff; coordinating meetings and presentations; monitoring contracts and vendors; processing applications, work orders, and violations; and maintaining communications with residents and association members. The Portfolio Manager also maintains knowledge of applicable statutes and community governing documents and responds to emergencies as needed. This is a full-time exempt position, generally Monday through Friday, with business hours determined by client needs. Work takes place in a professional office environment and includes daily property walks, travel between portfolio properties as needed, and occasional local travel for training or meetings. Extended hours, including nights and weekends, may sometimes be required.

Requirements

Three years of experience as a Community Property Manager managing community operations, including staff and service contracts.
High school diploma.
Florida CAM license.
Valid Florida driver’s license and ability to drive between properties in the portfolio as needed.
Strong working knowledge of customer-service principles and practices.
Ability to read, analyze, and interpret technical procedures, leases, regulations, and similarly complex documents.
Proficiency and working knowledge of Microsoft Office applications.
Flexibility to work extended periods and hours, which may include nights and weekends.
Ability to respond to and address emergency situations in a timely manner.

Nice To Haves

College degree.
Bilingual ability in English and Spanish, required at some locations.

Responsibilities

Maintain a positive, professional, and client-oriented attitude in interactions with coworkers, residents, owners, clients, and the public, and continually seek to improve work processes and results.
Coordinate the company’s property-management services for assigned properties and ensure contractual management obligations are met or exceeded.
Prepare annual association budgets.
Analyze and distribute monthly financial statements, including budget variances, cash management, and receivables-collection strategies.
Maintain complete and accurate property files and records, coordinate information processing with headquarters staff, and provide timely, detailed property-status reports.
Supervise on-site team members; develop service specifications; evaluate maintenance and management performance; promote professional conduct, safety, and teamwork.
Build collaborative relationships across departments and project teams, prepare for team meetings, and chair meetings.
Maintain current knowledge of state and regulatory agency statutes and each client’s governing documents, policies, and procedures.
Coordinate new-resident move-ins, provide introductions and orientation, explain available services, and review building rules and regulations.
Set and uphold high performance standards, follow up on service delivery, and respond to calls and correspondence promptly and professionally.
Maintain professional relationships with the Board of Directors, unit owners, and vendors, and run Board meetings when necessary according to Robert’s Rules of Order.
Prepare management reports covering administrative items, finances, property conditions, project progress, and recommendations; prepare presentations of reports, action plans, budgets, and bid analyses.
Support KWPM’s values, philosophy, and goals and adhere to company policies.
Organize time and balance competing demands across multiple projects, and attend monthly managers’ meetings.
Upload and maintain accurate documents in management support systems and keep association records, files, and communications organized according to company standards.
Monitor and negotiate contracts; ensure vendors provide required certificates of insurance and business licenses; and keep related documents current.
Update association communications, including menu boards, newsletters, and the association website.
Process violations, work orders, architectural control applications, lease applications, and sale applications as required.
Monitor cash balances and funds available for projects and manage cash flow for capital improvements.
Monitor aging reports, take timely legal action where appropriate, and update the collection module.
Maintain equipment maintenance logs and inventories and update the preventive maintenance manual quarterly.