CMA Assistant Portfolio Manager en Associa CMA Communities
Associa CMA Communities · Birmingham, Estados Unidos De América · Hybrid
- Professional
- Oficina en Birmingham
Position Purpose:
The Assistant Portfolio Manager is responsible for assisting with overseeing the operations, governance, and financial management of multiple Homeowners Associations (HOAs) and Condominium Associations. Working closely with Boards of Directors (BOD), homeowners, and vendors. The Assistant Portfolio Manager provides expert guidance, ensures compliance with governing documents, and fosters well-maintained, thriving communities. This position requires strong leadership, communication, and organizational skills, along with the ability to manage multiple associations effectively.
Nature and Scope:
- Assist the primary liaison between the Board of Directors, homeowners, committees, and vendors.
- Assist with providing professional guidance to Boards on operational, financial, and governance matters.
- Report and assist that community policies, covenants, and standards are consistently upheld.
- Asist as needed with management reports, newsletters, and Board meeting packets.
- Attend and assist with facilitating regular Board and committee meetings, ensuring action items are tracked down and completed.
Major Tasks and Responsibilities:
- Assist with preparing annual draft budgets and assisting Boards in budget review and approval.
- Assist with monitoring association financial performance, expenses, and reserve funding.
- As needed collaborate with accounting staff to ensure accurate and timely financial reporting.
- Assist with receiving and processing maintenance or service requests; coordinate with vendors to ensure timely resolution.
- Assist with conducting regular property inspections to assess maintenance needs and ensure compliance with community standards.
- Assist with maintaining accurate association records and documentation.
- Maintain consistent office hours as directed by the Division Manager.
- As needed assist with operations comply with state regulations, association governing documents, and company policies.
Minimum Qualifications:
- Valid Driver’s License and reliable transportation. (Required)
- Experience using Vantaca HOA Management Software and Strongroom AP System. (Preferred)
- Minimum of 2–3 years of experience in community or property management (HOA/Condo management preferred).
- Strong interpersonal, written, and verbal communication skills.
- Excellent organizational skills with the ability to manage multiple projects simultaneously.
- Proficiency in Microsoft Office Suite and standard business communication tools.
Job Type: Full-Time; Temporary
Salary: $45,000 annually depending on experience
Schedule: Monday through Friday, standard hours 9:00 AM to 5:00 PM (to be determined by Supervisor).
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