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    Portfolio Manager - Spokane, United States - Sentry Management

    Sentry Management
    Sentry Management Spokane, United States

    1 month ago

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    Job Description

    Job Description


    Sentry Management, a leader in the HOA industry, has an exciting opportunity for a Portfolio Manager in our Spokane, Washington division office.

    The Portfolio Manager (PM) is responsible for the day-to-day facilities maintenance of the associations they manage.

    The PM is responsible for coordinating with the corporate office departments of Accounting and Support Services in order to respond to the requirements of the association board of directors and the needs of each individual community.

    The PM is expected to embrace the honor to serve our communities, as well as demonstrate kindness, professionalism, and timely resolution in every interaction.

    They will also abide by the Sentry Promises made to our board members, homeowners, and fellow employees.

    ADMINISTRATIVE RESPONSIBILITIES
    Maintain an organized filing methodology
    Serve as liaison between association boards and legal counsel regarding covenant violations
    Prepare manager reports and financial summaries to boards on a monthly basis
    Manage the onboarding and exits of associations
    Respond to requests, emails, and calls in a reasonable amount of time
    Provide written reports to boards regarding site visits
    Coordinate with Collections Department to ensure effective assessment collection and follow the Collection Policy adopted by the Board
    Review late notices and A/R reports with regard to ongoing delinquencies

    CUSTOMER SERVICE RESPONSIBILITIES
    Document, submit, and coordinate insurance claims on associations' behalf
    Identify physical assets associations are maintaining
    Identify and record violations of association governing documents
    Assist in the implementation of enforcement policies as directed by the board
    Develop and implement maintenance, repair, and replacement programs approved by board
    Project coordination
    Assist the board in developing rules and regulations
    Sustain maximum client satisfaction
    Serve as a helpful expert in exceeding customer expectations on a regular basis
    Support management team in delivering the cadence of communication

    COMMUNITY MANAGEMENT RESPONSIBILITIES
    Assist with preparation of and participate in annual and general meetings, including mailings and notices
    Assist in performing property visits
    Manage vendor proposals, contracts review and renewal, and prepare bid comparisons as required
    Manage architectural requests and approvals
    Maintain and understand all documents, Rules and Regulations, and conduct legal research as needed
    Coordinate with other employees such as janitorial, maintenance, administrative, and others
    Answer routine questions from and troubleshoot issues with owners, tenants, guests, staff, and vendors
    Recommend risk management and insurance professionals to boards
    Manage maintenance request from homeowners and board
    Collect all invoices and code for payment, and follow-up on monthly assessments due
    Attend Board meetings, take notes and prepare meeting minutes for Board review and approval and record in CommunityPro; provide to division leader as required
    Provide board and homeowner training on CommunityPro

    PERSONAL SPECIFICATIONS
    Communication Skills
    Oral Communication - Effectively expresses oneself in one-on-one and group situations and presentations
    Written Communication - Effectively expresses ideas through a variety of written communications (e-mails, reports, memos, etc.), demonstrating strong writing skills
    Listening - Demonstrates attentiveness and the ability to understand the oral communications of others through active listening skills
    Personal Motivation
    Commitment -

    Demonstrates commitment to perform above and beyond the essential functions of the job
    Self-starter who exhibits initiative and internal motivation to achieve goals, including those beyond standard expectations
    Teamwork - Ability to work well in a team environment, always willing to assist other employees
    Integrity

    Maintains social, ethical, and organizational norms
    Enthusiasm

    Demonstrates an open mind and positive attitude, while interacting with others in a positive way. Displays genuine interest, excitement, and eagerness toward job, company, employees, and customers
    Sensitivity

    Takes into consideration the feelings and needs of others in plans and actions
    Managerial Skills
    Conduct - Demonstrate high integrity, honesty, leadership, trustworthiness, goal-oriented, and deadline conscious. Affects change, when necessary, in collaboration with the Associations and Division Manager.

    Decision Making - Ability to make sound business decisions, which favorably impact customers based on logical assumptions and factual information.

    Doesn't procrastinate on tough decisions, especially those related to the budget and personnel issues
    Stress Management - Maintains stability of performance under pressure and/or opposition
    Policies and Procedures - Understand and implement all corporate policies and procedures that impact job responsibility

    ADDITIONAL REQUIREMENTS
    Must be licensed
    Licensed to operate a motor vehicle with a clean driving record
    Ability to sit or stand for long periods of time
    Ability to operate a personal computer and basic office equipment

    BENEFITS AND COMPENSATION
    Medical, Dental, Vision
    Life and AD&D
    Short and Long Term Disability
    401 (k)
    Paid Vacation
    Paid Sick/Personal Days
    Sentry Management, Inc. is an equal opportunity employer

    #J-18808-Ljbffr

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