Searching for experienced Portfolio Managers in the Lake Norman or UNCC area.
A minimum of 3 to 5 years of Portfolio Management experience is preferred.
CMCA and AMS certifications preferred.
• Excellent Communication Skills
• Excellent Customer Service Skills
• Excellent time Management Skills
• Must be proficient in Microsoft office applications (Word, Excel, Outlook)
• High words per minute typing preferred
• Knowledge of Village Management Software (VMS) a plus
• Ability to multi-task
• Must be detail oriented
• Ability to review and analyze Financial Reports
• General knowledge of Insurance with regards to HOAs
• General knowledge of Contract Bid Processes
• General knowledge of Proper Meeting Order
• Familiarity with Architectural Request process
• Ability to create and maintain Budgets

• Maintain communication with Community Boards of Directors
• Schedule and prepare for Regular Board Meetings
• Maintain communication with Homeowners
• Respond to Homeowner needs
• Analyze monthly financial reports, create variance reports for the Board of Directors
• Create monthly Management Reports
• Contact vendors for Community Maintenance and Special Projects
• Oversee daily operations of the 10 to 12 HOAs
• Attend Regular Meetings with the management firm

• Position is Full Time

• Benefits available

• E-mail resume and cover letter for consideration to