CMA Portfolio Manager

Purpose

To work with the Board of Directors (BOD) to provide guidance and improve the overall quality of living in Homeowners Associations (HOA) and Condominium Associations. Property managers serve as the liaison and expert between the BOD, homeowners, committees, and vendors.

• Interact directly with BOD, HOA, and vendors
• Help uphold the covenants and standards set in an HOA or condominium
• Work with your respective Division Manager, Administrative Assistant, and Accountant to accomplish tasks for associations

• Creating draft budgets
• Monitoring budgets and expenses on behalf of clients
• Compile letters, newsletters, management reports, and board packets
• Creates and manages monthly action items list for each property
• Attends monthly meetings with clients and division
• Maintain consistent office hours as designated by the Division Manager
• Receives service requests for repairs or maintenance of property, and reports issues to the Board of Directors in a timely manner

• Primarily located in a comfortable indoor area but will require some time spent outside inspecting and visiting properties
• Demands accuracy
• May be involved in difficult situations

Minimum Qualifications:

• Must have an active Florida Community Association Management (CAM) License or obtain it before date of hire, as well as maintain it
• Must pass a background check
• Preferred skills in Vantaca HOA Accounting software, Strongroom AP System

Job Type: Full‑time

Salary: $55,000.00 – $60,000.00 per year

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule: Monday to Friday, occasional weekends may be required

Entry level

Full‑time

Finance and Sales