Portfolio Manager Job Description Sample

Job Description:

Job Description:
The Portfolio Manager will be responsible for taking product concepts through the product lifecycle from ideation to market launch in collaboration with a multi-disciplinary team of various subject matter experts. This role will focus on developing and executing a digital roadmap and strategy for Stryker Surgical Technologies (ST) products and platforms. It will include both organic and inorganic paths to help expedite digital presence and connectivity transformation. Highlighted by interoperability of our systems, devices and products, this role will help our customers provide better and more seamless care for their patients. In addition, to focusing on STs product portfolio, this role will be heavily involved in cross-divisional activities and consolidated learning or research to help the business move more quickly.

• Work with marketing and marketing leadership to develop strategic rationale for organic and inorganic partnerships, projects, and development opportunities

• Develop and execute 10 yr. roadmap for digital products and platforms within the business unit

• Utilize cross-divisional partnerships to expand STs roadmap into various SYK businesses

• Support NPD process and make vs. buy analyses for connected devices and digital solutions

• Identify companies, products, technologies, and intellectual property that fits the strategic business focus, organic pipeline, and inorganic opportunity roadmap

• Contact, develop, and maintain relationships with strategic partners, SYK business units and various other SMEs related to the success of STs digital presence

• Preparation of materials to support all strategic imperatives (organic and/or inorganic development). Materials will be created in a multitude of MS Office products (Excel, PowerPoint, etc.)

• Schedule, coordinate, and lead partnership reviews with Surgical and Instruments leadership

• Execute field due diligence and voice of the customer through sales channels and key opinion leaders

• Partner with Market Insights and third party market research companies to execute primary and secondary research, surveys, and VOC/VOS

• Partner with Instruments Business Development, Sales, Marketing, R&D, Regulatory, and OUS business partners to identify viable acquisition opportunities

• Support the creation, communication, and execution of Digital Business Development strategy

• Work with salesforce and commercial partners to expand confidence in digital solutions offerings

• Develop global market segment assessments and identify opportunities with OUS partners

• Key participant in BU Product and Financial roadmap creation and communication

• Support development of projected expense budgets

• Submits periodic reports on areas of responsibility

Minimum Qualifications:

• B.A. or B.S. degree (emphasis in marketing, finance, engineering or related discipline preferred)

• Excellent analytical, interpersonal and organization skills

• Experience in successfully developing and introducing new products

• Experience and proven track record in developing and implementing Marketing strategies

• Experience building and executing strategic imperatives for an organization

• Previous experience (5+ years) in Marketing / Product Management

• Previous experience in digital product management, market insights, interoperability and software/application development preferred

• Must be able to generate and explain detailed forecasts, guidelines and procedures

• Must be able to analyze and resolve non-routine marketing issues using independent judgment

• Must be able to routinely make decisions which may affect immediate marketing operations and have a divisional effect

• Must be able to observe and correct minute inconsistencies (e.g. in the printed word, product appearance, etc.)

Work From Home: No

Travel Percentage: Up to 50%

Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer – M/F/Veteran/Disability.

Stryker Corporation will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top ranked bank, life at our company includes a working environment that thrives on collaboration, integrity, and mutual respect for one another. We encourage our associates to ask questions, learn, care deeply, and make an impact. Our dedication to customers and associates is at the core of our business culture and is represented by five core values: financial strength, superior people, customer focus, cost-effective operation, and having fun.

Portfolio Manager

Summary

Makes and services a wide variety of secured and unsecured loans or lines of credit, most of which involve large amounts of money and important customers.

The Portfolio Manager is responsible for identifying, soliciting and retaining existing commercial business relationships including commercial loans and business checking accounts as well as other services and products offered by the Bank. The Portfolio Manager must work independently, with or through the management of the Center sales and service efforts to ensure retention of existing relationships as well as the growth of these relationships. The incumbent is involved in the analysis of customer/prospect business finances needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests. The incumbent is responsible for managing a portfolio of customers and is required to expand the existing relationships, attract new relationships, and analyze customers banking needs for the suitability of all bank products and services.

Essential Duties & Responsibilities

• Exercises discretion and independent judgement in presenting complex solutions to existing customers and prospects. Must have a complete understanding of complex and multifaceted financial products and services.

• Approve loans within specified limits, and refer loan applications outside those limits to management for approval.

• Rejects loans by explaining deficiencies to customers.

• Participates in all Center functions necessary to contribute to the achievement of Center earnings and growth objective that can be measured and actively participates in various community and civic activities in the Center Service area.

• Contributes significantly to meeting or exceeding the Center budgetary goals and ensures that deposit, loan and net income goals are met.

• Works independently, with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed.

• Is compliant with all CBB policies and procedures to ensure a passing or better, Audit.

• Works independently, with or through the manager to ensure the Banks CRA policies and objectives are met for its assigned service area.

• Works independently, with or through Management of the Center's sales and service efforts to ensure retention and growth of existing relationships.

• Manage personal sales efforts that meet or exceed Center goals with a specific production goal based on experience and Center location.

• Provide, present and promote The Citizens Experience to all external and internal customers.

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.

• Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor's degree (B. A.) from four-year college or university; or a minimum seven (7) years related experience and/or training; or equivalent combination of education and experience.

Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to apply basic math concepts to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals using a PC or calculator. Ability to understand and communicate complex financial ratios to external and internal customers and departments.

Reasoning Ability:

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Computer Skills

To perform this job successfully, an individual should have knowledge of Outlook Internet software; Excel, and Word Processing software.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands, and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and color vision.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Joining Citizens Business Bank means connecting with a team of dedicated associates that continually strive for new and innovative ways to meet and exceed the needs of our customers. As a top ranked bank, life at our company includes a working environment that thrives on collaboration, integrity, and mutual respect for one another. We encourage our associates to ask questions, learn, care deeply, and make an impact. Our dedication to customers and associates is at the core of our business culture and is represented by five core values: financial strength, superior people, customer focus, cost-effective operation, and having fun.

Portfolio Manager

Summary

Makes and services a wide variety of secured and unsecured loans or lines of credit, most of which involve large amounts of money and important customers.

The Portfolio Manager is responsible for identifying, soliciting and retaining existing commercial business relationships including commercial loans and business checking accounts as well as other services and products offered by the Bank. The Portfolio Manager must work independently, with or through the management of the Center sales and service efforts to ensure retention of existing relationships as well as the growth of these relationships. The incumbent is involved in the analysis of customer/prospect business finances needs and opportunities, prospect/customer negotiations and internal presentation of credit and product requests. The incumbent is responsible for managing a portfolio of customers and is required to expand the existing relationships, attract new relationships, and analyze customers banking needs for the suitability of all bank products and services.

Essential Duties & Responsibilities

• Exercises discretion and independent judgement in presenting complex solutions to existing customers and prospects. Must have a complete understanding of complex and multifaceted financial products and services.

• Approve loans within specified limits, and refer loan applications outside those limits to management for approval.

• Rejects loans by explaining deficiencies to customers.

• Participates in all Center functions necessary to contribute to the achievement of Center earnings and growth objective that can be measured and actively participates in various community and civic activities in the Center Service area.

• Contributes significantly to meeting or exceeding the Center budgetary goals and ensures that deposit, loan and net income goals are met.

• Works independently, with or through the Manager to ensure that all bank operating and lending policies and procedures are properly and promptly implemented and followed.

• Is compliant with all CBB policies and procedures to ensure a passing or better, Audit.

• Works independently, with or through the manager to ensure the Banks CRA policies and objectives are met for its assigned service area.

• Works independently, with or through Management of the Center's sales and service efforts to ensure retention and growth of existing relationships.

• Manage personal sales efforts that meet or exceed Center goals with a specific production goal based on experience and Center location.

• Provide, present and promote The Citizens Experience to all external and internal customers.

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.

• Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor's degree (B. A.) from four-year college or university; or a minimum seven (7) years related experience and/or training; or equivalent combination of education and experience.

Language Skills Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to apply basic math concepts to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals using a PC or calculator. Ability to understand and communicate complex financial ratios to external and internal customers and departments.

Reasoning Ability:

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations.

Computer Skills

To perform this job successfully, an individual should have knowledge of Outlook Internet software; Excel, and Word Processing software.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit; use hands, and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision and color vision.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

GENERAL RESPONSIBILITIES:

• Partnering with lender to optimize customer relationships

• Acting as a liaison with Commercial Loan Processing and Servicing Departments, Loan Review, Audit, and Crowe as required

• Completing loan modifications that do not require full underwriting

• Acting, along with the lender as the first line of defense for timeliness and accuracy of risk ratings

• Completing criticized loan reports and participating in watch list program

• Completing annual reviews for lines that are part of a total exposure of $500,000 or less

• Completing annual reviews for exposure between $250,000-$500,000

• Working as part of a team

• Working with onsite equipment

ESSENTIAL FUNCTIONS:

LOAN CLOSINGS:

• Assisting in the co-ordination of loan closings

• Ensuring all loan approval conditions have been met prior to loan closing

• Performing a pre- and post-closing review of loan documents to ensure accuracy and completeness

• Ensuring accuracy of all data fields required for portfolio monitoring

ADMINISTRATION:

• Ensuring compliance with Company policy and procedures

• Ensuring compliance with Federal and State regulations

• Ensuring compliance with third party agencies and vendors

• Acting as a liaison with Commercial Loan Processing and Servicing Departments

• Acting as a liaison with Loan Review, Compliance, Internal Audit, Appraising, Loan Operations, and Examiners

• Responsible for all compliance and audit-related matters in specific areas of responsibility

• Ensuring complete data and document integrity

• Remaining current on all banking rules and regulations related to Commercial Lending

CUSTOMER SERVICE:

• Meeting or exceeding service level agreements

• Joint calls with commercial lender as required

PROFITABILITY:

• Recommending / developing fee-generating alternatives

• Recommending / developing improvements to procedures

• Establishing increased productivity and profitability

• Recommending / developing product enhancements

Primary focus will be to drive new product development strategies and innovation for the ICB-Infrastructure for the Architecture Business that provide alignment with Essential Components, Smart Machines, the Connected Enterprise and related Rockwell Automation initiatives to meet goals of profitable revenue and market share growth. The position will be directly responsible for driving the innovation process with product managers and portfolio engineers to create differentiation in I4A Business products and their development roadmaps.

Excellent commercial, technical and collaboration skills are required to successfully initiate and drive portfolio development over a multi-year planning period. Extensive knowledge of industrial automation industries, customer needs, market trends and partner/channel requirement are all necessary skills to advance the I4A portfolio performance. Key activities include working with product managers, portfolio engineers, sales personnel, customers and distributors to solve customer needs and requirements to get better results quickly through innovative product solutions and ease of doing business.

ESSENTIAL FUNCTIONS:

Functional

• Generate and manage key innovation activities for the I4A Business that stimulate creativity and problem solving based on customer feedback and technical capabilities

• Guide product managers through the innovation process so that product roadmaps are stretched to imagine a different future

• Assist in the development of individual product portfolio reviews with ICB management and coordinate with the business manager to develop an overall I4A Business review that ensures alignment with overall Rockwell Automation business strategies

• Drive cross company alignment and collaboration with other portfolio and business managers to accelerate innovation within ICB and more broadly with other Rockwell business segments

• Liaison with Global Marketing for cross-business marketing activities

Leadership

• Provide guidance to product management and project delivery teams in the following areas:

• Product knowledge

• Market knowledge

• Customer insights

• Technical knowledge and trends

• Application knowledge

• Lead the development of a portfolio strategy and voice of customer activities

Interpersonal

• Customer centric, problem solving orientation

• Self-starter with high energy and positive attitude

• Communication and soft skills necessary for the development and management of critical business relationships, both internal and external

• Organizational and decision-making skills necessary to manage competing priorities

• Adaptable and flexible to help the business take advantage of opportunities

Business

• Guide organization to be focused on customer value

• Drive innovation in portfolio strategies

• Review development project proposals, timelines and plans for alignment with portfolio strategies and customer requirements; conferring with management.

• Explore and assist with development of new/changing business models for long term success of portfolio

EOE, M/F/Disabled, Vet

#LI-CH1

#techjob

Eaton's eMobility Division is currently seeking a Portfolio Manager to join our team. This position is based at our Southfield, MI facility.

At Eaton, we are dedicated to improving the quality of life and the environment with power management technologies that are innovative, efficient, reliable and safe. Making power management work takes the passion and creativity of all our employees around the world. This passion inspired the creation of the new Eaton eMobility segment, combining our deep expertise in vehicle and electric power to deliver a wide range of solutions for on- and off-road electrified vehicles, helping to reduce the environmental impact of transportation around the world

The Portfolio Manager will be responsible for the successful oversight and execution of the portfolio management process and enterprise system associated with product development, industrialization projects, and other investments that place demands on eMobility organizational resources. Partner with the business leaders and program managers to deliver on business case cost and benefit commitments across the eMobility Product Portfolios.

Making what matters work at Eaton takes the passion of every employee around the world. We create an environment where creativity, invention and discovery become reality, each and every day. It's where bold, bright professionals like you can reach your full potential—and where you can help us reach ours.

• You will lead the eMobility project portfolio management review and approval process leveraging inputs from related business processes including product road mapping, annual planning, front-end bid and proposal processes, base product development and customer specific projects.

• You will engage in new business proposal evaluations by partnering with business partners on product strategy and product roadmap initiatives.

• You will drive and influence the annual portfolio target setting, investment prioritization methodology, and water lining activity to provide a full view of investment cost and benefit.

• You will establish and execute effective internal and external stakeholder communication strategies that address all stakeholder needs including eMobility SLT, finance partners, product strategy partners, engineering leaders, and program managers.

• You will maintain a pulse on potential portfolio adjustments and facilitate a routine change management review.

• You will drive process efficiency and embed agility and transparency into the review and reporting of financials associated with ideas and projects within the active portfolio.

• You will support business partners and program managers in establishing organizational resource management plans that clearly align the investment funding to the resource needs and capacity.

• You will partner with finance, engineering, and program management to effectively execute the actuals and forecast process for project accounting. Drive continuous improvement and alignment with business partners among the project accounting finance processes (monthly actuals/forecast spend, annual planning, and strategic planning).

When we embrace the different ideas, perspectives and backgrounds that make each of us unique, we- as individuals and as a company – are stronger.

We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.

Qualifications

Basic Qualifications:

• Bachelor's degree from an accredited institution.

• Minimum of 6 years of experience in Portfolio Management, Program Management or a combination of Portfolio Management, Financial Management, and Program Management.

• Candidates must be legally authorized to work in the United States without company sponsorship, now or in the future.

• Relocation is not offered for this position. Only candidates residing within a 50 mile radius of Southfield, MI will be considered.

Preferred Qualifications:

• 10 years of experience in Portfolio Management, Program Management or a combination of Portfolio Management, Financial Management, and Program Management.

• Bachelor's degree in Engineering, Finance, or Business Administration

• Portfolio Management Professional (PfMP)

• Project Management Institute (PMI) accreditation (PMP)

• Previous leader of people experience

• Experience in Risk Management

• Knowledge of passenger car and commercial vehicle product/markets

• Knowledge of electronics products and manufacturing processes

• Product management or product strategy experience

Position Criteria:

• Demonstrated leadership style that is consistent with Eaton expectations of leaders (ethical, passionate, accountable, efficient, transparent, learner).

• Fully Proficient in Portfolio Management and knowledgeable in Program and Project Management methodologies processes and tools.

• Excellent verbal and written communication and presentation skills with the ability to make necessary status reports and presentations to Eaton and Customer senior leadership.

• Strong analytical, financial, and business acumen skills.

#LI-RP12

We make what matters work. Everywhere you look—from the technology and machinery that surrounds us, to the critical services and infrastructure that we depend on every day—you'll find one thing in common. It all relies on power. That's why Eaton is dedicated to improving people's lives and the environment with power management technologies that are more reliable, efficient, safe and sustainable. Because this is what matters. We are confident we can deliver on this promise because of the attributes that our employees embody. We're ethical, passionate, accountable, efficient, transparent and we're committed to learning. These values enable us to tackle some of the toughest challenges on the planet, never losing sight of what matters.

Job: Program / Project Management

Region: North America – Canada

Organization: VEH EMB eMobility

Job Level: Manager

Schedule: Full-time

Is remote work (i.e. working from home or another Eaton facility) allowed for this position?: No

Does this position offer relocation?: No

Travel: Yes, 10 % of the Time

Overview

The Portfolio Manager position is responsible for analyzing, structuring, underwriting and coordinating the closing of major and complex Commercial loans in compliance with the Bank's lending policies and procedures. The Portfolio Manager will work with the Relationship Manager to manage loans to ensure the credit risks are responsibly monitored and identified. This position will assist in attaining established Bank, region and branch goals through active participation in underwriting and closing desirable credits with the Relationship Manager with an emphasis on PE and QSR deals. The Portfolio Manager is responsible for assuring compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.

Responsibilities

• Work closely with the Relationship Manager to develop new and or maintain existing client relationships while ensuring a timely credit process from start to finish.

• Along with the Relationship Manager, interface with clients in-person, over the phone and email in order to assess their credit needs and determine the best structure and items needed for analysis.

• Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan Committee for approval;

• Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; assist in solving problems relative to processing and servicing of loans within the Relationship Managers portfolio;

• Reinforce superior customer service through your own example along with appropriate follow-through with involved customers and employees.

• Handle various other underwriting, portfolio management and upkeep tasks and responsibilities related to new loan requests and/or the existing Relationship Managers portfolio.

Qualifications

Qualifications;

• Bachelor's Degree from a 4 year college or university degree, preferably in Finance or Accounting

• Minimum 5 years Commercial underwriting experience at a financial institution

• Exceptional credit knowledge and underwriting skills in C & I and Real Estate lending.

• Advanced experience, knowledge and training in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas.

• Strong portfolio management skills allowing for timely identification of credit concerns by bringing items of concern to the Relationship Managers attention;

• Outstanding presentation, verbal and written communication skills.

• Ability to work well with others in a collaborative team environment.

• Excellent ability to juggle multiple credit requests at once.

• Self-starter, entrepreneurial attitude and an upbeat positive outlook.

Job Title

Portfolio Manager

Job Description Summary

Job Description

Manage the operation of the portfolio. Responsibilities include customer service and support, financial performance of the portfolio, third party management and development

PRINCIPAL RESPONSIBILITIES

• Responsible for maintaining desired internal financial benchmarks within the portfolio as defined by the Account Executive, General Manager & Field Manager.

• Function as a leader in creating customer service programs for external and internal customers.

• Includes developing a work environment that ensures customer service activities and enhancing its value to the organization.

• Manage financial performance by maintaining an acceptable P&L performance through management of overall operating procedures and policy.

• Provide input in asset management decisions and capital expenditures

• Review and present all information to owners. Includes monthly financial reports and performance reports and business plans.

• Review and sign service contracts.

• Proactive and preventive maintenance programs to avoid cost and equipment failures

• Follow-up and control of select capital and all expense projects to ensure quality

• Manage over one million square feet of commercial & industrial facilities

• Shared responsibility for all expense and select capital budgets in excess of $2 million

• Trend, track and ensure all department results are achieved

• Ensure standards for business conduct, ethics, training and safe workplace

KNOWLEDGE AND EXPERIENCE

• Education: 4-year college degree, CPM, RPA, FMA designation preferred in addition to degree.

• Experience: Minimum of 5 years multi-site diverse use property management responsibilities, 3-5 years of supervisory experience, 3-5 years of commercial HVAC mechanical experience or equivalent

• Experience in Operation and budget planning preferred, and Business continuity/Disaster Recovery

• Special Skills Required:

• Highly organized

• Superior verbal, written and presentation skills

• Ability to function within various disciplines (i.e., construction, information systems, portfolio services and accounting)

• Ability to communicate company vision effectively

Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.

This position is responsible for general supervision of condominium properties in portfolio providing the management skills needed to effectively manage such properties including Board of Trustees relations, resident’s relations, adherence to condominium legal documents and bylaws, manual and computerized recordkeeping, maintenance coordination, and daily administration of properties in portfolio.

Requirements

• Accept, create, prepare and submit work orders to schedule crews to perform maintenance and repair work.
• Inspect grounds and buildings of portfolio communities on regular basis.
• Respond to trustee questions.
• Attend monthly meetings with trustees as necessary.
• Communicates with owners/residents and the board of trustees via written correspondence, telephone, e-mail, and/or any electronic mean available to resolve any administrative issue that may arise.
• Address unit owner’s inquiries concerning the common areas of the condominium portfolio, owners/resident’s conflicts, and resolution with the board of trustees when necessary.
• Coordinate capital projects.
• Review monthly financial reports and approve for distribution to trustees.
• Ensure that each condominium has current, adequate, and periodically reviewed master insurance policy coverage, including replacement cost and directors’ and officers’ liability coverage.
• Prepare and conduct annual election meetings.
• Collaborate in budget planning, review annual budget with board of trustees and obtain their approval.

• Review and approve bills for each property in the portfolio.
• Ensure that the Condominium Documents are followed and enforce rules and regulations of each condominium in the portfolio according to the procedures established by the condo documents and the board of trustees.
• Solicit bids/services from contractors following proper procedure to meet the needs of the condominiums’ regular needs and management projects approved by the board of trustees.
• Prepare and keep in the appropriate physical and electronic file project condominium records and detailed incident reports.
• Be available for emergency calls 24/7.

ew monthly delinquency reports and follow up with the necessary action, including collection procedures.

Benefits

Medical Insurance

Dental Plan

Vision Plan

401k

Voluntary Life Insurance

Paid vacation, paid sick & personal time off

Paid holidays

Flex Spending Account

Dependant Care Account

Continued Training