Portfolio Manager Job Description Sample

Do you aim high? Are you genuinely helpful? Are you looking for a place where you can make a difference, receive ongoing support and training, and build a rewarding, long-lasting career? Then you may be a good fit for FirstService Residential, North America's foremost property management firm. We're all about our associates, and as we continue to grow, we're looking for even more quality people who share our dedication to doing what's right, improving residents' quality of life, building great relationships and truly making a difference for their clients, their colleagues and themselves. Is that you? If so, we think you should get to know us.

Who We Are: FirstService Residential is the largest manager of residential communities in North America, overseeing more than 5,600 properties and over 1.3 million residential units. FirstService generates more than $2.3 billion in annual revenue and has more than 23,000 employees worldwide. More information is available at www.firstserviceresidential.com.

FirstService Residential is seeking a Community Portfolio Manager for a group of communities in the Bethany Beach, DE area

Primary Responsibilities:
Manage and administer the day-to-day operations of the Community Association business. Maintain communication with Board of Trustees and homeowners.

Additional Responsibilities:

General:

• Assure that the policies, resolutions and other acts of the board are carried out

• Be knowledgeable of all Association Governing documents, Rules and Regulations and general legal requirements of a community Association

• Provide excellent customer service and maintain open lines of communication with fellow Associates, homeowners and Board of Trustees

• Have general knowledge and understanding of building systems and components

• Be available to be on-call to handle after-hours emergencies

• Prepare weekly and monthly corporate and regional reports, as required

• Follow all policies and procedures of the company

• Such other duties and responsibilities as may reasonably be directed and required

Fiscal:

• Provide input and assist and board of Trustees with the preparation of the Association's annual budget

• Be responsible for the daily implementation of the annual budget, perform general financial management and recordkeeping

• Attend regular meetings of the Finance Committee, if any, to review the Association's fiscal and financial status

• Coordinate receipt and review of invoices for services and ensure timely payment of bills

• Assist Association counsel on collection matters and monitor maintenance fee accounts Physical:

• Prepare specifications needed for all services received by the Association (e.g., landscaping, snow, trash, insurance, pool, etc.)

• Manage bid process, review bid spec proposals and comparison spreadsheets and make board recommendations as appropriate

• Negotiate Association contracts for routine services, subject to the Board's approval, and Association counsel as needed.

• Oversee work performed by association vendors and manage vendor relations

• Hire, supervise, train, schedule and evaluate other association staff

• Log work requests in management software and generate work orders for maintenance staff and/or contractors

Governance /Administration:

• Ensure maintenance of all files, records and correspondence in accordance with company procedures and good business practices

• Attend all Board meetings

• Prepare board meeting agenda, monthly management report and all other reports and material needed for Board Packet; distribute one week in advance of meeting

• Assist Board in transferring control from the developer to the owners, if applicable

• Coordinate activities of association professionals including attorneys, auditing firms and engineering firms

• Assist Association counsel on collection matters and monitor maintenance fee accounts

• Act as liaison for designated committees

• Conduct regular property inspections to ensure compliance with association Rules and Regulations. Prepare and maintain log of violations in management software

• Serve as liaison for ARC Committee, if appropriate

• Establish an annual calendar indicating all association activity, deadlines, election, meetings, projects, etc.

• Review and be familiar with all policies of insurance to ensure adequate coverage

Community Relations / Communication:

• Provide excellent customer service and maintain open lines of communication with fellow Associates, homeowners and Board of Trustees

• Update and maintain community information in management software, including but not limited to the Community Web Site, community Projects, Management Reports and all Association documents and forms

• Utilize management software's Resident Alert feature in order to keep homeowners apprised of Association activities and important updates, subject to Board authorization

• Provide customer service assistance to homeowners as needed. Assist with homeowners' calls and inquires and respond accordingly or direct to the appropriate party.

• Log all homeowner inquires in management software

• Attend regular Membership meetings

• Conduct monthly new homeowner education meetings, where applicable

• Assist with preparation of newsletter, where applicable

Staff Management:

• Team building to unite staff and create a cohesive working environment.

• Manage performance and discuss concerns regularly of all direct reports and team members.

• Influence and mentor those who provide oversight to indirect reports, as well as provide influence and mentoring to support personnel.

• Develop and lead team through regularly held team meetings

• Perform staff evaluations annually, at a minimum.

• Stabilize the retention of staff members and develop career paths for those who desire growth

• Enforce the use of policies, tools and programs by staff in the day-to-day management and operations and ensure proper adherence throughout business unit.

• Support the roll out and implementation of company & business unit initiatives and strategies.

Skill Requirements:

• Bachelor's Degree in Business, Communications or related field

• 8 + years of property management business experience

• Demonstrated business and financial acumen

• Experience with developing and maintaining client and employee relationships

• Strong written and verbal communication skills

• Excellent work processing, mathematics and computer skills required

• Commitment to obtain CPM, PCAM, ARM or AMS designations or equivalent

Essential Requirements

• Experience in leading, developing, and coaching teams, preferably within a business or customer service setting.

• Proven ability to develop relationships based on respect, trust and effective communication.

• Provide strategic direction and oversight to the management team.

• Ensure relentless focus on delivering exceptional results in line with FirstService standards and advance the culture of operational excellence.

Additional Requirements

• As a leader, you're enriched by motivating associates and developing strategies for proactive management solutions.

• You must have strong people and presentation skills and excellent written and verbal communication skills.

• You will need to be flexible with your schedule. Your work hours will be based on business needs.

• Bachelor's degree (B.A. or B.S.) in Business or related field from a four year college or university, or equivalent combination of education and experience.

• 5-7 years of business experience, preferably in real estate, asset management, financial management

• Community Association Management experience a plus

• CMCA designation preferred

• Proficient level of computer skills including Microsoft Office Word, Excel, PowerPoint, and use of graphics.

• Proven experience handling multiple projects simultaneously, and working in an environment, which requires flexibility, innovation, superb customer service skills, and organization

• Experience delivering effective presentations and training material to a variety of audiences

• Ability to read, analyze, and interpret technical procedures, leases, regulations or documents with a similar degree of complexity.

• Demonstrated and proven problem solving and decision making skills

• Ability to travel approximately 25%.

• Excellent written and verbal communication skills.

GENERAL DESCRIPTION OF POSITION

The Portfolio Manager is responsible for the management of a loan portfolio as well as underwriting and presenting commercial and consumer loans for approval.

ESSENTIAL DUTIES AND RESPONSIBILITIES
1.Underwriting and presenting commercial and consumer loans for approval. This duty is performed daily.
2.Managing a loan portfolio including lines of credit, term loans and real estate loans. Responsible for annual reviews, renewal and increase requests. This duty is performed daily.
3.Ensure timely payment of loans in the portfolio. This duty is performed daily.
4.Negotiating terms and conditions with existing borrowers. This duty is performed daily.
5.Closing loans renewals/increases in accordance with approved terms and conditions. This duty is performed daily.
6.Completes required BSA/AML training and other compliance training as assigned. This duty is performed annually.
7.The ability to work in a constant state of alertness and in a safe manner. This duty is performed daily.
8.Perform any other related duties as required or assigned.

RequirementsEDUCATION AND EXPERIENCE

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 5 years related experience and/or training, and 5 years related management experience, or equivalent combination of education and experience.

COMMUNICATION SKILLS

Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

CRITICAL THINKING SKILLS

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS

Not indicated.

SOFTWARE SKILLS REQUIRED

Intermediate: Spreadsheet, Word Processing/Typing

Basic: 10-Key, Accounting, Alphanumeric Data Entry

WORKING CONDITIONS

Normal working conditions as found within an office setting, wherein there is controlled temperature and a low noise level, plus a minimum of distractions.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing 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.

PHYSICAL ACTIVITIES

The following physical activities 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 and expectations.

Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making.

While performing the functions of this job, the employee is regularly required to sit, reach with hands and arms, talk or hear; frequently required to use hands to finger, handle, or feel; and occasionally required to stand, walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

ADDITIONAL INFORMATION

College degree in general business, finance, economics or accounting, preferred.

Five (5) years lending experience.

Five (5) years experience with banking, investment, or economic analysis.

Two (2) years experience using Microsoft Word and Excel.

Must have general computer skills.

The ability to communicate using oral and written skills.

• If you need an accommodation or assistance applying for employment, contact Centennial Bank at 501-328-4732. We comply with the ADA and consider reasonable accommodations that may be necessary.

• Home BancShares, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, veteran status, family or marital status, gender identity or expression, or any other characteristic protected by law.

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• Home BancShares, Inc. is a participant of E-Verify. View the Notice of E-Verify Participation and Right to Work provided by the US Citizenship and Immigration Services (USCIS).

• The contractor 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 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 in response to a formal complaint or charge, in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

• EEO/AA/Veteran/Disabled

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.

Position Summary

Role and Responsibilities

Portfolio Manager, Customer Care

Samsung Electronics America, Ridgefield Park New Jersey or Dallas, Texas

Position Description:

The Portfolio Manager will be responsible for the overall coordination, status reporting and strategic alignment of key projects within the Customer Care portfolio.

S/he must demonstrate curiosity, enthusiasm for continuous improvement, exceptional collaboration skills and detail orientation. Should be equally comfortable working in excel and powerpoint, and communicating via numbers, charts, and words.

Essential Duties & Responsibilities:

Coordination

• Track strategic projects through all phases/management approval gates and milestones, including concept, business plan, implementation; flag and escalate possible risks or delays

• Contribute to the establishment of a common set of practices, tools and templates for strategic portfolio, program and project level management and ensures standards are being followed; support cross-functional team project planning, decision making, and activations

• Manage regular Steering Committee process, including meeting content and cadence; assign and follow up on action items

• Lead program and operation work teams in monthly tracking review sessions to identify opportunities, interdependencies and overlapping tasks

• Work with PI to identify and deploy project management software; provide recommendations on other efficiencies and process optimizations

• Monitor and interpret key Care KPIs, e.g. repair, customer satisfaction, digital transformation, premium care

Reporting

• Lead weekly SEA Executive Reporting on KPI trends, program highlights and upcoming activities; align with NAHQ Executive Reporting

• Maintain content calendar, portfolio dashboard and database to proactively report topics of interest to management

• Generate general and executive powerpoints on demand to communicate overall portfolio and strategic project status

• Collaborate with Marketing, PR/Communications and others to access photography and optimize report design and tone

Strategic Planning

• Help develop annual Care strategic playbook, informed by SEA and business goals

• Contribute to strategic project prioritization and roadmap as part of Care portfolio development

• Ensure strategic alignment throughout year and at the point of new project initiation

Necessary Skills / Attributes:

• 5-7 years of experience and degree in project management, business or relevant area

• Understanding of how to build and manage project plans and schedules

• Excellent interpersonal skills including strong listening, written and verbal communication, with ability to clearly and professionally communicate with others

• Effective organization and time management skills with the ability to work under pressure and adhere to project deadlines

• Comfort with ambiguity and change

• Travel up to 20% on an annual basis

Company Information

Since being established in 1969, Samsung Electronics has grown into one of the world's leading technology companies and has become recognized as one of the top 10 global brands. Samsung is currently ranked #2 on Forbes' "Most Reputable Tech Companies" for 2016 and #6 on Interbrand's "Best Global Brands" list for 2017.Our network extends across the world, and Samsung takes great pride in the creativity and diversity of its talented people, who drive our growth. As a result of our commitment to innovation and unique design, the Samsung organization is one of the most decorated brands in the electronics industry.

Headquartered in Ridgefield Park, N.J., Samsung Electronics America, Inc. (SEA) is a recognized innovative leader in consumer electronics, mobile devices and enterprise solutions. A wholly owned subsidiary of Samsung Electronics Co., Ltd., SEA is pushing beyond the limits of today's technology and providing consumers and organizations with a portfolio of groundbreaking products in appliances, home entertainment, Internet of Things, mobile computing, smartphones, virtual reality, wireless infrastructure and wearables, in addition to offering leading content and services related to mobile payments, 360-degree VR video, customer support and more. Samsung is a pioneering leader in smartphones and HDTVs in the U.S. and one of America's fastest growing home appliance brands.

Samsung's philosophy is based on our strong determination for growth, perpetual innovation and responsibility to corporate citizenship. As part of our Samsung Gives philanthropic platform, we offer companywide Days of Service, a volunteer time off program, and an employee giving match program, so our employees can support causes that are closest to their hearts and choose how they want to give back. Since 2002, Samsung has provided more than $46 million to more than 1,000 public schools and community organizations in the United States through its many citizenship initiatives, including the STEAM-education based Solve for Tomorrow Contest.

At Samsung we work hard – every day. It is a fast-paced and challenging work environment, and we are a nimble team that constantly pushes ourselves to be the best. If you have energy, passion, dedication and drive, and you thrive in a fast-paced workplace, the rewards at Samsung are many. Apply today and find out why LinkedIn ranked us as one of North America's Most InDemand Employers in 2015.

Samsung Electronics America provides Equal Employment Opportunity for all individuals regardless of race, color, religion, gender, age, national origin, marital status, sexual orientation, status as a protected veteran, genetic information, status as a qualified individual with a disability or any other characteristic protected by law

Skills and Qualifications

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Heartland Financial USA, Inc. is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"™

The Portfolio Manager is responsible for underwriting Commercial and Ag credit exposures, consisting of gathering, analyzing and interpreting credit and financial information for existing and prospective customers to assess credit quality and minimize risk and potential loss. In addition, the Portfolio Manager assists the Commercial Banker in managing their client relationships.

PRIMARY & ESSENTIAL RESPONSIBILITIES:
1.Works with limited oversight, to appropriately and timely underwrite credit and develop the appropriate credit structure in relationship to the credit risk.

a. Analyzes historical and projected financial statements for business, personal borrowers and guarantors. Identifies and analyzes risks and repayment ability.

b. Evaluates the adequacy of loan structures and collateral positions.

c. Identifies risks related to borrower operations, considering the history of business, ownership, type of business entity, and industry/sector of the borrower.

d. Summarizes findings in a credit presentation (write-up) which will be utilized by the respective authorities as a basis for their approval decisions. Write-ups will summarize credit risks in a "Credit Comment"; identify loan policy exceptions; propose improvements to loan structure; assess the loan rating, and determine the probability and impact of default.

e. Reviews commercial loan file documentation for accuracy and compliance with approval requirements.

f. Completes required participation allocations based upon an understanding of requirements of combining loans for legal lending limit considerations and assesses appropriate level of approval required for each request.

g. Leads underwriting discussions with Credit Officers and Commercial Bankers.

h. May assist the Credit Officer in providing underwriting, completed applications and servicing requests for Government Guaranteed programs.

i. Keeps the Commercial Banker informed of the status of the credit and obtains concurrence from the Commercial Banker on significant changes to proposed terms and conditions of the credit.

j. Holds weekly meeting with required individuals to ensure the renewal is properly underwritten, and that the loan is renewed on or before the maturity date.
2.Assists the Commercial Banker in the monitoring of the portfolio, specifically:

a. Obtains and reviews financial statements on a timely basis.

b. Understands, detects, and reports the early warning signs of problem credits. Minimizes the risk of credit loss to maintain appropriate risk ratings on all loans.

c. Obtains and reviews Compliance Certificates, Borrowing Base Certificates, and associated receivable, payable, and inventory reports on a timely basis.

d. Monitors all covenants and follow ups immediately on any covenants out of compliance.
3.Assists the Commercial Banker in preparing for client and prospect meetings.

a. Obtains updated information on existing relationship by obtaining industry or call information from sites such as First Research and mentor.

b. Participates, with the Commercial Banker, in meetings with the client or prospect at the customer's place of business, the bank offices, or by phone. Serves as the expert on PROFITMAX.
4.Prepares business case memos and participates in business case discussions, subsequent meetings with bank management, industry specialists, and other interested parties. Exchanges information, ideas, and seeks to understand the opinions of others.
5.Assists the Commercial Banker in ensuring that all client documentation and customer agreements, credit and non-credit alike, are accurate, properly executed, and funds are withheld until all documents are properly executed.
6.Assists the Commercial Banker by being identified as the in-bank relationship manager, taking care of requests from the customer that cannot be handled by the Loan Assistant.
7.May assist the Commercial Banker by conducting loan closings.
8.Assists the Commercial Banker by scheduling, attending, and participating in the Lender Annual Review.
9.Prepares real estate property evaluations consistent with bank policy and regulations.
10. Conducts business in compliance with bank policies, procedures, federal and state laws and regulations.
11. When applicable, actively participates in community activities that promote the bank and/or assist in business development.
12. May participate in the on-site conversion of acquired banks, including assisting in the conversion of portfolio data, initiating renewal requests, and training bank staff.
13. Continuously seeks additional knowledge and training to enhance sales, credit, and people skills.

REQUIRED SKILLS & EXPERIENCE:
1.Bachelor's Degree in Business Administration, including specific courses in Accounting, Finance and Economics
2.3+ years of related experience as a Credit Analyst, Portfolio Manager or Commercial Loan Officer
3.Strong analytical skills and an understanding of general economic theory as it relates to the lending and business environment
4.Understanding of credit analysis, risk analysis, and accounting and finance principles
5.Knowledge of commercial and agricultural lending, credit and appropriate banking laws and regulations
6.Strong credit underwriting skills. Experience in credit structuring and prudently accommodating customer credit needs.
7.Track record of demonstrating accuracy and thoroughness; Looks for ways to improve and promote quality. Applies feedback to improve performance and monitors own work to ensure quality.
8.Ability to maintain confidentiality of customer and credit information
9.Demonstrated proficiency in organizing and prioritizing work to meet deadlines, with the ability to adapt within a changing environment
10. Proficient in Microsoft Word, Excel, and Outlook.
11. Experience with PROFITMAX, InfoAccess, CME, AS400/Fiserv or other relevant computer programs, preferred
12. Understanding of bank policies and procedures, preferred

Scheduled Weekly Hours:
40

Time Type:

Full time

Position Summary

Provides management, direction, and leadership to ensure the property portfolio is maintained and operated in accordance with Company objectives. Responsibilities include working closely with the Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Strong management skills, customer service skills and time-management skills are required.

Position Responsibilities

• Attends Board meetings and gives Board guidance when appropriate.

• Provides specific assistance to Board in financial management, administration, policies and procedures, property infrastructure, organization, litigation processes, property collections, maintenance and mechanical procedures.

• Reviews quality of services provided to the Association.

• Communicates with BOD regularly by either weekly personal contact or telephone. Thereby, establishing a personal relationship with the Board.

• Attends all manager staff meetings.

• Attends annual budget/election meetings.

• Conducts property visits regularly and provides Management with recommendations and observations to improve the property.

• Participates in Corporate committees as assigned.

• Ensures that the maintenance manual, equipment checklists and books are in place and are current as well as all FirstService Residential approved binders.

• Obtains and maintains all service, maintenance and access control contracts.

• Reviews/assists the obtaining and financing of all required insurance coverage.

• Monitors reserve funds to insure they are being used in accordance with BOD and regulatory requirements.

• Follows the Company's corporate policies including but not limited to, recruiting, payroll processes, accounting, and human resources policies.

• Ensures that all records are kept in good order.

• Provides a five-star customer service at all times by attending to all calls and messages timely, no later than 24 hour hours.

• Facilitates committee meetings and acts as liaison to committee members

• Prepares budget for presentation to BOD

• Acts as intermediary with owner/residents and all other staff to assist in prompt response to questions/problems.

• Follows safety procedures and maintains a safe work environment.

Operating Skills, Knowledge & Abilities

Education/Training: High School Diploma is required. College Degree preferred. Experience with financial and accounting programs preferred as well as knowledge of Mechanical Operations of a building and Equipment and Construction

Experience/Knowledge/Abilities: 1-3 years of property management experience preferred. Basic knowledge of Texas Statutes and governing documents. A detailed individual with strong ability to multi-task is required. Strong working knowledge of customer service principles and practices. Ability to read, analyze, and interpret technical procedures, leases, regulations or documents with a similar degree of complexity is required. Strong interpersonal skills. Excellent verbal and written communication skills, including ability to speak in public.

Company Overview

Mosaic is building upon its success in solar and expanding into home improvement, making it easy by leveraging technology and financial innovation, with a goal of providing access to clean energy for everyone. We are looking to collaborate with passionate, thoughtful people who want to make a real social impact while working to solve climate change. Come join our team centrally located in beautiful downtown Oakland and help build the movement towards 100% clean energy for all.

The Opportunity

The Portfolio Manager will be a critical member of Mosaic's Risk team. This role will be instrumental in managing and proactively actioning Mosaic's loan portfolio for improved performance. You will monitor, analyze, recommend and implement enhancements to servicing, collections, and credit strategies, and lead portfolio reviews with Mosaic's executive management team and other key stakeholders.

Your day-to-day

• Develop and champion data-driven collections, servicing, and credit strategies.

• Identify performance trends, monitor risk KPI's, and conduct loan-level analysis to isolate causes for variances between risk indicators and expected performance.

• Establish and maintain an effective "feedback loop" with front-end credit policy and credit operations to drive improvements to credit quality for a growing loan portfolio while balancing impacts to loan origination volumes.

• Continually enhance Mosaic's loss forecasting and ALLL methodology and practice, including scenario analysis and outcomes, maintaining effective communication with Mosaic's Finance team and other stakeholders.

• Manage and support monthly and ad-hoc presentations to Mosaic's executive leadership team and other stakeholders to succinctly communicate portfolio performance and recommend strategies to drive asset growth and improve loan performance.

What you bring to the team

• 3+ years of consumer credit experience in a bank or fintech setting

• Solid data handling and analysis skills – SQL, Python/R/SAS, etc.

• Bachelor's degree

• Knowledge of Credit Rules Engine platforms such as FICO Blaze or equivalent is a plus

• Advanced MS Excel skills and strong working knowledge of other MS Office applications

• You are a team player with exceptional verbal and written communication skills.

• Articulate; you are able to negotiate with difficult stakeholders when needed

• Able to multi-task in a high volume, fast-paced environment.

Why Mosaic

As a customer focused and driven-to-win organization, there are many exciting reasons to join the Mosaic team. We provide competitive salaries, quality healthcare and an enjoyable, be-yourself office environment. We are deeply mission and vision driven, have unlimited vacation days, and support flexible schedules when needed. Mosaic has a dynamic, fast-paced, and entrepreneurial environment, which requires a professional, flexible, self-starter attitude. We believe in hiring the best, the brightest, and cultivating a culture of collaboration and appreciation.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Company Overview

Mosaic is building upon its success in solar and expanding into home improvement, making it easy by leveraging technology and financial innovation, with a goal of providing access to clean energy for everyone. We are looking to collaborate with passionate, thoughtful people who want to make a real social impact while working to solve climate change. Come join our team centrally located in beautiful downtown Oakland and help build the movement towards 100% clean energy for all.

The Opportunity

The Portfolio Manager will be a critical member of Mosaic's Risk team. This role will be instrumental in managing and proactively actioning Mosaic's loan portfolio for improved performance. You will monitor, analyze, recommend and implement enhancements to servicing, collections, and credit strategies, and lead portfolio reviews with Mosaic's executive management team and other key stakeholders.

Your day-to-day

• Develop and champion data-driven collections, servicing, and credit strategies.

• Identify performance trends, monitor risk KPI's, and conduct loan-level analysis to isolate causes for variances between risk indicators and expected performance.

• Establish and maintain an effective "feedback loop" with front-end credit policy and credit operations to drive improvements to credit quality for a growing loan portfolio while balancing impacts to loan origination volumes.

• Continually enhance Mosaic's loss forecasting and ALLL methodology and practice, including scenario analysis and outcomes, maintaining effective communication with Mosaic's Finance team and other stakeholders.

• Manage and support monthly and ad-hoc presentations to Mosaic's executive leadership team and other stakeholders to succinctly communicate portfolio performance and recommend strategies to drive asset growth and improve loan performance.

What you bring to the team

• 3+ years of consumer credit experience in a bank or fintech setting

• Solid data handling and analysis skills – SQL, Python/R/SAS, etc.

• Bachelor's degree

• Knowledge of Credit Rules Engine platforms such as FICO Blaze or equivalent is a plus

• Advanced MS Excel skills and strong working knowledge of other MS Office applications

• You are a team player with exceptional verbal and written communication skills.

• Articulate; you are able to negotiate with difficult stakeholders when needed

• Able to multi-task in a high volume, fast-paced environment.

Why Mosaic

As a customer focused and driven-to-win organization, there are many exciting reasons to join the Mosaic team. We provide competitive salaries, quality healthcare and an enjoyable, be-yourself office environment. We are deeply mission and vision driven, have unlimited vacation days, and support flexible schedules when needed. Mosaic has a dynamic, fast-paced, and entrepreneurial environment, which requires a professional, flexible, self-starter attitude. We believe in hiring the best, the brightest, and cultivating a culture of collaboration and appreciation.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

PIMCO European Equity Trader

PIMCO is seeking an experienced and solutions-oriented Equity Trader with 3+ years of equity trading experience to be based in our New York office. The ideal candidate would have experience in trading global equity options, swaps, cash, program, and futures. The candidate must be detail-oriented and able to work well on a cohesive high performing team. S/He will work with traders, portfolio managers, research analysts, and internal support teams on a wide array of investment strategies and assist in building scalable processes to increase desk efficiencies. This Trader will cover European markets and must work European hours.

Qualifications:

• Bachelor's degree from accredited institution with focus in accounting, business, finance or economics

• Experienced in trading and monitoring equity vol across global regions a must

• Minimum of 3 years' experience trading international equities and equity related product such as swaps, futures, p-notes, options, volatility products required; as well as extensive derivatives execution experience

• Experience and proven track record of recommending trade ideas based on trading and market themes

• Ability to manage multiple tasks under pressure within a fast-paced environment and execute high volumes of trades in different regions and products simultaneously

• Strong attention to detail in every aspect of the trading process

• In-depth understanding of various global regulatory environments; and a strong understanding of risk

• Prior familiarity with compliance policies regarding best execution and fair allocation practices

• Experience with the use of a variety of electronic trading platforms such as algorithms, DMA, and dark pools

• Proven credibility and market reputation, including a strong track record of successful trading performance

• Ability to run and analyze pre and post trade analytics, liquidity analysis, and structure trades; build and maintain broker relationships

• Strong written and communication skills in order to effectively communicate across the firm with senior leaders, and present ideas cohesively

• Must have the willingness to partner effectively with legal/compliance, middle /back office, pricing, confirms, and other support teams to avoid issues in operationally complex markets with stringent regulatory environments

• Advanced knowledge of excel and an advanced familiarity with Bloomberg

• Must be able to create tools to track important trade desk metrics and create more efficient desk processes

• Is an individual with the highest integrity and ethical standards