Regional PortfolioManager (Affordable) - Sacramento, CA As a Regional PortfolioManager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio.
Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment.
If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you!
What we're looking for: Regional PortfolioManager to support the Affordable Portfolio in the Sacramento, CA area with a strong experience in affordable properties.
This position is Full-Time | Salary |Pay Range for this position is: $100,000 - $110,000 / Yr
Requirements:
* Previous experience as a regional manager in residential multi family property management is required
* Experience with Affordable properties, Tax Credit, HUD, Lease Up is required
* State of CA Real Estate License is required.
* Experience with affordable housing/tax credit properties
* Experience in developing property budgets, as well as dealing with complex operational matters daily
* Must have a valid driver's license and proof of automobile insurance coverage
* Local travel required; occasional travel out of state on an as-needed basis
* Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus
Why You'll Love Working Here:
CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding.
Our benefits include:
* Medical, dental, vision insurance
* Pet insurance
* Life insurance and identity theft protection
* Paid sick and vacation time
* 401(k) plan with company match
* Flexible Spending Accounts (FSAs)
* Employee Assistance Program (EAP)
* Additional perks: Service award days, floating holiday, early earned wage access and more
At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment.
Additional information:
* This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance.
* CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law.
* We are an Equal Opportunity Employer and encourage all qualified candidates to apply.
Ready to make an impact?
If you're excited about joining a team that values your skills and offers great benefits, click "APPLY".
Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
$100k-110k yearly 19d ago
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Regional Portfolio Manager
The Conam Group 4.4
Portfolio manager job at ConAm Management
Regional PortfolioManager (Affordable) - CalCoast Corporate Office | San Diego, CA As a Regional PortfolioManager (Affordable) with CONAM, you will oversee many properties in a portfolio. You will make decisions in order to achieve the overall objectives of the communities in your region. You'll hire, train, mentor, lead and inspire a team of property management professionals. You'll oversee financial budgeting and reporting and you'll manage the marketing and leasing efforts for all apartment communities in the portfolio.
If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you!
Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment.
If you possess a customer-focused mindset, can oversee or be a part of the daily operations and management of a multi-family residential community, and want to be a part of our company's growth, we want to hear from you!
What we're looking for: Affordable Regional PortfolioManager to support the Affordable Portfolio in San Diego, CA area with a strong experience in affordable properties.
This position is Full-Time | Salary |Pay Range for this position is: $85,000 - 105,000 / Yr + Bonus Potential
Requirements:
* Previous experience as a regional manager in residential property management with supervisory/management experience
* Experience with affordable properties, HUD, Low Income Tax Credit (LIHTC) and Lease Up is required
* CPM designation is a plus but not required
* State of CA Real Estate License required.
* Experience with affordable housing/tax credit properties
* Experience in developing property budgets, as well as dealing with complex operational matters daily
* Must have a valid driver's license and proof of automobile insurance coverage
* Local travel required; occasional travel out of state on an as-needed basis
* Computer knowledge: MS Word, Excel & Outlook; MRI software knowledge is a plus
Why You'll Love Working Here:
CONAM Management Corporation is more than just a job - it's a career where you can grow and be recognized for your expertise in Property Management. We offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding.
Our benefits include:
* Medical, dental, vision insurance
* Pet insurance
* Life insurance and identity theft protection
* Paid sick and vacation time
* 401(k) plan with company match
* Flexible Spending Accounts (FSAs)
* Employee Assistance Program (EAP)
* Additional perks: Service award days, floating holiday, early earned wage access and more
At CONAM, we pride ourselves on our culture of excellence and commitment to fostering an inclusive, diverse, and supportive work environment.
Additional information:
* This position is contingent upon passing a background check, employment verification, pre-employment physical, drug screening, valid driver's license and auto insurance.
* CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law.
* We are an Equal Opportunity Employer and encourage all qualified candidates to apply.
Ready to make an impact?
If you're excited about joining a team that values your skills and offers great benefits, click "APPLY".
Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.
$85k-105k yearly 35d ago
Senior Industrial Portfolio Manager
Institute of Real Estate Management 3.9
Walnut Creek, CA jobs
We are a privately held, 50+ year-old investment, development, and property management firm located in well-appointed and easily accessible offices in Walnut Creek. Our company is team-oriented and high energy. We operate a diversified portfolio of office buildings, multi-family apartments, retail shopping centers, industrial complexes, self-storage properties, hotels, and land developments in multiple states. We provide a professional work environment with an upbeat and positive team of people focused on providing superior investment opportunities for private real estate investors.
SUMMARY
The Senior Industrial PortfolioManager is responsible for overseeing the strategic and operational performance of a portfolio of industrial real estate assets. This individual will manage property performance, drive value creation through leasing and capital improvements, monitor financial metrics, and lead initiatives to ensure the long-term growth and profitability of the portfolio. The ideal candidate will bring a deep understanding of industrial real estate markets, asset management, leasing, and capital planning.
Bachelor's degree in real estate, Finance, Business, or related field; MBA or Master's preferred.
7-10+ years of experience in industrial portfoliomanagement.
Strong knowledge of industrial property operations, leasing, and financial analysis.
Management of bidding, contracting, and oversight of capital projects and tenant improvements.
Demonstrated experience in managing large multi-property portfolios.
Proficient in Excel, Yardi, and real estate valuation modeling.
Excellent communication, negotiation, and presentation skills.
Proven ability to manage multiple priorities and work in a fast-paced environment.
Willingness to travel as needed for site visits and broker/tenant meetings.
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$131k-196k yearly est. 6d ago
Asset Manager
The William Warren Group 3.8
Santa Monica, CA jobs
The William Warren Group is a privately held, institutional real estate investment, development, acquisition and property management firm based in Santa Monica, CA. Since its inception in 1994, its focus has been on investments in major metropolitan markets across the United States that offer significant cash flow, revenue growth, and long-term capital appreciation opportunities. The company focuses on delivering exceptional customer service, introduces progressive thinking and technology to the market, and maximizes profitability for investors, all within a fun and inspiring team environment.
When you join our family, you are tapping into the power of a different kind of brand. We seek motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment, you are in the right place. Ready to create the extraordinary? Come join us to take your career to new heights and make it an awesome work life!
How You'll Make a Difference
The Asset Manager is responsible for helping to develop and maintain asset-level financial models that forecast detailed profit and loss in order to optimize cash flow at the property level. This role closely interacts with our Accounting, Marketing and Operations Team to ensure successful implementation of our financial initiatives.
Assists in the preparation and approval process of property operating budgets.
Assists in monthly, quarterly and annual reporting of the portfolio to WWG partners, JV partners and 3rd-party owners.
Assists with monthly review of operating statements including financial analysis to determine present and future financial performance, returns and cash impacts.
Helps maximize total return for each assigned asset through preparation of reports, analysis of property efficiencies and identifying opportunities for improved performance.
Aids in financial analysis, market studies and industry standard reporting (i.e., variance reporting, discounted cash flows, IRR's, etc).
Special projects relating to increasing revenues and reducing expenses across the portfolio.
Assists in the due diligence and underwriting of potential acquisitions.
Helps ensure articulation and consistency of company image and position within all internal and external communications.
Serves as point of contact with capital partners and owners regarding performance of assets.
Coordinates with CapEx team regarding project budgets and return on investment analyses.
Coordinates with the Real Estate team regarding projecting operating expenses for new acquisitions and developments.
Coordinates with BizDev team regarding projecting operating expenses for management proformas.
Works closely with Marketing, Data Intelligence team and Operations on a weekly basis to analyze performance, diagnose issues, and identify solutions for underperforming assets.
Please note that you may be asked to perform a variety of duties from time to time, which may not fall strictly in your job description. For a variety of business, safety, and technical reasons, it is necessary that all positions at WWP maintain a high level of flexibility in reference to duties you will be expected to perform.
What Makes this Opportunity Awesome
$70,000-$80,000 per year + Bonus
Make a difference and have a positive impact.
Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities.
Contribute creatively to the organization's success by generating new and useful ideas.
About You
Education: BA/BS in related field preferred or equivalent experience
Experience: 2-5 years of real estate asset management experience preferred
Excellent communication skills (verbal and written) including active listening
Relationship skills
: ability to develop and sustain cooperative working relationships - both internal and external.
Organizational skills/Multi-tasking
: Exceptional organization skills with the ability to allocate one's time effectively, work under pressure, and meet tight deadlines; ability to handle multiple demands and competing priorities; ability to prioritize workload; and an ability to work at a detailed level.
Proven skills in contributing to the development of company objectives and achieving desired goals.
Strong accountability combined with strong work ethic and enthusiasm for teamwork
Energetic self-starter with an ability to thrive in a fast pace environment.
Intrapersonal:
A willingness to learn in a dynamic environment that includes new ideas and innovation, intellectually curious, adaptable and ambitious.
Computer Skills: Advanced Excel skills and MS Office Suite, high-level of comfort learning new accounting systems and computer applications,
Zoom, Gmail, Microsoft Teams
The William Warren Group, we believe in the talent of our people. It is our passion and commitment to excellence that drives our vast portfolio of properties to succeed. We take pride in all that we do and all that we represent. It is what makes us uniquely WWG. Ready to create the extraordinary? Come join us!
Additional Perks for eligible employees:
WWG offers a competitive compensation and performance-based bonus program, in addition to medical, dental, vision, 401(k) with company matching, paid time off (PTO) and holiday perks, employee assistance program (EAP), pet insurance and teambuilding events and activities.
The William Warren Group and StorQuest say NO to drugs
Equal Employment Opportunity
WWP is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. WWP is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
To learn more about our awesome company check us out on ********************* and to apply visit *********************/careers
$70k-80k yearly 3d ago
Portfolio Community Manager
Hoamco 4.0
Flagstaff, AZ jobs
Job Description
Portfolio Community Manager - HOAMCO - Flagstaff , AZ
**Immediate Opening** - Apply Today.
Benefits available after 60 Days.
This is a great opportunity!
HOAMCO CULTURE:
At HOAMCO, our team members are passionate about their work, bringing enthusiasm and dedication to every task. They excel independently and understand the importance of teamwork. We are committed to building people and communities by fostering open, honest relationships through transparent communication. Our dedication to exceptional customer service ensures we positively impact everyone we interact with.
FUNCTION & ROLE:
Under the general supervision of the Regional Director, the Portfolio Community Association Manager is responsible for overseeing the performance of personnel and the maintenance of physical properties or projects under their supervision, ensuring compliance with established company and Board policies and procedures. The PortfolioManager is tasked with maintaining and managing community accounts, actively supporting the community's values, vision, and philosophies. They are expected to exhibit a leadership style that ensures residents' needs are met with a high level of satisfaction.
The Portfolio Community Association Manager also serves as a crucial liaison between HOAMCO and the assigned communities, facilitating effective communication and coordination.
SUPERVISORY RESPONSIBILITIES:
Supervises all on-site maintenance and other personnel, as necessary.
REQUIREMENTS:
Qualifications:
CMCA certified or higher management designation preferred
Minimum of 1-2 years' experience as a Community Association Manager preferred, or other management experience.
Responsibilities and duties:
Community
Leadership
Serve in a key community leadership role aimed at building and maintaining connections and opportunities that foster a true sense of community.
Provide advisory support to the board for long-term planning, goal-setting, and policymaking guidance.
Act as a liaison between HOAMCO and assigned community.
Effective
Communication
and
Relationship
Management
Communicate proactively and transparently while building relationships with board members, residents, and staff.
Facilitate regular meetings with the Developer, board members, residents, and volunteers to ensure open lines of communication.
Develop and maintain a professional relationship with the Board of Directors for each assigned Association.
Daily Operations and Asset Management
Oversee the daily operations, management, and maintenance of community assets.
Facilitate upkeep of residential files and records, legal documents, property deeds, construction plans, member rosters, contracts, annual reports, meeting minutes, and all other relevant records.
Facilitate and attend all Association meetings.
Effectively leverage company and vendor resources to execute board directives and achieve community goals.
Oversee service contractors to ensure cost-effective and high-quality service delivery. Negotiate service contracts and obtain bids as needed or directed by the Board of Directors.
Ensure that all procedures are being adhered to for vendors, contractors, service requests, and maintenance form logs.
Inspect exterior and common areas of each assigned project at least twice a month and prepare written recommendations for physical repairs and/or replacements as required by the Board of Directors.
Develop a building maintenance program and schedule for management of community assets.
Governance
and
Community
Standards
Maintain and uphold the community's standards as required by applicable laws, CC&Rs, and design guidelines.
Facilitate the architectural design review process.
Evaluate and oversee the CC&R compliance process.
Liability
and
Risk
Management
Ensure liability and insurance policies comply with requirements set forth by governing documents and applicable laws.
Develop and implement a comprehensive risk management program in consultation with industry experts and advisors.
Ensure proper documentation for worker's compensation, liability insurance coverage, and all executed written contracts for any contractors prior to engaging in work for any property managed by HOAMCO.
Budgeting
and
Financial
Oversight
Collaborate with and assist the Board of Directors in preparing the annual budget for each fiscal year.
Administer and monitor operating and reserve budgets.
Review monthly financial packages and prepare budget variance report for the Board of Directors.
Ongoing review of budget, evaluating ways to improve service and/or cut expenses.
Review all contractual services annually and/or as needed to ensure community objectives are met.
Timely and Accurate Communication
Ensure all association notices are accurate and distributed in a timely manner.
Process all electronic, paper, and telephone correspondence and respond to inquiries and requests in a professional and timely manner.
Create and prepare complete Board of Directors packets, agendas, and management reports.
Other
Duties
Perform other duties as assigned to support the overall success and well-being of the community.
Attend all appropriate HOAMCO training classes, meetings, and seminars as requested.
HOAMCO Employees Excel at:
Consistently projecting a positive image of the company.
Prioritizing tasks effectively in a fast-paced environment, handling interruptions seamlessly.
Being strong team players, ready to assist others as needed.
Demonstrating highly effective interpersonal skills and collaborating well with colleagues.
Providing exceptional customer service.
Maintaining an enthusiastic, professional, and positive demeanor.
Upholding integrity and credibility.
Why Join HOAMCO?
Since 1991, HOAMCO (Homeowners Association Management Company) has been a leader in community association management, currently managing over 600 communities across six states-and we're still growing! At HOAMCO, we value teamwork, integrity, and exceptional service. This is an exciting opportunity to be part of a company that makes a real impact in communities.
$79k-144k yearly est. 19d ago
Portfolio Community Manager - HOAMCO - Flagstaff , AZ
Hoamco 4.0
Flagstaff, AZ jobs
Portfolio Community Manager - HOAMCO - Flagstaff , AZ **Immediate Opening** - Apply Today. Benefits available after 60 Days. This is a great opportunity! HOAMCO CULTURE: At HOAMCO, our team members are passionate about their work, bringing enthusiasm and dedication to every task. They excel independently and understand the importance of teamwork. We are committed to building people and communities by fostering open, honest relationships through transparent communication. Our dedication to exceptional customer service ensures we positively impact everyone we interact with. FUNCTION & ROLE: Under the general supervision of the Regional Director, the Portfolio Community Association Manager is responsible for overseeing the performance of personnel and the maintenance of physical properties or projects under their supervision, ensuring compliance with established company and Board policies and procedures. The PortfolioManager is tasked with maintaining and managing community accounts, actively supporting the community's values, vision, and philosophies. They are expected to exhibit a leadership style that ensures residents' needs are met with a high level of satisfaction. The Portfolio Community Association Manager also serves as a crucial liaison between HOAMCO and the assigned communities, facilitating effective communication and coordination. SUPERVISORY RESPONSIBILITIES: Supervises all on-site maintenance and other personnel, as necessary. REQUIREMENTS: Qualifications:
CMCA certified or higher management designation preferred
Minimum of 1-2 years' experience as a Community Association Manager preferred, or other management experience.
Responsibilities and duties:
Community
Leadership
Serve in a key community leadership role aimed at building and maintaining connections and opportunities that foster a true sense of community.
Provide advisory support to the board for long-term planning, goal-setting, and policymaking guidance.
Act as a liaison between HOAMCO and assigned community.
Effective
Communication
and
Relationship
Management
Communicate proactively and transparently while building relationships with board members, residents, and staff.
Facilitate regular meetings with the Developer, board members, residents, and volunteers to ensure open lines of communication.
Develop and maintain a professional relationship with the Board of Directors for each assigned Association.
Daily Operations and Asset Management
Oversee the daily operations, management, and maintenance of community assets.
Facilitate upkeep of residential files and records, legal documents, property deeds, construction plans, member rosters, contracts, annual reports, meeting minutes, and all other relevant records.
Facilitate and attend all Association meetings.
Effectively leverage company and vendor resources to execute board directives and achieve community goals.
Oversee service contractors to ensure cost-effective and high-quality service delivery. Negotiate service contracts and obtain bids as needed or directed by the Board of Directors.
Ensure that all procedures are being adhered to for vendors, contractors, service requests, and maintenance form logs.
Inspect exterior and common areas of each assigned project at least twice a month and prepare written recommendations for physical repairs and/or replacements as required by the Board of Directors.
Develop a building maintenance program and schedule for management of community assets.
Governance
and
Community
Standards
Maintain and uphold the community's standards as required by applicable laws, CC&Rs, and design guidelines.
Facilitate the architectural design review process.
Evaluate and oversee the CC&R compliance process.
Liability
and
Risk
Management
Ensure liability and insurance policies comply with requirements set forth by governing documents and applicable laws.
Develop and implement a comprehensive risk management program in consultation with industry experts and advisors.
Ensure proper documentation for worker's compensation, liability insurance coverage, and all executed written contracts for any contractors prior to engaging in work for any property managed by HOAMCO.
Budgeting
and
Financial
Oversight
Collaborate with and assist the Board of Directors in preparing the annual budget for each fiscal year.
Administer and monitor operating and reserve budgets.
Review monthly financial packages and prepare budget variance report for the Board of Directors.
Ongoing review of budget, evaluating ways to improve service and/or cut expenses.
Review all contractual services annually and/or as needed to ensure community objectives are met.
Timely and Accurate Communication
Ensure all association notices are accurate and distributed in a timely manner.
Process all electronic, paper, and telephone correspondence and respond to inquiries and requests in a professional and timely manner.
Create and prepare complete Board of Directors packets, agendas, and management reports.
Other
Duties
Perform other duties as assigned to support the overall success and well-being of the community.
Attend all appropriate HOAMCO training classes, meetings, and seminars as requested.
HOAMCO Employees Excel at:
Consistently projecting a positive image of the company.
Prioritizing tasks effectively in a fast-paced environment, handling interruptions seamlessly.
Being strong team players, ready to assist others as needed.
Demonstrating highly effective interpersonal skills and collaborating well with colleagues.
Providing exceptional customer service.
Maintaining an enthusiastic, professional, and positive demeanor.
Upholding integrity and credibility.
Why Join HOAMCO? Since 1991, HOAMCO (Homeowners Association Management Company) has been a leader in community association management, currently managing over 600 communities across six states-and we're still growing! At HOAMCO, we value teamwork, integrity, and exceptional service. This is an exciting opportunity to be part of a company that makes a real impact in communities.
$79k-144k yearly est. 54d ago
Portfolio Manager, New Development (Subtext)
Cardinal Group Companies 4.0
Denver, CO jobs
PortfolioManager, New Development COMPENSATION: Pursuant to Colorado regulations, if this job is performed in Colorado, the salary range is $100,000 - $105,000 plus bonus potential. Eligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts.
SUMMARY
The PortfolioManager New Development is responsible for the operations, leasing, and marketing of an assigned portfolio of ground up developments from pre-development, through active lease up and until transitioned to stabilized operations. The PortfolioManager New Development will leverage departmental, intracompany, intercompany, and external resources to drive operational performance, efficiency, consistency, and innovation across their portfolio of Lease Ups.
RESPONSIBILITIES (Including but not limited to)
Leadership and Strategic Planning
* Primary point of contact for clients. Expected to manage client relationships and maintain client satisfaction.
* Develop strong working relationships with internal and external constituents
* Collaborate and communicate with other departments internal to Cardinal Group Management, including the Systems Team, Business Development, Transitions Team, Accounting Team, Management Services and, People and Culture Team.
* Update and adhere to the Lease-Up Transition Tracker ensuring communication and deadlines between all internal departments is clear.
* Prepares and interprets reports necessary for auditing property performance.
* Seek opportunities to bring innovative marketing ideas to the lease-up by tracking industry and non-industry trends.
* Attend weekly client calls to present leasing updates and marketing strategies.
* Promote and understand all aspects of CWOL and live the Cardinal Core Values daily.
* Manage New Development funding requests and funding true ups during lease up.
Operations, Admin and Financial Management
* Review the new property transition list and work with internal and external partners to complete it.
* Facilitate the opening and ongoing operations of the leasing office.
* Maintains all operational property information: vendor contacts, employee rosters, budgets, marketing strategy, etc.
* Prepare and present the initial lease-up budget based on clients' underwriting, date of TCO, unit delivery, and absorption schedule..
* Prepare and present proposed rates, premiums, and leasing fees for client approval.
* Review monthly variance reports and submit them to clients.
* Provide quarterly forecasts based on market demand and leasing velocity.
* Prepare and interpret reports necessary for auditing the property's performance.
* Complete regular lease audit to ensure compliance.
* Finalize lease and addendums.
* Set up Entrata and Terrain.
Personnel
* Prepare a lease-up staffing plan. Collaborate with stabilized PM on the staffing transition plan from lease up to year one operations.
* Hire, train and on-board the Community Manager with the input of the stabilized PortfolioManager.
* Oversee the Community Manager in on-site hiring efforts.
* Engage in leasing, follow up, and outreach to model ideal execution.
* Monitors team member performance and acts as an advisor for team member development and corrective action when necessary.
* Provides direct support to the Community Managers to ensure that all policies and procedures are followed according to best practice.
* Monitors Team Member participation in Cardinal U.
Marketing and Branding
* As needed work with the contracted marketing agency on the naming, branding, collateral, website, imagery, signage, etc.
* Prepare the marketing plan, budget and goals for each property and present them for client review.
* Train the on-site team on the brand and ensure the vision of the brand is achieved throughout each aspect of the leasing and marketing experience.
* Review and approve each community's Monthly Marketing Plan (MMP). Meet with the CM and LMTL prior to launch to discuss execution and look for opportunities to optimize efforts.
* Review property website, collateral, and ads for accuracy on an ongoing basis.
* Guide on-site Team Members and ensure proper implementation of all marketing initiatives and activity at your portfolio's communities. This may include housing fairs, open houses, orientations, community events, university and local marketing events, promotional items, social media, website audits, advertisements, and online digital strategies.
* Review SEO and PPC monthly and present to clients when requested.
* Monitor effectiveness of marketing mediums and make adjustments as needed.
Leasing and Training
* Create property specific training materials that cover the brand, the market, the competitive advantages, apartment features, community amenities, and property location. Conduct training of material to on-site Team Members prior to lease launch.
* Execute the approved "Cardinal Leasing Experience" at all communities. This includes, but is not limited to sales, customer service, curb appeal, model presentation, leasing technology and marketing, etc.
* Provide on-site leasing sales and marketing training and regular and consistent feedback to the Leasing Teams with regards to phone and onsite tour performance, via phone, video conference, virtual role playing, and in person role-playing.
* Audit unit assignments to maximize open units.
QUALIFICATIONS
* Experience with Lease Up Student Communities required.
* 3-5 + years' experience in property management with a focus on leasing and marketing
* Bachelor's degree preferred.
* Strong communication and collaboration skills.
* Ability to motivate and energize a team.
* Ability to analyze leasing data including but not limited to traffic volume, closing ratios, market
* comparable data, lease signing velocity, rental rates, and concession analysis.
* Knowledge of leasing and sales techniques.
* Computer skills, including but not limited to email, internet, Word processing, spreadsheet,
* database, and community management software.
* Knowledge of Microsoft Office and Google Apps for Business.
* Ability to define and solve problems, collect, and analyze data, establish facts, and draw valid
* conclusions.
* Ability to deal with several abstract and concrete variables.
* Understands and complies with all Fair Housing Laws and standards.
* Ability to embody the Cardinal Culture and Cardinal Core Values every day.
* Willingness to travel up to 40%.
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.
Incumbents primarily work in an office environment but also have frequent exposure to outside of apartment buildings and in all areas of the property including amenities and have frequent exposure to outside elements where temperature, weather, odors, and/or landscape may be unpleasant and/or hazardous.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by a Team Member 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 Team Member is regularly required to use hands to finger, type, handle, or feel and talk or hear. The Team Member regularly required to stand; walk; reach with hands and arms, and climb, stoop, or squat. The Team Member is often required to sit. Incumbents must be able to physically access all exterior and interior parts of the property and amenities and must be able to work inside and outside in all weather conditions including, but not limited to rain, snow, heat, hail, wind and sleet.
The Team Member must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Routine local travel is required to attend training classes, client visits, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position. Overnight travel required to attend company functions, training, property visits, and other situations necessary for the accomplishment of special projects that may be assigned from time to time.
The above job description is not intended to be an all inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their Team Leader.
$100k-105k yearly 7d ago
Portfolio Manager, New Development (Subtext)
Cardinal Group Career 4.0
Denver, CO jobs
PortfolioManager, New Development
COMPENSATION: Pursuant to Colorado regulations, if this job is performed in Colorado, the salary range is $100,000 - $105,000 plus bonus potential. âEligible to participate in the company benefits plan. We offer health, vision, dental, and pet insurance. We offer a 401(k) retirement plan, student loan assistance, licensing and continuing education reimbursement, parental leave, and housing allowances or gifts.
SUMMARY
The PortfolioManager New Development is responsible for the operations, leasing, and marketing of an assigned portfolio of ground up developments from pre-development, through active lease up and until transitioned to stabilized operations. The PortfolioManager New Development will leverage departmental, intracompany, intercompany, and external resources to drive operational performance, efficiency, consistency, and innovation across their portfolio of Lease Ups.
RESPONSIBILITIES (Including but not limited to)
Leadership and Strategic Planning
Primary point of contact for clients. Expected to manage client relationships and maintain client satisfaction.
Develop strong working relationships with internal and external constituents
Collaborate and communicate with other departments internal to Cardinal Group Management, including the Systems Team, Business Development, Transitions Team, Accounting Team, Management Services and, People and Culture Team.
Update and adhere to the Lease-Up Transition Tracker ensuring communication and deadlines between all internal departments is clear.
Prepares and interprets reports necessary for auditing property performance.
Seek opportunities to bring innovative marketing ideas to the lease-up by tracking industry and non-industry trends.
Attend weekly client calls to present leasing updates and marketing strategies.
Promote and understand all aspects of CWOL and live the Cardinal Core Values daily.
Manage New Development funding requests and funding true ups during lease up.
Operations, Admin and Financial Management
Review the new property transition list and work with internal and external partners to complete it.
Facilitate the opening and ongoing operations of the leasing office.
Maintains all operational property information: vendor contacts, employee rosters, budgets, marketing strategy, etc.
Prepare and present the initial lease-up budget based on clients' underwriting, date of TCO, unit delivery, and absorption schedule..
Prepare and present proposed rates, premiums, and leasing fees for client approval.
Review monthly variance reports and submit them to clients.
Provide quarterly forecasts based on market demand and leasing velocity.
Prepare and interpret reports necessary for auditing the property's performance.
Complete regular lease audit to ensure compliance.
Finalize lease and addendums.
Set up Entrata and Terrain.
Personnel
Prepare a lease-up staffing plan. Collaborate with stabilized PM on the staffing transition plan from lease up to year one operations.
Hire, train and on-board the Community Manager with the input of the stabilized PortfolioManager.
Oversee the Community Manager in on-site hiring efforts.
Engage in leasing, follow up, and outreach to model ideal execution.
Monitors team member performance and acts as an advisor for team member development and corrective action when necessary.
Provides direct support to the Community Managers to ensure that all policies and procedures are followed according to best practice.
Monitors Team Member participation in Cardinal U.
Marketing and Branding
As needed work with the contracted marketing agency on the naming, branding, collateral, website, imagery, signage, etc.
Prepare the marketing plan, budget and goals for each property and present them for client review.
Train the on-site team on the brand and ensure the vision of the brand is achieved throughout each aspect of the leasing and marketing experience.
Review and approve each community's Monthly Marketing Plan (MMP). Meet with the CM and LMTL prior to launch to discuss execution and look for opportunities to optimize efforts.
Review property website, collateral, and ads for accuracy on an ongoing basis.
Guide on-site Team Members and ensure proper implementation of all marketing initiatives and activity at your portfolio's communities. This may include housing fairs, open houses, orientations, community events, university and local marketing events, promotional items, social media, website audits, advertisements, and online digital strategies.
Review SEO and PPC monthly and present to clients when requested.
Monitor effectiveness of marketing mediums and make adjustments as needed.
Leasing and Training
Create property specific training materials that cover the brand, the market, the competitive advantages, apartment features, community amenities, and property location. Conduct training of material to on-site Team Members prior to lease launch.
Execute the approved “Cardinal Leasing Experience” at all communities. This includes, but is not limited to sales, customer service, curb appeal, model presentation, leasing technology and marketing, etc.
Provide on-site leasing sales and marketing training and regular and consistent feedback to the Leasing Teams with regards to phone and onsite tour performance, via phone, video conference, virtual role playing, and in person role-playing.
Audit unit assignments to maximize open units.
QUALIFICATIONS
Experience with Lease Up Student Communities required.
3-5 + years' experience in property management with a focus on leasing and marketing
Bachelor's degree preferred.
Strong communication and collaboration skills.
Ability to motivate and energize a team.
Ability to analyze leasing data including but not limited to traffic volume, closing ratios, market
comparable data, lease signing velocity, rental rates, and concession analysis.
Knowledge of leasing and sales techniques.
Computer skills, including but not limited to email, internet, Word processing, spreadsheet,
database, and community management software.
Knowledge of Microsoft Office and Google Apps for Business.
Ability to define and solve problems, collect, and analyze data, establish facts, and draw valid
conclusions.
Ability to deal with several abstract and concrete variables.
Understands and complies with all Fair Housing Laws and standards.
Ability to embody the Cardinal Culture and Cardinal Core Values every day.
Willingness to travel up to 40%.
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.
Incumbents primarily work in an office environment but also have frequent exposure to outside of apartment buildings and in all areas of the property including amenities and have frequent exposure to outside elements where temperature, weather, odors, and/or landscape may be unpleasant and/or hazardous.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by a Team Member 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 Team Member is regularly required to use hands to finger, type, handle, or feel and talk or hear. The Team Member regularly required to stand; walk; reach with hands and arms, and climb, stoop, or squat. The Team Member is often required to sit. Incumbents must be able to physically access all exterior and interior parts of the property and amenities and must be able to work inside and outside in all weather conditions including, but not limited to rain, snow, heat, hail, wind and sleet.
The Team Member must be able to push, pull, lift, carry, or maneuver office products and supplies of up to twenty (20) pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Routine local travel is required to attend training classes, client visits, or other situations necessary for the accomplishment of some or all of the daily responsibilities of this position. Overnight travel required to attend company functions, training, property visits, and other situations necessary for the accomplishment of special projects that may be assigned from time to time.
The above job description is not intended to be an all inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their Team Leader.
$100k-105k yearly 7d ago
21R Commercial Portfolio Manager II
The Adam Corporation Group 4.2
College Station, TX jobs
COMMERCIAL PORTFOLIOMANAGER II
Provides support to commercial relationship managers which includes: preparation of credit approval packages, annual reviews, renewals of credits, credit and non-credit proposals, coordination of loan closings and non-credit account set-ups. Acts as a secondary contact on client relationships. Coordinates credit and loan portfolio administration support for several commercial relationship managers.
Job Functions:
Provides accurate financial analysis and risk assessment of new and existing clients.
Reviews and spreads financial statements and prepares comprehensive financial analysis on the creditworthiness of the borrower.
Underwriting, structuring, and risk rating of credit requests for new and existing client relationships.
Prepares FACT sheets and credit approval packages and presentation documents.
Responsible for ensuring all reviews and renewals of C&I and CRE loans are reviewed and re-documented (if necessary) timely, prior to becoming an administrative past due issue.
Responsible for monitoring of covenants, covenant compliance, borrowing base certificates and other conditions of credit.
May participate in on-site client visit with commercial relationship manager.
Interprets and evaluates consumer credit bureau reports, Dun & Bradstreet business reports and public records.
May perform other tasks and assist in projects as needed.
Position Requirements:
Bachelor's Degree in Business, Finance, Accounting or related discipline.
7+ years previous commercial portfolio experience or commercial loan and underwriting experience in a financial services environment.
Key Qualifications:
Excellent oral and written communication skills
Ability to make sound transactional decisions to ensure polices and directives are met.
Ability to promote a client-service environment responding to client concerns as well as ongoing client relationship support.
Ability to effectively interact with credit administration .
Demonstrates understanding of credit servicing.
Knowledgeable of computer systems including databases, Microsoft Office products, etc.
Experience with credit analysis software.
$74k-136k yearly est. Auto-Apply 60d+ ago
Portfolio Manager
Property Management Associates 3.5
Culver City, CA jobs
Preferred Experience includes: managing, directing, and implementing operational strategies and objectives for a portfolio of Market Rate and Rent Controlled properties to ensure the achievement of property and organizational goals; developing and controlling a budget, assuring that operations are fiscally sound; assisting with the development and implementation of organizational policies and procedures related to property management; ensuring the physical assets assigned are maintained according to the organization's standards; maintaining an acceptable occupancy level established by the organization; maintaining clean buildings and grounds; recruiting, training, developing and supervising the on‐site property staff; interacting with vendors; the community, at‐large; and the residents; assisting senior management and other managers with special projects and other related work.
Essential Functions:
Financial
• Prepare annual operating and capital budgets, review financial statements/reports, and prepare monthly variance reports
• Responsible for the accurate and timely establishment of rent levels as approved by senior management, the timely collection and deposit of all rental and other payments due from residents, and the taking of corrective and/or legal action as required to obtain collections
• Responsible for ensuring implementation of annual rent increases
Maintenance
• Responsible for the implementation and reporting of all maintenance policies, plans, and procedures, including, but not limited to, work order systems, purchase order systems, preventive maintenance systems, inventory control, and the turnover process
• Work with maintenance staff to resolve maintenance issues
• Create short and long range plans for correction of deficiencies and for normal maintenance of the properties
• Conduct routine meetings (at least monthly) with the maintenance staff
Marketing
• Responsible for maintaining budgeted occupancy goals
• Responsible for the accurate and timely submission of marketing reports, and for maintaining current comparable studies
• Make recommendations to improve marketing and leasing programs
• Demonstrate a comprehensive understanding of the competition, general market area, and product knowledge
• Supervise and participate in the Leasing and Renewal Programs
• Conduct monthly meetings with the site level administrative staff
• Inspect properties in portfolio to ensure the highest standards are maintained; evaluate effectiveness and efficiency of maintenance, grounds, and housekeeping operations; conduct periodical inspection of vacant apartments for market‐ready condition
Personnel
• Participate in the hiring, promotion, termination and transfer of site personnel, including the timely submission of all required paperwork
• Ensure appropriate staff development and/or training is provided,( including his/her own) and that all staff is aware and correctly implements the fair housing/ employment laws, safety rules and regulations, and other company and governmental policies and procedures
• Hire, train, supervise, develop, and terminate the employment of those supervised in accordance with company policies and directives; perform timely performance evaluations on employees
• Assist Property Managers with site‐level employees; approve all new hires, status changes, and terminations for on‐site personnel in coordination with Human Resources and senior management
Job Requirements:
• Education- B.A/B.S. Undergraduate degree preferred but not required
• Must have at least 3-5 years of supervisory experience in the area of Property Management and Rent Control
• Proficient in Excel, MS Office and Yardi Voyager.
• Job requires oversight of multiple properties. Candidate must be willing to travel locally
• Valid driver's license and reliable transportation
• Experience in property budget preparation is required
• Demonstrated experience in problem identification, analysis, recommendation of options and development of logical and workable solutions
Competitive Salary $100,000 to $105,000k DOE, 401k, Health and Dental Benefits
$100k-179k yearly est. 17d ago
Portfolio Manager
Northmarq 4.4
Denver, CO jobs
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today.
Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives).
This position offers a flexible work environment and is available for an immediate start.
Position Responsibilities:
Plan and schedule own workload to efficiently meet benchmarks within the department.
Provide premier customer service to lenders, borrowers, other servicing staff and regional offices.
Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations.
Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors.
Follow up with borrowers and management companies regarding variances and general income and expense questions.
Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss.
Monitor maturing loans and provide the required notices to borrowers.
Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk.
Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system.
Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc.
Calculate and coordinate loan payoff requests, including yield maintenance calculations.
Monitor and collect outstanding mortgage payments, carefully documenting collection efforts.
Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders.
Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge.
Assist team members on advanced and/or complicated consent requests.
Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback.
Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year).
Serve on procedure committees updating policies and procedures for Portfolio & Asset Management.
Perform other reasonable tasks/projects as assigned within the department.
What We're Looking For:
Bachelor's Degree, preferably in the finance, real estate, or accounting area.
4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred.
Strong skills in Microsoft Outlook, Excel, and Word
Strong knowledge of commercial real estate finance and commercial loan terminology
Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties.
Solid understanding of commercial real estate finance
Demonstrated leadership and training abilities.
Strong analytical and modeling skills
Excellent verbal and written communication skills
Passionate about customer service, providing exceptional service to all internal and external customers
Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines.
Ability to work both independently and within a team, with minimal supervision.
Demonstrated work ethic and willingness to work extended hours when necessary.
Attention to detail and accuracy required required.
Problem solving skills to reflect level of responsibilities.
Ability to maintain sensitive and confidential information.
Ability to maintain positive attitude in all situations.
Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
Colorado Residents:
Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the PortfolioManager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.
#LI-ES1
#LI-Onsite
$85k-110k yearly Auto-Apply 57d ago
Portfolio Manager
Northmarq 4.4
Denver, CO jobs
Job Description
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today.
Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives).
This position offers a flexible work environment and is available for an immediate start.
Position Responsibilities:
Plan and schedule own workload to efficiently meet benchmarks within the department.
Provide premier customer service to lenders, borrowers, other servicing staff and regional offices.
Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations.
Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors.
Follow up with borrowers and management companies regarding variances and general income and expense questions.
Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss.
Monitor maturing loans and provide the required notices to borrowers.
Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk.
Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system.
Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc.
Calculate and coordinate loan payoff requests, including yield maintenance calculations.
Monitor and collect outstanding mortgage payments, carefully documenting collection efforts.
Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders.
Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge.
Assist team members on advanced and/or complicated consent requests.
Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback.
Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year).
Serve on procedure committees updating policies and procedures for Portfolio & Asset Management.
Perform other reasonable tasks/projects as assigned within the department.
What We're Looking For:
Bachelor's Degree, preferably in the finance, real estate, or accounting area.
4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred.
Strong skills in Microsoft Outlook, Excel, and Word
Strong knowledge of commercial real estate finance and commercial loan terminology
Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties.
Solid understanding of commercial real estate finance
Demonstrated leadership and training abilities.
Strong analytical and modeling skills
Excellent verbal and written communication skills
Passionate about customer service, providing exceptional service to all internal and external customers
Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines.
Ability to work both independently and within a team, with minimal supervision.
Demonstrated work ethic and willingness to work extended hours when necessary.
Attention to detail and accuracy required required.
Problem solving skills to reflect level of responsibilities.
Ability to maintain sensitive and confidential information.
Ability to maintain positive attitude in all situations.
Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
Colorado Residents:
Northmarq carefully considers multiple factors to determine compensation, including a candidate's education, training, and experience. The salary range for the PortfolioManager position is $85,000.00 to $110,000.00 annually. This range is a good faith estimate and the actual compensation that is offered to a successful candidate will depend on the candidate's skills, qualifications, and experience.
#LI-ES1
#LI-Onsite
$85k-110k yearly 13d ago
Portfolio Manager
Northmarq 4.4
Dallas, TX jobs
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today.
Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives).
This position offers a flexible work environment and is available for an immediate start.
Position Responsibilities:
Plan and schedule own workload to efficiently meet benchmarks within the department.
Provide premier customer service to lenders, borrowers, other servicing staff and regional offices.
Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations.
Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors.
Follow up with borrowers and management companies regarding variances and general income and expense questions.
Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss.
Monitor maturing loans and provide the required notices to borrowers.
Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk.
Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system.
Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc.
Calculate and coordinate loan payoff requests, including yield maintenance calculations.
Monitor and collect outstanding mortgage payments, carefully documenting collection efforts.
Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders.
Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge.
Assist team members on advanced and/or complicated consent requests.
Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback.
Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year).
Serve on procedure committees updating policies and procedures for Portfolio & Asset Management.
Perform other reasonable tasks/projects as assigned within the department.
What We're Looking For:
Bachelor's Degree, preferably in the finance, real estate, or accounting area.
4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred.
Strong skills in Microsoft Outlook, Excel, and Word
Strong knowledge of commercial real estate finance and commercial loan terminology
Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties.
Solid understanding of commercial real estate finance
Demonstrated leadership and training abilities.
Strong analytical and modeling skills
Excellent verbal and written communication skills
Passionate about customer service, providing exceptional service to all internal and external customers
Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines.
Ability to work both independently and within a team, with minimal supervision.
Demonstrated work ethic and willingness to work extended hours when necessary.
Attention to detail and accuracy required required.
Problem solving skills to reflect level of responsibilities.
Ability to maintain sensitive and confidential information.
Ability to maintain positive attitude in all situations.
Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
#LI-ES1
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#LI-Onsite
$71k-129k yearly est. Auto-Apply 57d ago
Portfolio Manager
Northmarq 4.4
Dallas, TX jobs
Job Description
At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today.
Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate!
This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, underwriting borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. The focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added as the company grows (In line with department goals and objectives).
This position offers a flexible work environment and is available for an immediate start.
Position Responsibilities:
Plan and schedule own workload to efficiently meet benchmarks within the department.
Provide premier customer service to lenders, borrowers, other servicing staff and regional offices.
Manage a portfolio of commercial real estate loans spanning across various Life Insurance Company Lenders with varying requirements and regulations.
Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of various Life Insurance Company Lenders, and other investors.
Follow up with borrowers and management companies regarding variances and general income and expense questions.
Review and make recommendations for releases from reserves including replacement, repair, capital expenditure, TI/LC, and insurance loss.
Monitor maturing loans and provide the required notices to borrowers.
Monitor and update monthly loan reports utilized by investors and management to analyze portfolio risk.
Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system.
Underwrite and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers, loan assumptions, etc.
Calculate and coordinate loan payoff requests, including yield maintenance calculations.
Monitor and collect outstanding mortgage payments, carefully documenting collection efforts.
Grow and develop strong relationships with Northmarq's Life Insurance Company Lenders.
Provide training and mentoring across the team on areas of expertise including analysis underwriting and general CRE knowledge.
Assist team members on advanced and/or complicated consent requests.
Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback.
Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year).
Serve on procedure committees updating policies and procedures for Portfolio & Asset Management.
Perform other reasonable tasks/projects as assigned within the department.
What We're Looking For:
Bachelor's Degree, preferably in the finance, real estate, or accounting area.
4-6 years of experience in finance or accounting. Background in commercial lending or servicing preferred.
Strong skills in Microsoft Outlook, Excel, and Word
Strong knowledge of commercial real estate finance and commercial loan terminology
Demonstrated underwriting and/or lender asset management experience on multifamily & commercial properties.
Solid understanding of commercial real estate finance
Demonstrated leadership and training abilities.
Strong analytical and modeling skills
Excellent verbal and written communication skills
Passionate about customer service, providing exceptional service to all internal and external customers
Strong organizational and prioritization skills, with the ability to manage multiple assignments while meeting deadlines.
Ability to work both independently and within a team, with minimal supervision.
Demonstrated work ethic and willingness to work extended hours when necessary.
Attention to detail and accuracy required required.
Problem solving skills to reflect level of responsibilities.
Ability to maintain sensitive and confidential information.
Ability to maintain positive attitude in all situations.
Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
#LI-ES1
#LI-Onsite
#LI-Onsite
$71k-129k yearly est. 9d ago
Portfolio Manager III
First Western 4.1
Denver, CO jobs
Job Description
First Western is seeking a PortfolioManager III to join our team!
Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.
As a PortfolioManager III at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Investment Management team to deliver comprehensive solutions that exceed client expectations.
If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.
What You Will Do:
PortfolioManagement - Monitor and manage assigned portfolios to align with client objectives and risk parameters; conduct performance analysis and recommend adjustments based on market conditions.
Trade Execution - Execute equity, fixed income, and alternative investment trades accurately and timely, ensuring compliance with regulatory requirements and internal policies.
Client Relationship Management - Serve as the primary contact for investment clients, providing timely responses, proactive outreach, and quarterly reviews to ensure satisfaction and adherence to service standards.
Client Engagement & Advisory - Prepare and deliver portfolio reviews, collaborate with relationship managers, and provide strategic insights to address client inquiries.
Investment Strategy & Planning - Develop asset allocation strategies in line with policy guidelines; produce cash flow and wealth planning tools to deepen client relationships and expand wallet share.
Business Development & Sales Support - Identify new opportunities through networking and consultative selling; coordinate RFPs, presentations, and onboarding for new accounts.
Research Collaboration - Partner with the Investment Research team to implement strategies, leverage market intelligence, and contribute to idea generation and tactical asset allocation discussions.
Compliance & Risk Management - Maintain consistent adherence to operational policies, regulatory requirements, and asset review processes.
Leadership & Community Engagement - Mentor associates, assist with training, and maintain a strong presence in the community through networking and board involvement.
What You Bring:
Proficient in Microsoft Office Suite, with exceptional Excel skills.
Experience with CRM preferred.
Strong mathematical and analytical skills.
High initiative and follow-through.
Ability to work independently and with a team.
Excellent written and verbal communications skills.
Able to organize, prioritize, multi-task, and self-starter.
Experience working with high net-worth individuals.
Education Level Education/Degree Details Required or Preferred
Bachelor's Degree Business, Finance, or related field Required
Master's Degree MBA Preferred
Experience Length Experience Details Required or Preferred
7-10 years Investment management Required
5-7 years Business development in local market Required
License/ Certification Details Time Frame Required or Preferred
CFP or CFA Upon Hire Required
What You Receive:
At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.
Pay Range: $121,000 - $194,000/YR
Job Classification: Full-Time Exempt
*Actual offer will be based on experience, location, education, and/or skills*
- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off+ Bank Holidays
Interested in learning more and seeing how we connect? Visit us today at: *************************
Questions? Contact us at **************************
First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.
First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact **************************.
Region A Pay Range
Pay Range$121,000-$194,000 USD
$49k-83k yearly est. Easy Apply 15d ago
Portfolio Manager
Property Management Associates 3.5
Culver City, CA jobs
Job Description
Property Management Associates is growing and looking for a PortfolioManager to manage approximately 15 properties throughout Orange County and South Bay Los Angeles with experience in Multi-Family Management, to join our team and grow in a dynamic and exciting place to work that values its employees.
Essential Functions include a deep understanding of property operations, financial aspects of multi-family property management, property maintenance and vendor management, property marketing and property leasing, team development, employee supervision, and motivation.
Job Requirements:
Education - B.A/B.S. Undergraduate degree preferred
Years of Experience - 5 years of prior supervisory experience with rent control
Computer Skills - Proficient in Excel, MS Office Suite (Word, Outlook, Excel), and Yardi Voyager
Physical Requirements -Ability to walk properties, climb stairs, bend, lift to 25lbs
Valid driver's license and reliable transportation
Well-versed in all areas of financial management, including budgeting, income & expense oversight, and variance reporting
Demonstrated experience in problem identification, analysis, recommendation of options, and development of logical and workable solutions
PMA offers a competitive benefits package to full-time employees, including:
Medical, Dental, Vision, and Life Insurance with an employer contribution
401(k) with discretionary company contribution after 1 year
Short-term & Long-term Disability
Critical Illness/Accident/Hospital Indemnity Plans
Generous Paid Time Off: Time off benefits include vacation, holidays, and sick time
Start the weekend Early (1-hour early Release on Fridays)
#IND123
Pay Range$100,000-$105,000 USD
We celebrate diversity and are committed to creating an inclusive environment for all employees. Take your career in property management to another level
About Property Management Associates
Property Management Associates (PMA) is a full service Property Management Company located near Los Angeles, California. PMA has been in business for over 30 years. We specialize in commercial and residential property management, apartments for rent in Los Angeles and greater LA County, and commercial real estate for lease. This, combined with our professional property management services, makes PMA one of the largest property management companies in Southern California. Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff. We are also a family oriented company with great opportunities to grow!
Property Management Associates encourages an entrepreneurial spirit and believes in investing in our staff.
PMA does not accept unsolicited resumes from third-party recruiters unless they were contractually engaged by PMA to provide candidates for a specified opening. Any such employment agency, person or entity that submits an unsolicited resume does so with the acknowledgement and agreement that PMA will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. At this time, we are not working with any agencies.
All job offers are contingent on completion of a background check and proof of eligibility to work in the United States.
$100k-105k yearly 23d ago
Regional Portfolio Manager
Cascade Management 3.6
Bend, OR jobs
About Us
Compensation: $70,000 - $90,000 / annually
Schedule: Monday-Friday (8:00am - 5:00pm)
Hours: 40 Full Time
Portfolio Location: Central Oregon
Benefits: Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term Disability and Life Insurance, Employee Assistance Program. Accident/Cancer Plan, Medical and Dependent Care Flex Benefit
* Salary is typically hired between minimum and midpoint of salary range depending on experience and any rent benefit adjustments.
Cascade Management, Inc. and its principals began providing property and asset management services in 1974. We continue to manage the majority of properties from our original portfolio, which has grown substantially over time. Through our growth, the commitment to our properties, owners and employees remains fundamental to our values.
Cascade Management's Service Model is the foundation of everything we do and is expected to be upheld every day you come to work. Our Service Model represents the most important behaviors and actions to ensure a stakeholder interaction is positive every time. As an integral part of the Cascade team, all members are expected to carry out our Service Model of Friendly, Helpful, Knowledgeable, Respectful, and Responsive.
Essential Functions and Responsibilities
SUMMARY
The Regional PortfolioManager oversees the entire operation of an assigned portfolio of communities. The Regional PortfolioManager is responsible for achieving the financial and compliance goals established for each community and for meeting any other established operational goal. Each Regional PortfolioManager supervises all staff assigned to the communities and works under the direct supervision of the Sr. PortfolioManager.
Formulate and manage the operational and capital budget for the communities (annually), track and report on the financial performance of the communities (monthly), and implement strategies for enhancing the value of the assets. Meet regularly with Zone PortfolioManager to report on portfolio performance.*
Responsible for financial oversight including review and approval of invoices for properties within portfolio in a timely manner, provide plan for outstanding late invoice payment.*
Work with Accounts Receivable to ensure timely collection and notify the accounting department of any abnormalities. *
In partnership and guidance of the Zone PortfolioManager, attend regular meetings with property owners to discuss the property performance and critical areas that need addressing, utilizing a structured meeting with agenda.*
Ensure all operational functions of the properties (rent increase, notices, violations, inspections and reports) are budgeted, tracked, and implemented as scheduled. With Zone PortfolioManagers, implement strategies for achieving high operational performance in the areas of expense management, resident retention and service, income generation, and collections.*
Recruit, hire, train, and manage the performance of direct reports and take appropriate actions to ensure achievement of performance expectations; contact the Director of Human Resources when performance issues are identified to provide progressive discipline for correction. Promote staff accountability and responsibility.*
Meet regularly with Community Staff to monitor performance, provide training and deliver feedback on work provided.
Coach, train, develop and proactively manage performance for community staff to create stability.
Identify specific individual training and development needs for field staff as needed, working in collaboration with the Zone PortfolioManagers and Employee Development Department regarding specific training requests.
Ensure direct reports are in compliance with local, state, and federal laws pertaining to the industry, employment, and resident/tenant relations.*
Make regular visits to each property site and ensure that the interior and exterior of the community meet Cascade Management safety and appearance standards. Responsible for overall property health.*
Ensure quality maintenance of each property through tracked regular preventative maintenance inspections and timely completion of work orders. *
Address maintenance emergencies promptly, responding to after-hours calls.
Work with Community Managers to assure on site work is done satisfactorily. Approve all repair, operating and maintenance contracts, within delegated contracting and signing authority, utilizing approved vendors while monitoring vendor performance. Report all property related issues.*
Monitor annual certification continuously with regards to PBV waitlists, and other related certifications. Address deficiencies in a timely manner and involve Human Resources with identified staff performance deficiencies.*
Maintain property records in accordance with Cascade Security Protocols and ensure the properties are equipped with appropriate equipment to meet security requirements. Regular security checks performed.*
Review and approve site staff timecards.
Regular and reliable attendance during scheduled hours*
Perform other duties as required.*
Qualifications and Physical Demands
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
High school diploma or general education degree (GED). 3+ years of Community Management experience with 150 units or more required. 2+ years with experience in multiple properties in management position equivalent required. 2+ years of proven increased responsibility and staff oversight required. 3+ years of Tax Credit, HUD and/or affordable housing experience required. Experience in Finance and Budgeting preferred.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid Driver's License and insurance is required.
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 use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.
$70k-90k yearly Auto-Apply 60d+ ago
Portfolio Manager
Princeton Property Management 4.3
Portland, OR jobs
Princeton Property Management is seeking an experienced PortfolioManager to join our dynamic team.
As a PortfolioManager, you are primarily responsible for overseeing all aspects of management of multiple investment properties for private clients and ownership groups.
Compensation: $125,000+ a year + benefits and bonuses!
The ideal candidate will have 5+ years of experience as a Regional or PortfolioManager, successfully overseeing multiple property assets. They should demonstrate supportive leadership skills, a proven ability to build and maintain strong teams, and possess excellent client relations experience.
Key Responsibilities:
Provide leadership and guidance to property teams across your portfolio.
Ensure operational excellence, financial performance, and compliance with company standards.
Build strong relationships with clients and ownership groups, delivering exceptional service and reporting.
Develop and implement strategies to maximize property value and resident satisfaction.
Qualifications:
Proven experience in property or portfoliomanagement.
Strong financial acumen and ability to analyze property performance.
Excellent communication and leadership skills.
What you get from us besides a great place to work:
Competitive wages
Quarterly bonus potential
Monthly phone reimbursement & auto reimbursement for all mobile positions
Medical, Dental, Life Insurance and Vision
Outstanding Pharmacy Coverage Co Pays
Optional Voluntary Life Insurance Plans
401K with a generous employer match
Profit sharing potential
Generous vacation time off
Paid holidays, sick time, and family leave
Earn more $ with our bonus structure!
Paid Family Leave for Oregon and Washington
What are you waiting for? Apply today!
$39k-58k yearly est. 35d ago
Regional Portfolio Manager
Cascade Management 3.6
Tigard, OR jobs
About Us
Cascade Management, Inc. and its principals began providing property and asset management services in 1974. We continue to manage the majority of properties from our original portfolio, which has grown substantially over time. Through our growth, the commitment to our properties, owners and employees remains fundamental to our values.
Cascade Management's Service Model is the foundation of everything we do and is expected to be upheld every day you come to work. Our Service Model represents the most important behaviors and actions to ensure a stakeholder interaction is positive every time. As an integral part of the Cascade team, all members are expected to carry out our Service Model of Friendly, Helpful, Knowledgeable, Respectful, and Responsive.
Rate of Pay: $$73,000-$85,000 Annual salary paid biweekly
Schedule:Monday- Friday 8a-5p
Hours:40 (Exempt)
Location: Corporate Office, 9600 SW Oak St, Tigard, OR 97223
Benefits: Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term Disability and Life Insurance, Employee Assistance Program. Accident/Cancer Plan, Medical and Dependent Care Flex Benefit Essential Functions and Responsibilities
SUMMARY
The Regional PortfolioManager oversees the entire operation of an assigned portfolio of communities. The Regional PortfolioManager is responsible for achieving the financial and compliance goals established for each community and for meeting any other established operational goal. Each Regional PortfolioManager supervises all staff assigned to the communities and works under the direct supervision of the Zone PortfolioManager. This position is to support our Portland Metro and surrounding area properties.
Formulate and manage the operational and capital budget for the communities (annually), track and report on the financial performance of the communities (monthly), and implement strategies for enhancing the value of the assets. Meet regularly with Zone PortfolioManager to report on portfolio performance.*
Responsible for financial oversight including review and approval of invoices for properties within portfolio in a timely manner, provide plan for outstanding late invoice payment.*
Work with Accounts Receivable to ensure timely collection and notify the accounting department of any abnormalities. *
In partnership and guidance of the Zone PortfolioManager, attend regular meetings with property owners to discuss the property performance and critical areas that need addressing, utilizing a structured meeting with agenda.*
Ensure all operational functions of the properties (rent increase, notices, violations, inspections and reports) are budgeted, tracked, and implemented as scheduled. With Zone PortfolioManagers, implement strategies for achieving high operational performance in the areas of expense management, resident retention and service, income generation, and collections.*
Recruit, hire, train, and manage the performance of direct reports and take appropriate actions to ensure achievement of performance expectations; contact the Director of Human Resources when performance issues are identified to provide progressive discipline for correction. Promote staff accountability and responsibility.*
Meet regularly with Community Staff to monitor performance, provide training and deliver feedback on work provided.
Coach, train, develop and proactively manage performance for community staff to create stability.
Identify specific individual training and development needs for field staff as needed, working in collaboration with the Zone PortfolioManagers and Employee Development Department regarding specific training requests.
Ensure direct reports are in compliance with local, state, and federal laws pertaining to the industry, employment, and resident/tenant relations.*
Make regular visits to each property site and ensure that the interior and exterior of the community meet Cascade Management safety and appearance standards. Responsible for overall property health.*
Ensure quality maintenance of each property through tracked regular preventative maintenance inspections and timely completion of work orders. *
Address maintenance emergencies promptly, responding to after-hours calls.
Work with Community Managers to assure on site work is done satisfactorily. Approve all repair, operating and maintenance contracts, within delegated contracting and signing authority, utilizing approved vendors while monitoring vendor performance. Report all property related issues.*
Monitor annual certification continuously with regards to PBV waitlists, and other related certifications. Address deficiencies in a timely manner and involve Human Resources with identified staff performance deficiencies.*
Maintain property records in accordance with Cascade Security Protocols and ensure the properties are equipped with appropriate equipment to meet security requirements. Regular security checks performed.*
Review and approve site staff timecards.
Travel as required for property duties, in person classes and annual education conferences*
Regular and reliable attendance during scheduled hours*
Perform other duties as required.*
Qualifications and Physical Demands
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.
SUPERVISORY RESPONSIBILITIES
May directly supervise between 10 and 50 employees.
TRAVEL REQUIREMENTS
Travel requirements vary but may be as much as 50% of the time. Travel as required for in person classes and annual education conferences.
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
High school diploma or general education degree (GED).
Bachelors degree (B.A./ B.S.) preferred.
3+ years of Community Management experience with 500 units or more required.
2+ years with experience in multiple properties in management position equivalent required.
2+ years of proven increased responsibility and staff oversight required.
3+ years of Tax Credit, HUD and/or affordable housing experience required.
Experience in Finance and Budgeting required.
CERTIFICATES, LICENSES, REGISTRATIONS
Valid Driver's License and insurance is required for travel to properties and job functions.
CPM or ARM is preferred.
TECHNOLOGY AND DATA ANALYTICS
In an increasingly data-driven world, Managers need to harness technology and data analytics to enhance decision-making and operational visibility. Proficiency in this area involves understanding data collection methods, analytical tools, and information systems. By leveraging data, Managers can make informed decisions, predict trends, and measure the effectiveness of operational strategies. Ability to operate various work systems and software in an office setting. High level proficiency in MS Office products like Outlook, Excel and Word are required.
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 use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.
$73k-85k yearly Auto-Apply 60d+ ago
Portfolio Manager Specialist
Cascade Management 3.6
Tigard, OR jobs
About Us
Rate of Pay: $65,000-77,000 Annually
Schedule: Monday-Friday (8am-5pm)
Hours: 40
Properties: Corporate Office
Benefits: Medical, Dental, Vision, Rx, PTO, 11 Paid Holidays, Short- & Long-Term Disability and Life Insurance, Employee Assistance Program. Accident/Cancer Plan, Medical and Dependent Care Flex Benefit
* Salary is typically hired between minimum and midpoint of salary range depending on experience and any rent benefit adjustments.
Cascade Management, Inc. and its principals began providing property and asset management services in 1974. We continue to manage the majority of properties from our original portfolio, which has grown substantially over time. Through our growth, the commitment to our properties, owners and employees remains fundamental to our values.
Cascade Management's Service Model is the foundation of everything we do and is expected to be upheld every day you come to work. Our Service Model represents the most important behaviors and actions to ensure a stakeholder interaction is positive every time. As an integral part of the Cascade team, all members are expected to carry out our Service Model of Friendly, Helpful, Knowledgeable, Respectful, and Responsive.
Essential Functions and Responsibilities
The PortfolioManagement Specialist Intern works under the Senior Regional PortfolioManager for assistance with oversight of properties and support of field staff through reports, notices, tenant and vendor relations, tracking receivables, vacancies, and day-to-day management of site staff.
Essential Duties and Responsibilities
1. Formulate and manage the operational and capital budget for the portfolio of communities overseen; track and report on the financial performance of the communities; and implement strategies for enhancing the value of the assets with guidance from Senior Regional PortfolioManager.
2. Assist with the review and approval processes for invoices for properties within portfolio in a timely manner, provide plan for outstanding late invoice payment.
3. Track and reconcile properties' Accounts Receivables with support from Senior Regional PortfolioManager to ensure timely collection and notify Accounting of any anomalies.
4. In partnership and guidance of the Senior Regional PortfolioManager, attend regular meetings with property owners to discuss the property performance and critical areas that need addressing, utilizing a structured meeting with agenda.*
5. Assist with implementation of strategies for achieving high operational performance in the areas of expense management, rent growth, resident retention and service, income generation, and collections.*
6. Aid in the process to recruit, hire, train, and manage the performance of staff under your and your manager's supervision and take appropriate actions to ensure achievement of performance goals.*
7. Make regular visits to each property site and ensure that the interior and exterior of the community meet Cascade Management safety and appearance standards.*
8. Approve all repairs and operating and maintenance contracts, within delegated contracting and signing authority; manage supplier and vendor performance with Senior Regional PortfolioManager as final authority.
9. Address maintenance emergencies promptly, responding to after-hours calls.*
10. Ensure quality maintenance of each property through tracked regular preventative maintenance inspections and timely completion of work orders.
11. Ensure Property Management teams adhere to Cascade Management's policies, processes, procedures and tools, and make recommendations to management if improvements are needed.
12. Ensure compliance with local, state, and federal laws pertaining to the industry, employment, fair housing, and resident/tenant relations.*
13. Review property net occupancy regularly; review and approve invoices for the properties; provide plan for outstanding late invoice payments.*
14. Review and approve site staff timecards.
15. Educate, train, and develop community managers and other site staff within the assigned portfolio on appropriate Cascade Management, Inc. policies and procedures, including, but not limited to reporting requirements, safety procedures, compliance, and owner requests.
16. Work with the marketing department, at the direction of the PortfolioManager or Senior PortfolioManager, to develop appropriate plans and marketing strategy in fulfilling vacant units.
17. Communicate with owners, partners, and constituents of the properties under assigned portfolio, under the direction of the PM.
18. Regular and reliable attendance during scheduled hours*
Perform other duties as assigned.
Qualifications and Physical Demands
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
High school diploma or general education degree (GED). 3+ years of Community Management experience with 150 units or more required. 2+ years with experience in multiple properties in management position equivalent required. 2+ years of proven increased responsibility and staff oversight required. 3+ years of Tax Credit, HUD and/or affordable housing experience required. Experience in Finance and Budgeting preferred.
Supervisor Responsibilites
May directly supervise between 10 and 50 employees.
Certificates, Licenses, and Registrations
Valid Driver's License and insurance is required.
Language Skills
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of the organization.
Mathematical Skills
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability
Ability to apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Excellent analytical skills and detail oriented.
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 use hands to finger, handle, or feel objects, tools, or controls; and talk or hear. The employee is frequently required to sit. The employee is occasionally required to stand, walk, reach with hands and arms, and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust focus.