Portfolio CAM-Lake County

Under the direction of the Developer or Board of Directors, the Portfolio Community Association Manager is accountable for managing the operations of the community Homeowners' Association ("Association"), as required in the governing documents, applicable state law, and the agreement to: achieve targeted financial and service levels; create social opportunities that enhance the quality of life, sense of community and belonging for its residents; and maintain owners' property values.

POSITION FUNCTIONS
1. TEAMWORK
Contribute to the level of trust, confidence and respect that the HOA Board, staff, resident
volunteers, and vendors have in reliability of performance by completing tasks in a timely and effective
manner and being fully engaged in delivering an exceptional client and owner experience.
2. MAINTENANCE
Ensure all Association buildings, amenities, landscape, and other common areas are maintained cost effectively and kept operational in a clean, safe, attractive, environmentally friendly, and compliant condition by overseeing the following maintenance activities:
a. ROUTINE DAILY MAINTENANCE
Identifying and documenting daily maintenance requirements (e.g. mowing, weeding, trash removal, cleaning, water chemical balancing); developing work schedule; rostering staff to meet changing business needs; providing tools, processes and training to enable staff to complete tasks; and monitor performance weekly.
b. PREVENTATIVE/CYCLIC MAINTENANCE
Consulting with suppliers and reviewing codes to establish and implement annual preventative maintenance schedule.
c. EMERGENCY MAINTENANCE
Identifying planned and emergency maintenance needs through regular inspections, capturing homeowner feedback; recording and prioritizing issues to be resolved; and responding to emergencies in a timely and customer-oriented manner.
d. REPLACEMENT MAINTENANCE
Conducting a zero-based reserve study every 5 years and updating annually, preparing draft Reserve Budget each year for review by Board and implementing approved projects in a timely and cost-effective manner.

KEY RESULT AREAS: FINANCE, ADMINISTRATION AND GOVERNANCE
3. FINANCE
Contribute to the liquidity of the Association by preparing effective draft budgets paying invoices accurately and on time, avoiding late fees and penalties while optimizing cash flow; preparing and distributing monthly financial statements, monitoring performance and taking corrective action as required.
3. PURCHASING
Ensure the timely and cost effective, risk free acquisition of goods and services by identifying needs; specifying requirements (using an RFP when required); seeking prices in line with purchasing guidelines; and using the contract template wherever possible to minimize risk.
4. SAFETY & RISK MANAGEMENT
Contribute to minimizing loss by: developing and implementing emergency and/or disaster preparedness plans; monitoring property access controls; overseeing water quality; reviewing and analyzing incidents, accidents and near misses; implementing and enforcing policies and rules and regulations; identifying and implementing training to meet staff needs; and modeling a safety culture.
5. GOVERNANCE
Contribute to the compliance of Association with legal obligations by: keeping abreast of changes in legislation effecting the industry; continuing to learn and grow in areas inside and outside the industry that may enhance performance; and acting as a "subject matter expert" for the Board and seeking attorney advice when appropriate.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.