What are the responsibilities and job description for the Portfolio Manager position at Sentry Management?
Sentry Management, a national leader in the HOA industry, has an exciting opportunity for an experienced Portfolio Manager in our Orlando, FL market.
The Portfolio Manager (PM) is responsible for the overall supervision of the associations they manage. They are responsible for coordinating with the Board of Directors, vendors and the Sentry Home Office to provide exemplary customer service while maintaining and achieving company goals.
Responsibilities Include:
- Sustain maximum client satisfaction by meeting the needs of each assigned Board and Community
- Attend, prepare for and participate in annual and general meetings
- Manage vendor proposals and contracts, risk management, insurance, and maintenance and architectural requests and approvals
- Coordinate employees such as janitorial, maintenance, administrative, and others
- Collect all invoices and code for payment, and follow-up on monthly assessments due
- Serve as liaison between association boards and legal counsel
- Prepare manager reports and financial summaries to boards
- Manage the onboarding and exit of associations
Applicants Must:
- Maintain licensing in some states
- Have previous Community Management Experience
- Be professional, organized and self-motivated
- Possess strong written and verbal communication skills
- Hold a valid license to operate a motor vehicle with a clean driving record
- Have a proficiency with Microsoft Office and general computer skills
Benefits and Compensation:
- Salary commensurate with experience and qualifications
- Training and Support provided
- Comprehensive benefits package
- Work-life balance
Sentry Management, Inc. is an equal opportunity employer
Portfolio Manager I or II
Truist Bank -
Orlando, FL
