HOA Portfolio Manager

Wesley Chapel, FL 33544

Posted: 03/24/2023 Industry: Other Area(s) Job Number: 5017 Pay Rate: 60,000

Job Description

Full-Time, Direct Hire opportunity! Includes benefits and offers great flexbility.


The HOA Community Portfolio Manager is responsible for overseeing the day-to-day management and coordination of multiple HOA Community Associations’ operations and administrative function in order to maintain a smooth running & properly functioning community.

  • Attends all Board meetings (Some may be in the evenings) and provides the Board with meaningful dialogue of the issues before them for action
  • Identifies significant policies, including providing an analysis of policy implementation, with an administrative and financial impact statement and anticipated effect on the District
  • Assists in preparing the District budget
  • Implements budget directives from Board
  • Prepares specifications and coordinates the following services: insurance, landscaping, engineering, independent auditor services, and other services as may be identified from time to time
  • Provides all required annual disclosure information to the local government in the County in which the District resides: Public facilities report, Designation of registered office and registered agent, Public meeting schedule, and Audited financial statement
  • Ensures compliance with the following Florida Statutes: Annual financial audit, Annual Financial Report, Public Depositor Report, Proposed Budget, District Map and Amendments, Public Facilities Report, Registered Agent and Registered Office, and Regular Public Meeting Schedule
  • Records all District meetings
  • Provides the oath of office and notary public for all newly elected Board members
  • Coordinates and provides contract administration for any services provided to the District by outside vendors to: ensure that contract specifications are being met, interface with residents and contractors to ensure anticipated service levels are being provided, prepare contract amendments and change orders that may be necessary, and ensure proper contractor billing is received
  • Provides day-to-day management of in-house operations such as: hiring and maintaining a highly qualified staff; coordinating all personnel applications, benefits and payroll and submitting them in an accurate and timely manner; preparing and implementing operating schedules and policies; interfacing with residents to ensure anticipated levels of service are being met; implementing internal purchasing policies; and soliciting bids for services and commodities, as necessary
  • Understands and adheres to all company health and safety procedures as they relate to essential job functions

  • A can-do, results-oriented attitude
  • A commitment to excellence
  • A value-added approach to management
  • High ethical standards
  • Strong focus on excellent customer service
  • Strong people skills
  • Understands the development process
  • Ability to learn and understand bond financing
  • Ability to learn and understand capital financing
  • Skilled in governmental budgeting - Preferred
  • Excellent communication skills
  • Excellent organizational skills
  • Can work independent of supervision
  • Excellent listening skills
  • Skilled at working with elected boards
  • A hands-on management orientation
  • Ability to learn and understand Florida laws pertaining to the Community Development District business, as it pertains to public entities



Bachelor’s degree with preferred 5 years of experience in either account management, client relations, finance or customer service management.

  • Licensed Community Association Manager
  • Valid driver’s license


The work environment is characteristic of an office environment: sitting, standing, walking, bending and lifting may be required to perform job responsibilities. The employee must occasionally lift and move up to 30 lbs.


Local travel up to 50%.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.


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Tifani Watson

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