PROPERTY & ASSOCIATION MANAGEMENT
PROPERTY MANAGER RESPONSIBILITIES
CLIENT INTERACTION
- Process Telephone Inquiries from Homeowners and Vendors
- Attend Homeowner Hearings before Board of Directors
- Attend Board of Directors Meetings
- Supply Information to Committees regarding their Functions
- Attend Association Annual Meetings
- Provide Orientation for New Board of Directors
DOCUMENT SUPPORT
- Prepare Monthly Directors Reports
- Prepare Property Inspection Reports
- Prepare Violation Letters
- Prepare Hearing Notices
- Prepare Board of Directors Meeting Minutes
- Set up new Association Accounts
- Prepare Bid Specifications
- Obtain Proposals from Vendors for Board of Directors
- Analyze Proposals and Make Recommendations to the Board for Selection of Contractors/Vendors
- Prepare Client Correspondence
- Maintain Corporate Minute Books
- Maintain Corporate Files
- Prioritize and Complete Action Items
ADMINISTRATIVE RESPONSIBILITIES
- Yearly Management Strategic Planning
- Prepare Standard Operating Procedure Review
- Assume Responsibility of Legal Liaison for Community
- Handle Insurance Liaison Responsibilities
- Perform Annual Review of each Property Contract
- Provide Information Concerning Laws & Ordinances
ON SITE
- Perform Regular Property Inspections
- Initiate Corrective Work with Vendors
- Establish Working Liaison with Property Vendors
- Identify Architectural Violations
- Identify Maintenance Violations
FINANCE & BUDGET
- Code and Approve Association Invoices
- Review Association Monthly Financial Statements
- Review Expenditure to assist Board in Operating within Adopted Budget
- Assist in Annual Budget Preparation
- Initiate Account Code Changes as needed and pursuant to Board Direction.
- Supervise Reserve Allocations and Expenditures Advise the Board on Investments for Reserve Funds
MANAGEMENT SUPPORT SERVICES
CUSTOMER SERVICE & OWNERSHIP TRANSFER
- Provide 24-Hour, 365 Day-Per Year Emergency Service
- Process Common Area Service Requests
- Refer Homeowners to Vendors for Individual Service Requirements
- Process Mailings to Homeowners
- Process Change of Ownership Requests
- Prepare Certification Requests
- Prepare “Ratio Letters” for Lenders (Homeowners Vs. Renters)
- Provide Association Legal Documents Upon Request