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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

TEAM has been doing a great job repsonding to our many request / demands / concerns. Thank You! Heidi is a terrific representative for TEAM - good communicator, on top of uncooperative homeowners, helpful, quick to respond to emails and phone calls, and now that you point out all the extras, Heritage Crest has even more reasons to be grateful for the services you provide. On a more personal level, I especially appreciate your being tolerant of my many questions. Besides wanting to understand how it all works, I want to be as informed as I can be so that we can better serve our homeowners and respond to their questions, demands and concerns more thoroughly.

Tere R., VPHERITAGE CREST HOA