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HOA-Portfolio Manager

Not provided

Not provided

5 months ago

Job Description

Position Summary

Provides management, direction, and leadership to ensure the property portfolio is maintained and operated in accordance with Company objectives. Responsibilities include working closely with the Board of Directors and/or the developer to manage and operate the community, facilitate solutions to problems between communities and internal support staff. Strong management skills, customer service skills and time-management skills are required.

  Position Responsibilities

  Attends Board meetings and gives Board guidance when appropriate. Provides specific assistance to Board in financial management, administration, policies and procedures, property infrastructure, organization, litigation processes, property collections, maintenance and mechanical procedures. Reviews quality of services provided to the Association. Communicates with BOD regularly by either weekly personal contact or telephone. Thereby, establishing a personal relationship with the Board. Attends all manager staff meetings. Attends annual budget/election meetings. Conducts property visits regularly and provides Management with recommendations and observations to improve the property. Participates in Corporate committees as assigned. Ensures that the maintenance manual, equipment checklists and books are in place and are current as well as all FirstService Residential approved binders. Obtains and maintains all service, maintenance and access control contracts. Reviews/assists the obtaining and financing of all required insurance coverage. Monitors reserve funds to insure they are being used in accordance with BOD and regulatory requirements. Follows the Company's corporate policies including but not limited to, recruiting, payroll processes, accounting, and human resources policies. Ensures that all records are kept in good order. Provides a five-star customer service at all times by attending to all calls and messages timely, no later than 24 hour hours. Facilitates committee meetings and acts as liaison to committee members Prepares budget for presentation to BOD Acts as intermediary with owner/residents and all other staff to assist in prompt response to questions/problems. Follows safety procedures and maintains a safe work environment.

  Operating Skills, Knowledge & Abilities

 

Education/Training: High School Diploma is required. College Degree preferred. Experience with financial and accounting programs preferred as well as knowledge of Mechanical Operations of a building and Equipment and Construction

 

Experience/Knowledge/Abilities : 1-3 years of property management experience preferred. Basic knowledge of Texas Statutes and governing documents. A detailed individual with strong ability to multi-task is required. Strong working knowledge of customer service principles and practices. Ability to read, analyze, and interpret technical procedures, leases, regulations or documents with a similar degree of complexity is required. Strong interpersonal skills. Excellent verbal and written communication skills, including ability to speak in public.

 

Computer literacy: Proficiency and working knowledge of Microsoft Office Applications. Strong customer service, communication and interpersonal skills required.

 

Special Requirements: Physical demands include ability to lift up to 50 lbs; Standing, sitting, walking and occasional climbing. The employee is required to work at a personal computer for extended periods of time as well as talking on the phone for extended periods of time. On-call 24/7. Ability to work extended/flexible hours and weekends. Driving required along with valid Texas drivers license and insurance. Ability to respond to emergencies in a timely manner.

 

Vision Requirements : Constant need (66% to 100% of time) to complete forms, read and review reports, wide variety of correspondence, view computer screen. Frequent need to see small detail Frequent need (33% to 66% of time) to see things clearly beyond arm's reach (inspecting property, neighborhood survey)

 

Hearing Requirements: Constant need (66% to 100%of time) to communicate over telephone and in person with vendors, corporate and resident staff, residents and prospects.

 

Driving Requirements : Frequent need (66% to 100% of time) to utilize personal transportation to inspect property and surrounding neighborhood, and attend meetings & training. Valid Texas driver's license and automobile liability insurance required.

 

Working Requirements: Usually indoor (66% to 100% of time). Occasional exposure (1% to 33% of time) to paint fumes, solvents, adhesives, etc.

 

Reasoning Development: Must be able to apply principles of logical thinking to a variety of practical situations and accurately follow standardized procedures that may occasionally call for minor deviations. Must be able to think rationally beyond a specific set of instructions. Must be able to work at a fast pace, perform duties while under pressure, and meet dead lines in a timely manner, to interact/communicate with other associates, home owners, Board of Directors, Developers, builders and the public in a professional and pleasant manner.

 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 

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