Teams at RealManage

Owns closing document and collections workflows for a shared-services HOA management operation. Responsibilities include governing processes, resolving complex account and document issues, ensuring compliance with statutes and governing documents, maintaining SOPs, coordinating with Finance, Legal, and Operations, analyzing KPIs, defining technology requirements, supporting UAT, and handling escalations with title companies, lenders, agents, attorneys, clients, and leadership.

Manages onsite community association operations, policies, budgets, financial reporting, staff, purchasing, member communication, and strategic planning. Ensures compliance with Board directives, association bylaws, and operational procedures while maintaining service quality and protecting association assets. The role also supervises management personnel, supports employee training and internal controls, and coordinates business plans and programs with the Board of Directors.

Manages accounting services for a portfolio of community association clients, including financial reporting, cash management, budgeting, compliance, client consultation, and service delivery. Leads and develops an accounting team, reviews monthly reports and annual budgets, supports client transitions, establishes controls and SOPs, resolves escalated issues, coordinates shared services, and drives process improvements while maintaining customer satisfaction and regulatory compliance.