Portfolio Manager (LCAM)

Department

Property Management

Reports To

Regional Director

FLSA Status

Exempt

Salary Range

TBD

Document Date

September 25th, 2026

Job Title

Portfolio Manager

• Provide overall leadership, management, and operational oversight for an assigned portfolio of HOA and condominium communities.
• Serve as a senior point of contact for Boards of Directors, Community Association Managers, homeowners, vendors, and internal departments.
• Build and maintain strong, professional relationships with Boards of Directors and association leadership.
• Provide guidance and support to Community Association Managers regarding day-to-day operations, Board relations, homeowner concerns, vendor performance, compliance, and community issues.
• Review the performance and workload of assigned Community Association Managers and provide coaching, direction, and operational support.
• Assist with recruiting, onboarding, training, development, and performance management of Community Association Management staff as directed by leadership.
• Attend Board meetings, annual meetings, membership meetings, special meetings, budget meetings, and other community functions as required.
• Assist Community Association Managers with complex, sensitive, or escalated Board and homeowner matters.
• Review Board meeting agendas, management reports, action items, and follow-up activities to ensure commitments are addressed timely and accurately.
• Monitor Board directives and ensure appropriate follow-up by the Community Association Manager and internal departments.
• Conduct regular property inspections throughout the assigned portfolio to evaluate maintenance, cleanliness, landscaping, amenities, safety, and overall community appearance.
• Identify operational deficiencies, safety concerns, deferred maintenance, and other property issues and coordinate appropriate corrective action.
• Oversee vendor relationships and service performance to ensure contractual obligations, service levels, insurance requirements, and community expectations are met.
• Assist with vendor selection, contract negotiations, renewals, proposals, bid processes, and performance evaluations.
• Review association financial reports, budgets, accounts payable, accounts receivable, expenditures, and other financial information in coordination with Accounting and Community Association Managers.
• Assist with annual budget preparation, budget presentations, reserve planning, financial forecasting, and identification of significant financial concerns.
• Monitor community financial performance and identify variances, unusual expenditures, budget concerns, and other matters requiring management attention.
• Work collaboratively with Accounting to resolve financial questions, homeowner account issues, invoice concerns, and reporting discrepancies.
• Assist Boards of Directors with long-term planning, capital improvement projects, reserve-funded projects, major repairs, and other significant community initiatives.
• Coordinate with Maintenance, vendors, engineers, contractors, insurance representatives, and other professionals on capital projects and major community needs.
• Ensure communities are managed in accordance with governing documents, association policies, applicable Florida Statutes, regulatory requirements, and company policies.
• Work closely with Compliance and Community Association Managers regarding violations, enforcement procedures, architectural requests, hearings, and other compliance matters.
• Review escalated homeowner complaints and assist in resolving disputes in a professional, timely, and solutions-oriented manner.
• Identify recurring issues and recommend process improvements to reduce complaints and improve homeowner satisfaction.
• Monitor community compliance with required inspections, licenses, permits, insurance documentation, contracts, and other operational requirements.
• Maintain awareness of legislative, regulatory, and industry developments affecting Florida HOA and condominium communities.
• Support community transitions, new association onboarding, management company changes, and portfolio integration initiatives as assigned.
• Collaborate with the Transitions Department to ensure newly acquired communities are successfully transferred to ongoing management.
• Work closely with Accounting, Maintenance, Compliance, Client Services, Transitions, Information Technology, Lifestyle, and other internal departments.
• Maintain consistent communication with leadership regarding portfolio performance, client concerns, staffing needs, financial matters, operational risks, and significant community issues.
• Prepare and present portfolio updates, operational reports, management recommendations, and other information to executive leadership as requested.
• Monitor key performance indicators, client satisfaction, service delivery, staffing requirements, and operational results across the assigned portfolio.
• Identify opportunities to improve operational efficiency, client retention, homeowner satisfaction, and overall portfolio performance.
• Participate in company initiatives, leadership meetings, training programs, and professional development activities.
• Utilize CINC Association Management software, Microsoft Office, Microsoft Teams, and other company-approved systems to manage information, communicate with stakeholders, and maintain accurate documentation.
• Maintain an active Microsoft Teams account and regularly monitor Teams for company communications, meetings, operational updates, and work-related information in accordance with company policy.
• Maintain confidentiality of association, homeowner, financial, personnel, vendor, and company information.
• Perform other duties as assigned.

• High school diploma or GED required.
• Bachelor’s degree in Business Administration, Real Estate, Finance, Property Management, or a related field preferred.

• One (1) to two (2) years of relevant industry experience preferred.
• Previous experience managing a portfolio of multiple communities preferred.
• Previous experience supervising, mentoring, or providing leadership to Community Association Managers preferred.

• Active Florida Licensed Community Association Manager (LCAM) license required.
• Valid Florida driver’s license and reliable transportation required.

• Demonstrated ability to manage complex community issues, competing priorities, and high-level client relationships.
• Excellent written, verbal, presentation, negotiation, and interpersonal communication skills.
• Strong leadership, coaching, and team development abilities.
• Exceptional organizational and time management skills with the ability to manage multiple communities and deadlines simultaneously.
• Strong problem-solving and decision-making skills with the ability to exercise sound professional judgment.
• Proficiency in Microsoft Office Suite and Microsoft Teams.
• Experience with CINC Association Management software preferred.
• Ability to analyze reports, identify trends, develop solutions, and communicate recommendations effectively.
• Professional presence and ability to interact confidently with Boards of Directors, homeowners, vendors, attorneys, contractors, executive leadership, and business partners.

• Portfolio Management
• HOA & Condominium Management
• LCAM Leadership
• Board Relations
• Client Relationship Management
• Community Association Operations
• Financial & Budget Management
• Reserve & Capital Project Oversight
• Vendor Management
• Contract Administration
• Team Leadership & Coaching
• Community Manager Development
• Compliance & Governing Documents
• Florida HOA & Condominium Regulations
• Conflict Resolution
• Escalated Customer Service
• Strategic Planning
• Problem Solving & Decision Making
• Property Inspections
• Maintenance Oversight
• Capital Project Management
• Risk Management
• Client Retention
• Process Improvement
• Communication & Presentation
• Organization & Time Management
• Microsoft Office & Microsoft Teams
• CINC Association Management Software
• Professionalism & Accountability

• Ability to manage and oversee multiple HOA and condominium communities throughout the assigned portfolio.
• Travel to client sites and assigned communities is required for property inspections, Board meetings, homeowner meetings, vendor meetings, and other community-related activities.
• Ability to attend evening Board meetings, annual meetings, special meetings, budget meetings, and occasional weekend community events as required.
• Ability to be accessible and responsive to Boards of Directors, Community Association Managers, homeowners, vendors, and internal leadership.
• Ability to conduct property inspections and walk on community grounds, including common areas, amenities, parking areas, buildings, sidewalks, and other association facilities.
• Ability to sit, stand, walk, drive, and work on a computer for extended periods.
• Ability to occasionally lift office materials, files, supplies, or equipment weighing up to 15 pounds.
• Ability to manage high-volume workloads, competing priorities, sensitive client matters, and time-sensitive operational issues.
• Regular and reliable attendance is an essential function of the position.
• Required to utilize Microsoft Teams in accordance with company communication and technology policies.