Assistant Portfolio Manager

Assistant Portfolio Manager Job Description Template

Our company is looking for a Assistant Portfolio Manager to join our team.

Responsibilities:

  • Upload updated renter’s insurance confirmation for both new move-ins and renewals;
  • Expedite eviction notice paperwork and attend scheduled eviction hearings as directed by the Portfolio Operations Director;
  • Resolve and clear property issues;
  • Collect HOA approvals for applicants and utility confirmation forms;
  • Verify and approve invoices in E-payable system(Rehab, Turn, Occupied home invoices);
  • Approves invoices;
  • Perform move-in/move-out functions as well as deposit accountings;
  • Upload completed MIMO and move-in deficiency forms into Yardi;
  • Clear GPCA alerts and perform resident bill backs as needed;
  • Assist Leasing Team and Administrative Assistant with the upload of application documents to expedite the application approval process;
  • Manage resident information in Yardi and Salesforce;
  • Maintain all accounts receivable to ensure balanced ledgers, accurate rent roll and accurate assessment of fees and charges;
  • Support Community Manager, RTM, Leasing team and HOA in achieving the portfolio goals and objectives;
  • Review and monitor data integrity on dashboard daily;
  • Other duties as assigned.

Requirements:

  • Ability to perform basic to intermediate mathematical and accounting functions;
  • Ability to maintain flexibility and creativity within a variety of situations;
  • Capable of reading and comprehending financial statements such as budgets, financial reports, accounting information, etc;
  • Proficiency in Yardi Voyager and Salesforce preferred;
  • Capable of driving an automobile;
  • Knowledge and comprehension of federal fair housing laws and any applicable local housing provisions;
  • Excellent customer service and interpersonal skills; ability to relate to others;
  • Comprehension of federal fair housing laws and any applicable local housing provisions;
  • Strong organizational and time-management skills; ability to set and consistently meet goals and deadlines;
  • Proficiency in Microsoft Office Suite with emphasis on Microsoft Word, Excel, and Outlook required;
  • Excellent grammatical and proofreading skills and attention to detail skills required;
  • Capable of using discretion and maintaining confidentiality;
  • Strong organizational, multi-tasking, and time-management skills; ability to set and consistently meet goals and deadlines;
  • Excellent verbal and written communication skills, including the ability to write routine reports and correspondence is essential;
  • Professional verbal and written communication skills.