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.