Portfolio Manager Email: info@qwikresume.com ROBERT SMITH Website: www ...

Phone: (123) 456 78 99

Email: info@

Website:

LinkedIn:

qwikresume

Address: 1737 Marshville Road,

Alabama.

Portfolio Manager

ROBERT SMITH

Objective

Portfolio Manager, responsible for multi-million dollar portfolio of homeowner association

communities. Areas of expertise include oversight of the financial and operational performance of

the portfolio. Success in identifying project goals and aligning those goals with strategic

implementation plans to see each step of the project through to successful completion. Excellent

communicator, working closely with boards of directors, vendors, government officials,

contractors and residents to bridge gaps between client needs and solutions.

Skills

Microsoft Word, Microsoft Excel, Customer Service, Communication, Account Management,

Administrative.

Work Experience

Portfolio Manager

Community Association Services, Inc

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? August 2014 ¨C 2019

Develops the annual budget for eleven communities in Montgomery, Frederick and

Washington counties.

Through research and planning, meets budgeted goals and ensures the financial stability and

growth of each community.

Promotes client satisfaction and retention through responsive communications, timely

reporting, and ongoing communications about the performance of the portfolio communities.

Performs site and safety inspections to ensure the appearance and physical aspects meet the

standards of compliance set forth in each communitys governing documents and by each

board.

Communicates concerns and requests for capital as needed to provide for the physical

upkeep of each property in the portfolio.

Prepares requests for proposals, solicits bids and provides recommendations to Boards of

Directors.

Coordinates projects and services from vendors, consultants, government officials and other

contractors as needed by researching and identifying needs, negotiating contracts,

monitoring progress, processing invoices, and ensuring open communications between all

team members as needed.

Portfolio Manager

ABC Corporation ? 2011 ¨C 2014

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-Managed a minimum of 300 clients with below average credit, collecting on car payments

from customers with negative payment history.

Handling Insurance claims and resolving settlements with other major companies to resolve

payment delay/issues.

Processing payments via cash, credit/debit cards, checks, money orders and insurance/dealer

checks.

Reviewing of contracts ensuring customers are aware of the program in place to re-establish

credit.

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Collection calls on an average of 500-900 calls to resolve past due and unpaid accounts

including charge-offs, repossessions and insurance claims.

Repossession of vehicles due to failure of payment including booting and organizing

paperwork in preparation of auctions for vehicles.

-Brought a 25% delinquency to a 12% -Lessen the return car and repossession rate by 50% on

accounts Skills Used Great customer service and customer value Excellent Organizational

skills Excellent display of Professionalism and customer courtesy Detail Oriented and Team

player Great Communicator and a love for problem solving.

Education

Associates - 1988(Montgomery Community College)

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