RooCruit

RooCruit Candidate:

Roo5441

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About the Candidate

I am a highly experienced Portfolio Manager with over 15 years in property management, project management, and client relations. Adept at stakeholder engagement, financial oversight, and team leadership. Recognized for excellent problem-solving skills, communication abilities, and a strong track record of achieving business objectives

Area of Expertise

Property and Portfolio Management, Client and Stakeholder Relationship Management, Financial Analysis and Budgeting, Contract Negotiation and Compliance, Team Leadership and Training, Conflict Resolution, Project Management, Strong Organizational and Administrative Skills, Effective Communication and Problem-Solving

Experience & Availability

International Experience:

Yes

Availability:

10, 20 or 40 hours a week

Years Experience:

17

Current and Previous Roles:

Relevant Experience

Job Title: Portfolio Manager

Duration: 17

Key Responsibilities: Manage a portfolio of 44 complexes (over 2,000 units) with an annual turnover of R2.6M.

 

Oversee and facilitate sectional title and homeowners’ association (HOA) meetings, AGM, SGM and IGM’s, including chairing and minute-taking.

 

Facilitate AGM/SGM preparations, budgeting, and compliance with legislation.

 

Review and provide financial reports, oversee levy runs, and approve monthly statements.

 

Liaise with trustees, directors, contractors, utility providers, and municipal councils.

 

Supervise payroll processing, debt collection, and legal handovers.

 

Engaging with the attorneys on legal matters and proceeding, assisting with the process and engaging with CSOS on arrear matters

 

Ensuring the scheme is sufficiently insured for replacement values, and valuated every 3 years, claims facilitation, and examining the insurance schedule.

 

Ensuring compliance with the relevant legislation

 

Attending to annual audits and audit queries

 

Assisting in the appointment of service providers and body corporate employees

 

Providing clearance figures and ensuring clearance certificate is issued on transfer of properties

 

Overseeing and negotiating SLA and renewals

 

Managing the schemes administration and secretarial services

 

Liaising with owners and attending to owner queries

 

Loading of invoices and releasing payments

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