General Duties, Responsibilities and Activities
Process resale certificates for changes of property ownership
Dealing with association attorney on legal matters
Working with the title companies and mortgage companies for refinancing and sales
Ensuring the property is well-maintained
Securing proper coverage for the association such as general liability, umbrella and directors’ and officer ‘ insurance
Contacting and meeting with contractors to discuss work for the association and monitoring the work, whether on a regular basis, or as-needed c Supporting and expecting proper etiquette, professionalism and conduct in all matters with the board of directors and association
Work as an integral member with the board of directors and association
Provide guidance and assistance in reviewing and amending association governing documents
Taking direction from the board of directors through a designated member of the board
Daily Activities | Monthly Activities | Annual Activities |
Run daily operations for homeownersCollect and process assessments
Make bank deposits Be available to owners to resolve issues and answer questions |
Pay bills, vendors and contractorsManage member accounts
Handle delinquent accounts Drive the property to monitor violations and oversee maintenance issues Complete end-of-month reports and balance the accounts with bank statements Provide monthly reports to board of directors Preparation and mailing of newsletters to owners and renters |
Preparation of association budgetPreparing for and holding of annual, special or board of directors meetings
Preparation for annual tax returns, audits and evaluations Preparation of annual packets for owners Compilation of a directory of owners as requested by the association on a yearly basis |