Trust Team Manager jobs in Portland, OR

Trust Team Manager manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Being a Trust Team Manager typically requires a bachelor's degree. Typically reports to a head of a unit/department or Top Executive. The Trust Team Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Trust Team Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Community Association Manager -R1
  • The Management Trust
  • Portland, OR FULL_TIME
  • The Management Trust
    Position Title: Community Association Manager
    Location: Portland, OR
    Reporting To: Executive Community Association Manager
    Status: Exempt, Full-Time
    Salary: DOE

    COMPANY PROFILE:

    The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients’ needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team.

    EMPLOYEE OWNER POSITION PURPOSE:

    The Community Association Manager (CAM) is responsible for the management and support of community associations (primarily HOAs), including, but not limited to: daily operations, regular interaction with and support of Board of Directors members/homeowners/vendors, meeting attendance, budget preparation, and overall community business management.

    JOB DUTIES AND RESPONSIBILITIES:

    • Manage a portfolio of communities that includes homes, townhomes, and/or condominiums
    • Guide, assist, and recommend a course of action for Board members to conduct business using Leadership Management (proactive planning)
    • Provide management services in compliance with the terms of the management contract
    • Assist Board and homeowners with problem resolution
    • Provide fiscal management, including, but not limited to: reviewing and approving invoices, coordinating tax preparation and reserve study updates, and reviewing completed financial statements for accuracy prior to distributing to the Board each month
    • Conduct site reviews and provide oversight of related compliance matters
    • Review and submit requests for vendor bids and contracted services
    • Attend association meetings, including, but not limited to: annual, turnover, and Board
    • Prepare Board packets, agendas, and calendars in preparation for scheduled and unscheduled meetings
    • Communicate in-person, via telephone, and/or email to Board members, homeowners, and vendors regarding community business in a timely manner
    • Maintain current knowledge of governing documents, applicable state statutes, and local ordinances that apply to each assigned community
    • Oversee all aspects of the client’s relationship with our Company to ensure success and retention
    • Work independently, with little oversight, and with accountability to Division Leadership for the end result achieved
    • Demonstrate a positive attitude and ownership mentality; we believe each employee can build his/her own future
    • Share after-hours emergency phone duties (as directed by your supervisor; for CAMs and above)
    • Other duties and special projects as assigned

    QUALIFICATIONS:

    • High School Diploma (or equivalent); Associate’s Degree preferred
    • Solid knowledge of Microsoft Outlook, Excel, and Word
    • Strong leadership abilities and comfort with public speaking (small and large groups)
    • Conflict resolution skills
    • Ability to meet deadlines and address time-sensitive issues
    • Superior multi-tasking skills
    • Excellent written and verbal communication
    • Ability to provide high-level customer service with astute attention to detail and organization
    • Must be a team player
    • Ability to manage workflow amid shifting priorities
    • Willing to learn Company process and procedures, and learn/use proprietary software
    • Adaptable and dependable with a solid attendance record
    • Professional and respectful demeanor with all staff and guests at all times

    SPECIAL POSITION REQUIREMENTS:

    • Must have and maintain a valid driver’s license, vehicle insurance, and driving record in compliance with Company policy (including reliable transportation to conduct site visits)

    ESSENTIAL FUNCTIONS:

    • Use standard office equipment, including: computer, phone, copier/scanner, etc.
    • Be stationary for periods of time
    • Relocate up to (25) pounds
    • Travel to and from offsite locations

    SUPERVISES OTHERS? IF SO, LIST:

    • None

    SCHEDULE & TRAVEL:

    • Monday-Friday from approx. 8:00 am-5:00 pm
    • This position may require occasional long hours to meet business needs

    The Management Trust is an Equal Opportunity employer. We celebrate and support diversity.

    TMT reserves the right to modify this job description at any time based on business need.

    Community Association Manager (CAM)
    Exempt

    In addition to the above duties and responsibilities, the CAM designation is a mid and senior-level opportunity for an employee to independently manage a full portfolio – which will vary in hour commitment and complexity due to location and business need. As a CAM, this individual actively establishes and grows both industry knowledge and a professional network. The position is required to regularly exercise discretion and independent judgment with respect to matters of significance.

    The state-specific designation must be earned within (2) years of becoming a CAM (i.e. CCAM for California). More challenging and/or high-impact portfolios will be assigned as skills progress, and the CAM must perform all job duties with confidence and in alignment with the Company’s Cultural Compasses. A CAM can stay in this position indefinitely, and there is no obligation to become a Senior Community Association Manager (SCAM). That being said, we highly encourage both personal and professional growth at The Trust.

  • 13 Days Ago

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Estates & Trust Manager
  • Delap LLP
  • Oswego, OR FULL_TIME
  • Estates & Trust Manager Delap, one of Oregon's largest locally owned accounting and financial services firms, delivers innovative and proactive financial solutions to businesses, business owners, and ...
  • 15 Days Ago

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Tax, Estate & Trust Manager
  • Geffen Mesher & Company PC
  • Portland, OR FULL_TIME
  • DescriptionTax, Estate & Trust ManagerPortland, ORGeffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years ded...
  • 5 Days Ago

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Relationship Manager
  • Redwood Trust Inc
  • Oswego, OR FULL_TIME
  • CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental propertie...
  • 18 Days Ago

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Project Manager -- Commercial
  • Energy Trust of Oregon
  • Portland, OR FULL_TIME
  • BACKGROUND About Energy Trust of Oregon Energy Trust of Oregon is an independent nonprofit organization dedicated to energy efficiency and renewable energy development. We serve Oregon customers of Po...
  • 30 Days Ago

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General Manager
  • Collision General Manager
  • Beaverton, OR FULL_TIME
  • Responsibilities: Actively lead center level performance though: key metrics, quality, individual skill levels and culture Communicate and manage the change process Stay abreast of current vehicle rep...
  • 10 Days Ago

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0 Trust Team Manager jobs found in Portland, OR area

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Office Operations Manager - Civil Engineer
  • Atlas
  • Portland, OR
  • Atlas is a nationwide leader in civil engineering, materials testing and geotechnical consulting services for environmen...
  • 4/24/2024 12:00:00 AM

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Business Mentor - Seasoned Executives
  • International Services, Inc.
  • Portland, OR
  • Job Description Job Description Mentor – an experienced and trusted adviser. We are the largest small to medium-sized bu...
  • 4/24/2024 12:00:00 AM

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Oracle Services - Cloud SCM Costing - Manager - Tech Consulting - Open Location
  • Ey
  • Portland, OR
  • EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
  • 4/24/2024 12:00:00 AM

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Quality Business Partner Remote with Travel
  • Kindercare Education
  • Portland, OR
  • Futures start here. Where first steps, new friendships, and confident learners are born. At KinderCare Learning Companie...
  • 4/24/2024 12:00:00 AM

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Director, Client Engagement-Remote
  • Bright Horizons
  • Portland, OR
  • The Director of Client Engagement Marketing allows you to leverage your expertise in marketing strategy and client growt...
  • 4/23/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Portland, OR
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Portland, OR
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

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Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – RETAINED SEARCH
  • Cornerstone Search Group
  • Portland, OR
  • Head, Corporate & Legal Affairs – Strategic Advisor Reporting to CEO; Innovative CRO – Remote – Retained Search Summary:...
  • 4/23/2024 12:00:00 AM

Portland is the largest and most populous city in the U.S. state of Oregon and the seat of Multnomah County. It is a major port in the Willamette Valley region of the Pacific Northwest, at the confluence of the Willamette and Columbia rivers. As of 2017, Portland had an estimated population of 647,805, making it the 26th-largest city in the United States, and the second-most populous in the Pacific Northwest (after Seattle). Approximately 2.4 million people live in the Portland metropolitan statistical area (MSA), making it the 25th most populous MSA in the United States. Its Combined Statist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$129,484 to $183,201
Portland, Oregon area prices
were up 3.9% from a year ago

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