Portfolio Manager
Reports to: Director of Sales & Service, Lauren Alleman & Portfolio Management Supervisor, Allie King
Location: Jacksonville, Florida (in-office opportunity)
Who we are:
JWB Real Estate Capital is not your average real estate company. JWB is staying one step ahead by revolutionizing the industry and providing a one-stop shop for all things real estate. Since 2006, JWB has continued to make a difference in the lives of every individual we encounter. With these fundamentals at the forefront of every business decision, JWB focuses on providing the best experiences for our clients, staff, vendors, and residents.
Office Perks:
● FL Blue health insurance options
● Humana dental insurance options
● Paid time off (10 PTO, 8 sick/unplanned, 9 holidays)
● Matching program to your charity of choice
● Gym membership reimbursement
● 401K matching (4.5%) program through John Hancock
● Free lunches daily
● Volunteer & team-building events throughout the year
● Personal & professional development opportunities
● Parental leave
● Childcare reimbursement
● Relaxed business casual work environment
Compensation Package:
$62,000 Base Salary
$4,000 Short-Term Incentives
= $66,000 Total Compensation
The Opportunity:
The primary focus of this role is to provide exemplary and mind-blowing customer service to our new and existing client base. The person in this role continues to build our customer service reputation by handling all communications related to the ongoing property management of the home, soliciting referrals, and helping our clients with portfolio expansion. Expectations will include above-and-beyond experiences such as proactive service lines of communication and building a forum for client feedback.
What you are great at (Responsibilities):
● Review and enforce contractual agreements related to services
● Responsible for making routine monthly proactive service calls to the client base related, but not limited to all property management functions
● Act as and become a trusted resource to our investors with investment and market knowledge
● Foster a referral and repeat sales-based environment and culture, meet and exceed referral and repeat sales goals
● Audit of accounts for monthly accounting functions
● Responsible for onboarding/ terminating all owners for management services
● Continued growth and education
● Conduct semi-annual client performance reviews and future buying plan calls
● Build an incredible client experience through service channels
● All other duties as assigned by Portfolio Management Manager
What you have already achieved (Requirements):
● College Degree Preferred (Minimum 2 years); High School Diploma Required
● Appropriate Score on Predictive Index (part of JWB’s hiring process which applicant will receive after application submission)
● Superior communication skills, collaborative with strong leadership and interpersonal skills
● Work well in a team-oriented environment and analyze decisions with a broad perspective
● Results-oriented team player with a high level of self-motivation
● Very analytical, quick to pick up systems, processes and learn to evaluate deals
● Highest level of personal and professional integrity and ethics
● Must be enthusiastic, creative, and able to think both strategically and tactically
● Flexibility to adapt to process changes for the betterment of client experience and team efficiency
● Demonstrated proficiency in Microsoft Office, Google Docs, Internet applications, and related software
● Demonstrate effective and efficient decision-making skills
Who you’ll work with:
· Our valued investor clients
· Service Team Management
· Heavy with Property Management, Sales, Construction
· 90+ internal teammates
Time Commitment: 8:30a-5p Monday-Friday
Job Type: Full-time
Pay: $62,000.00 - $66,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Paid time off
- Parental leave
Physical setting:
Schedule:
Education:
Experience:
- Customer relationship management: 2 years (Required)
Work Location: In person