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Description: Job Title: Consumer Lending Manager Department: Consumer Lending Reports to: Vice President of Consumer Lending Hours per Week: 40 hrs./week Salary Exempt Company Summary Welcome to Financial Plus Credit Union (FPCU) - 'The Place where it's Possible.' At FPCU, we believe in the power of collaboration, embrace inclusivity as a strength, and are driven by a shared commitment to success. Our community-centered approach goes beyond financial services; it's about fostering connections and making a positive impact. Join us, and be part of an environment that prioritizes wellness, encourages continuous learning, and opens doors to developing you into the person you want to be. Explore the opportunities that await you at FPCU - where you aren't just making a living but joining a PLACE where you can REACH your goals. Position Summary The Consumer Lending Manager is responsible for overseeing both the Consumer Loan Officer team, the Consumer Lending Operation Specialists, and the Loan Support Clerk, ensuring strong operational performance, underwriting consistency, member experience, and overall operational effectiveness. This role combines day-to-day leadership of lending and loan support staff with strategic oversight responsibilities focused on evaluating lending performance, identifying trends and opportunities, recommending operational improvements, and supporting initiatives designed to achieve organizational production, service, and portfolio growth goals while maintaining sound lending practices, operational consistency, and appropriate risk management. The Consumer Lending Manager works closely with the VP of Consumer Lending, Consumer Lending Processing Manager, Consumer Lending Systems Analyst, and other departments to support operational efficiency, process improvements, strategic initiatives, and organizational growth. This role balances production leadership, member service, operational collaboration, risk management, and employee development while ensuring compliance with all regulatory requirements. Essential Functions & Primary Responsibilities Oversee the Loan Officers, Consumer Lending Operations Specialists, and Loan Support Clerk, ensuring strong member experience, service consistency, operational effectiveness, underwriting quality, credit risk management and overall lending operational effectiveness. Provide leadership, direction, coaching, and performance management to lending and loan support staff while fostering a culture of accountability, collaboration, continuous improvement, and professional development. Support organizational consumer lending growth objectives through strategic leadership, operational analysis, production monitoring, and data-driven recommendations. Analyze lending production trends, pull-through ratios, application sources, operational performance, and portfolio growth opportunities to identify areas requiring improvement or strategic focus. Provide recommendations to senior leadership regarding operational changes, workflow improvements, staffing needs, product enhancements, promotional opportunities, service strategies, and process efficiencies to support organizational lending goals. Monitor loan application conversion metrics, funded loan ratios, turnaround times, productivity, and member experience trends to identify opportunities for improvement. Coach and develop team on underwriting consistency, operational effectiveness, product knowledge, member experience expectations, and lending best practices. Partner with internal departments to support lending knowledge, workflow alignment, operational consistency, and member experience throughout the lending process. Identify development opportunities and assist in preparing team members for increased responsibilities and future leadership opportunities. Assist with escalated lending decisions, exception requests, member concerns, and complex lending situations while balancing member experience, organizational policy, and risk management. Ensure lending decisions, exception handling, and operational processes are consistently documented and aligned with organizational policies, procedures, and risk tolerance. Partner closely with the Consumer Loan Processing Manager to ensure seamless workflow coordination, efficient handoffs, funding timeliness, and operational consistency throughout the loan lifecycle. Collaborate with Retail Delivery, Digital, Processing, Indirect Lending, Marketing, and other departments to improve workflows, reduce member friction, and enhance the overall lending experience. Participate in cross-functional projects and process improvement initiatives supporting consumer lending efficiency, scalability, and member service. Partner with the Consumer Lending Systems Analyst to identify operational inefficiencies, support workflow enhancements, participate in user acceptance testing, and assist with implementation and adoption of lending technology initiatives. Provide operational input and feedback regarding loan origination systems, workflow tools, automation opportunities, and process improvements. Monitor and manage departmental performance metrics including funded loan volume, application conversion, approval ratios, turnaround times, productivity, service standards, member experience, and portfolio trends. Utilize production reporting and operational analytics to identify performance gaps, process inefficiencies, and opportunities for growth, operational improvement, and enhanced member experience. Utilize reporting and analytics to identify trends, improve operational performance, and support strategic decision-making. Analyze lending performance, portfolio trends, operational data, and member experience feedback to identify opportunities for growth and improvement. Support strategic lending initiatives, promotional campaigns, and market growth efforts in partnership with senior leadership and marketing. Maintain and improve member service by ensuring inquiries, applications, and member issues are handled professionally, consistently, and promptly. Conduct quality reviews and audits to ensure lending accuracy, operational consistency, compliance, and proper documentation. Stay up to date on industry trends, lending laws, operational best practices, and product innovations to recommend improvements and new opportunities. Assist in budgeting, forecasting, and strategic planning for the consumer lending division. Work collaboratively with third-party vendors, partners, and internal stakeholders to support lending operations and organizational initiatives. Oversee the processing and management of title work, loan payoffs, release of liens, and UCC filings. Promote a positive team environment, encouraging collaboration and high-quality service. Ensure employees have the tools, materials, and training necessary for success. Ensures compliance with all federal and state laws and regulations, including the Bank Secrecy Act, Patriot Act, and Office of Foreign Asset Controls, and should request legal interpretation as necessary. Must ensure subordinates are also compliant with such laws and regulations. Must be bondable. Perform other duties as assigned. Requirements: Education & Qualifications Bachelor's degree in Finance, Business Administration, or related field; or equivalent work experience. 3 to 5 years of previous consumer lending experience with a proven performance record, with leadership or management experience preferred. Strong understanding of consumer lending regulations, underwriting principles, operational workflows, and member service expectations. Experience leading teams in a fast-paced lending environment focused on balancing growth, service, operational efficiency, and risk management. Experience working with loan origination systems, workflow automation, reporting tools, and lending technology platforms preferred. Strong communication, coaching, organizational leadership, and relationship-building skills. Ability to analyze operational data and utilize reporting to drive performance improvements and strategic decision-making. Candidate must have a thorough understanding of the Loan Policy and Guidelines. Candidate must be knowledgeable of Credit Unions product and services and demonstrate the ability to cross-sell and build deeper relationships with our membership. This position requires an understanding of basic computer skills including Microsoft 365 suite applications. Skills and Abilities Strong leadership and management skills with the ability to motivate, coach, and develop high-performing teams. Strong analytical and organizational skills with the ability to evaluate operational performance and make data-driven decisions. Exceptional problem-solving skills with a solution-oriented mindset. Detail-oriented with a strong focus on operational consistency, compliance, and member experience. Ability to handle multiple priorities in a fast-paced environment while meeting deadlines. Strong interpersonal, verbal, and written communication skills. Ability to build collaborative relationships across departments and effectively navigate operational challenges. Presents a positive and professional image to members and team members through effective and courteous verbal and written communications. . click apply for full job details

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Dallas, Austin, or Houston, TX Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Sacramento, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Denver, CO Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $65,000 - $75,000/Annually DOE Sign on bonus eligible 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Dallas, Austin, or Houston, TX Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: St. George and Lindon, UT Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Santa Maria, Lompoc, or San Luis Obispo, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Las Vegas, NV Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Dallas, Austin, or Houston, TX Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Santa Maria, Lompoc, or San Luis Obispo, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: St. George and Lindon, UT Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: DOE Sign-on bonus eligible 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Sacramento, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.

Job Description Job Description The Management Trust Position Title: Reserve Analyst Location: Santa Maria, Lompoc, or San Luis Obispo, CA Reporting To: Assistant Director of Central Reserves Status: Exempt, Full-Time Salary: $75,000 - $85,000/Annually 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 Reserve Analyst is responsible for creating Reserve Study Reports for homeowner associations (HOAs) and Condominiums (Condos). The reserve study provides the community with a tool to adequately prepare for future expenses - specifically by outlining how the Board of Directors can anticipate the repair and/or replacement of major physical assets. This role requires a significant amount of independent judgement and discretion with respect to matters of significance, as it guides core fiscal management of both small and large-scale association budgets. The Analyst position allows someone with strong qualifications, specific to Reserve Studies and related business, to independently execute the processes, software and best practices of our centralized Reserve Team, and to further develop their experience. The Reserve Analyst will be assigned a group of divisions and be responsible for independently coordinate planning, processes and training in preparation for each reserve season. Understanding and driving efficient practices to meet the reserve service needs of the associations managed by each division is critical. When ready, the Reserve Analyst may be eligible to apply and test for the Professional Reserve Analyst (or comparable) certification. JOB DUTIES AND RESPONSIBILITIES: Develop meaningful relationships with internal and external clients - including Division leadership, Community Association Managers and Association Board of Directors, as needed Provide training for Reserve Specialists or other team members through job shadowing and instruction on department specific best practices, processes and work product, as needed Understand the unique history and needs of each community as they factor heavily into each reserve study Research historical data regarding previous capital expenses and current deficiencies Review current reserve fund balance and contribution rates; forecast future balances and rates based on pricing adjustments and other revenue projections Independently conduct site inspections to provide surface observations of common area elements; create inventory of these assets and record condition Independently, estimate the cost of general maintenance, repair, and replacement of various physical assets Independently, create a timeline for anticipated repairs and related needs (i.e. vendors, permits, etc.) Independently, estimate and create a 30-year funding plan for the association; present to the Board of Directors Partner with Assistant Director and assigned Division Leadership/Management teams to set pricing, timelines, and education regarding processes in preparation for each reserve season Participate in educating management teams to raise understanding of core Reserve Study concepts Lead training session(s) for critical path partners (Community Association Managers) on internal reserve study related processes Serve as a resource for the Community Association Management team, as well as other internal partners Provide direct training and support to Association Boards of Directors and management teams Other duties and special projects as assigned QUALIFICATIONS: Bachelor's degree preferred Two (2) year minimum experience in reserve studies preferred Ability to be intuitive regarding the financial needs of HOAs Strong foundation in accounting and related analysis, project management, and sales Comfortability with internal and external client communications, including Division Leadership, Community Association Managers, and association Boards of Directors Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus Proficiency/comfortability in learning other software applications 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 enterprise software systems Adaptable and dependable with a solid attendance record Professional and respectful demeanor with all internal and external customers at all times Strong analytical, organizational, and problem-solving skills Work independently, with little direction, and as part of a team Ability to exercise considerable judgement, maintain confidentiality, and act with diplomacy and tact 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 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 associations and/or offsite meetings 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, including overnight travel to meet business needs This position may require travel by motor vehicle or flight to meet position needs This position may require travel for multiple days, including overnight stays to meet position 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.