- Maintain Owner database to include records related to compliance, improvements, maintenance and financials
- Provide Owner statement of accounts
- Process and deliver Resale Certificates/Disclosure Packets and Lender Questionnaires for initial purchase and refinancing
- Maintain Association records
- Prepare and mail statements
- Process assessment payments
- Pay Association vendors
- Reconcile Association bank accounts
- Prepare monthly financial statements
- Monitor delinquent accounts and recommend action per Governing Documents
- Provide annual accounting information and work with accountants to conduct year-end audit and tax forms