Jamie Angelo

Operations & Facilities Management

• Oversee day-to-day operations of a 376-unit, 15-floor high-rise condominium, managing both in-house and contracted staff (13 total employees).
• Maintain operational compliance with Association Governing Documents, enforcing rules and regulations while supporting community engagement and satisfaction.
• Utilize property management software (Connect) to log and track work orders, assign maintenance tasks, and coordinate contractor access to resident units.
• Conduct follow-up inspections to ensure quality control and compliance with building standards.

Financial Oversight & Budget Management

• Assist in the daily execution of the annual operating budget; responsible for general financial management, including accounts payable (AP) and receivable (AR).
• Support accurate recordkeeping, budget forecasting, and monthly financial reporting for the Board of Directors.
• Manage collections processes, resale approvals, lease reviews, and move-in coordination.

Capital Improvements & Contractor Coordination

• Lead bid processes for mechanical and cosmetic projects, including scope creation, proposal reviews, bid analysis, and Board recommendations.
• Negotiate service contracts and manage contractor performance.
• Align capital projects with reserve study recommendations to ensure long-term asset preservation and financial planning.
• Project oversight includes:
  Chiller and cooling tower replacement
  Hot water and steam boiler replacements
  Facade repair projects and platform builds
  Expansion joint replacements and pipe replacements
  Booster panel and vacuum condensate return system replacements

Maintenance & Technical Support

• Collaborate with maintenance staff for diagnostics and issue resolution, including leak checks and system failures.
• Provide on-site support for mechanical system assessments and major repair coordination.
• Ensure building systems are proactively maintained and upgraded per reserve study and engineering recommendations.

Resident & Board Relations

• Serve as primary liaison between residents, Board of Directors, and service providers.
• Manage resident communication, complaints, and service requests with professionalism and responsiveness.
• Prepare and present monthly Board packets, including agenda, management reports, financial summaries, and meeting minutes.
• Establish and maintain the Association’s annual calendar and oversee Board-directed initiatives.

Employee Supervision & Training

• Supervise and train 13 in-house and contracted employees, fostering a culture of accountability, efficiency, and service excellence.
• Address employee issues and provide hands-on leadership to ensure high performance and property standards are met.

• Oversee day-to-day operations for a diverse portfolio of 5 residential and 1 commercial property across Philadelphia, Bucks, and Montgomery Counties.
• Ensure efficient property management including resident relations, maintenance coordination and regulatory compliance.
• Provide hands-on support across multiple locations, delivering high-quality service

• Support daily execution of the Association’s annual operating budget, including financial recordkeeping, invoice processing, and management of accounts payable (AP) and accounts receivable (AR).
• Accurately record, date, and time-stamp incoming invoices; verify vendor charges and assist in check processing and financial validation.
• Assist in planning and coordinating services for the Association; support bid solicitation and analysis, review proposals, and prepare recommendations for Board approval.
• Ensure enforcement of Association Governing Documents, including rules and regulations, and assist with policy implementation across the property.
• Manage and log work requests using Connect software, coordinate with contractors, and ensure compliance with unit access protocols and building guidelines.
• Provide support for Board operations: assist with preparation of agendas, monthly management reports, and supplemental documentation; attend meetings and record minutes.
• Address and resolve resident complaints with a high level of professionalism and superior customer service.
• Assist with resident onboarding including move-in/move-out procedures, document review, and scheduling.
• Help maintain an annual property operations calendar and support execution of ongoing property management tasks.
• Assist in employee management including addressing staff issues and supporting benefits administration.

• Responsible for overall housing management operations, with a focus on maintaining resident quality of life, lease compliance, and property standards for a HUD-regulated property serving low-income, elderly, and disabled individuals.
• Supervise all resident relations: qualify new move-ins, enforce lease regulations, manage conflict resolution, and maintain strict confidentiality of tenant records.
• Conduct regular unit and property inspections to assess conditions and identify maintenance needs; generate and manage work orders; coordinate with maintenance staff and external vendors to ensure timely and quality completion of repairs.
• Liaise with local township officials to ensure compliance with municipal housing codes and safety standards.
• Perform annual HUD-required recertifications for all residents, as well as interim certifications for changes in income or household composition.
• Maintain compliance with occupancy and rent calculation standards in accordance with federal HUD guidelines.
• Oversee legal enforcement of lease terms, including issuing notices, attending court proceedings, and facilitating the eviction process when necessary.
• Coordinate unit turnover activities including maintenance, cleaning, and inspection to prepare units for new residents.
• Document and follow up on incident reports; respond to property emergencies and ensure resolution with minimal disruption to residents.
• Support resident needs through resource referrals and responsive service; demonstrate empathy, professionalism, and outstanding customer service at all times.
• Provide clear, respectful, and effective oral and written communication; build and maintain productive working relationships with residents, staff, service providers, and regulatory agencies.
• Interpret and implement federal housing regulations, ensuring consistent compliance and high standards of service delivery.

• Attend ongoing training, seminars, and industry programs to stay current with insurance products, services, and regulatory changes, while developing technical skills and business acumen.
• Evaluate insurance risks by analyzing client profiles, inspecting properties, and consulting with underwriters on grey-area risk assessments to ensure accurate premium calculation and appropriate coverage.
• Develop customized insurance solutions for clients, tailoring policies to address a variety of personal and property risks across life, auto, and property insurance lines.
• Educate clients and prospects on policy coverage, benefits, and potential gaps; provide professional recommendations to ensure adequate protection based on their financial and personal needs.
• Explain policy features, advantages, and limitations clearly to support informed decision-making and drive successful policy sales.
• Manage full policy lifecycle: collect client data, process applications, ensure underwriting requirements are met, and deliver policies.
• Maintain close communication with policyholders to support coverage changes, provide claims assistance, and ensure satisfaction throughout the customer relationship.
• Perform property inspections, evaluating condition, construction type, age, and safety hazards to determine insurability.
• Advise clients on safety and risk mitigation strategies to minimize exposure and loss potential.
• Handle administrative tasks including policy renewals, data entry, recordkeeping, and compliance with documentation requirements.
• Build and grow client base through strategic marketing, networking, and participation in local festivals, events, and community outreach efforts.

• Supported the underwriting of professional liability insurance policies for dental malpractice, ensuring timely processing and accurate documentation.
• Completed policy endorsements, processed client requests, and handled inbound calls, maintaining a high level of client satisfaction and professionalism.
• Played a key role in client retention during carrier transition to AIG by proactively contacting clients, addressing concerns, and educating them on policy changes.
• Collaborated with the accounting department to resolve payment issues, process reapplies, and ensure account accuracy.
• Secured recission letters from clients in response to Broker of Record (BOR) changes during carrier transition.
• Educated clients on a range of coverages including Workers’ Compensation, Businessowners, and Professional Liability policies, helping them understand and maintain appropriate risk protection.
• Delivered accurate and timely updates to internal teams and clients, ensuring transparency and consistency in all communications.
• Maintained strong, productive relationships with clients, brokers, and internal underwriting teams.
• Assisted underwriters with book management tasks, reporting, and follow-up activities; compiled data and performed administrative duties to support daily operations.
• Facilitated the gathering of additional underwriting information and documentation to support risk evaluation and policy issuance.

• Conduct inside and outside marketing to generate new leads and grow client base, including participation in community events and networking initiatives.
• Sell and service Property & Casualty and Life insurance products, providing tailored solutions to meet individual and business client needs.
• Cross-sell and multi-line existing clients by identifying opportunities for additional policy sales, improving retention and increasing portfolio value.
• Conduct regular renewal follow-ups and coverage reviews to ensure client satisfaction, address changing needs, and maintain policy accuracy.
• Perform care reviews with current policyholders to assess protection gaps, explain policy benefits, and strengthen client relationships.
• Manage and service an active book of business, including policy updates, billing inquiries, claims support, and account maintenance.
• Deliver excellent customer service and maintain strong, long-term client relationships built on trust, education, and responsiveness.

• Conduct inside and outside marketing to generate new leads and grow client base, including participation in community events and networking initiatives.
• Sell and service Property & Casualty and Life insurance products, providing tailored solutions to meet individual and business client needs.
• Cross-sell and multi-line existing clients by identifying opportunities for additional policy sales, improving retention and increasing portfolio value.
• Conduct regular renewal follow-ups and coverage reviews to ensure client satisfaction, address changing needs, and maintain policy accuracy.
• Perform care reviews with current policyholders to assess protection gaps, explain policy benefits, and strengthen client relationships.
• Manage and service an active book of business, including policy updates, billing inquiries, claims support, and account maintenance.
• Deliver excellent customer service and maintain strong, long-term client relationships built on trust, education, and responsiveness.