Tracy M Shreffler
Clearwater
Summary
Results-oriented Licensed Community Associations Manager with five years of experience in association management, seeking to leverage expertise in client relations and office coordination. Demonstrated ability to foster strong relationships and streamline operations, ensuring efficient management of community associations. Highly organized and detail-oriented, with proven skills in communication, leadership, and technology. A strong work ethic drives commitment to achieving organizational goals and enhancing community engagement.
Overview
6
6
years of professional experience
1
1
Certification
Work History
On-site Administrator
Pointe West ROC, Inc.
05.2025 - Current
- Assist manager with all community office functions.
- Answer multi line phone system.
- Greet residents, vendors, and guests for community concerns and or issues.
- Update and maintain new and existing resident files.
- Resident vetting with National Tenant Network for background and credit criteria.
- Review and process resident changes.
- Organize and issue community mailings.
- Daily mail preparation and distribution.
- Process bank deposits.
- Code vendor invoices for payment.
- Collections
- Analyzed and evaluated construction bids to select most cost-effective contractors.
On-Site Licensed Community Association Manager
Four Season Estates ROC, Inc. C/O Condominium Associates
05.2021 - 04.2025
- Daily communications; (i.e. phone calls, E-mails, building relationships with Board members, staff, residents, and vendors.
- Daily, weekly and monthly reporting.
- Physical property inspections, work orders/ Cam projects, issue violation letters, monitor contractor performance, monitor on-site systems, (i.e. Pools Irrigation, Facilities etc.
- Review Client Financial Statement/Variance Reports.
- Update Website with pertinent information or changes
- General Ledger coding and enter Invoices for BOD approval.
- Sought additional revenue streams and expense reduction opportunities for the association.
- Vendor contract services, Bids/ contract renewals, monitor contractor performance, monitor site systems (i.e. pools, Irrigation, facilities etc.)
- AP/AR and payroll approval.
- Employee hiring, onboarding and training.
- Mobile home resale processing.
- Share Equity sale processing.
- Background checks, US and Foreign,
- Notary Republic.
- Prepare Meeting Notices & Agendas
- Prep Florida statute required notices.
- Facilitate BOD Meetings.
- Prepare Meeting agenda and meeting minutes.
- Submit Expense Report,
- Weekly team manager meetings.
- Prepare 1st Draft of Operating Budget and Facilitate Approval and Adoption,
- Facilitate annual membership meetings and elections.
- Verify annual report filing with Sunbiz.
- Update Insurance, property licensure and permit renewals.
- Facilitate financial reporting requirements.
- Review audit and assist accountant with Tax return preparation.
- Distribute annual financial statements to owners.
- Update annual meeting calendar.
- Create and distribute Hurricane evacuation plan.
- Facilitate special meetings of BOD or association membership, update association directory within Accounting software, oversee projects, Attend On-Site Meetings with BOD/Vendors/Local Municipality/Utilities, Professionally advise BOD and committees, work with Association attorney on Legal Issues. i.e. violations, foreclosures, collections etc.
- Attended required corporate manager meetings.
- Attended required training classes.
- Maintain continuing education as required for state License renewal.
- Addressed and quickly resolved resident complaints with speedy and knowledgeable support.
- Maintained property compliance with local, state, and federal regulations.
- Implemented and enforced policies and procedures to maintain properties to highest standards.
- Monitored effective lease renewal to maintain high occupancy rates.
- Surveyed annual rent census for rental increases and budget projections.
- Delivered emergency 24-hour on-call service for tenants on community issues.
- Responded to Common Area Maintenance (CAM) inquiries.
On-site Administrator
Four Seasons Estates ROC, Inc.
05.2019 - 09.2023
- Assist manager with all community office functions.
- Answer multi line phone system.
- Greet residents, vendors, and guests for community concerns and or issues.
- Update and maintain new and existing resident files.
- Resident vetting with National Tenant Network for background and credit criteria.
- Review and process resident changes.
- Organize and issue community mailings.
- Daily mail preparation and distribution.
- Process bank deposits.
- Code vendor invoices for payment.
- Collections
- Analyzed and evaluated construction bids to select most cost-effective contractors.
DSA Reservist
Department of Homeland Security – FEMA Federal Emergency Management Agency
06.2020 - 03.2021
- Disaster Survivor Assistance. NPSC call center Hyattsville, MD. Individual and Household Program.
- Registration Intake and Helpline. Responsible for registering and maintaining information of a disaster survivor for federal assistance.
- Verify applications for disaster assistance.
- Ensure effective communication to the survivor for access to local survival resources.
- Applied effective time management techniques to meet tight deadlines.
- Identify issues and concerns by communicating them to the proper channels for resolution.
- Provide case status to survivors and record important case information into NEMIS while ensuring entries are complete and accurate.
Education
High School Diploma - Community Association Management
Bob Hogue School of Real Estate
St. Petersburg01.2022
GED - undefined
Scale
01.1997
Skills
- Microsoft Office; Suites, Outlook, Share Point, Word, Excel, Power Point, Microsoft teams
- Paylocity
- Zoom
- CINC, CINC Web-Axis
- Adobe
- Volo Communications
- Atrium door security software
- Tops
- Caliber
- Vantaca
- 10 key applications eight thousand kph
- Multi-Line telephone answering
- coping, scanning, faxing
- filing, scheduling and record keeping
Accomplishments
- Guided transition of a cooperative association into a new management companies accounting software with accuracy and efficiency.
Certification
- Licensed Community Association Manager
- Notary Republic
Languages
English
Timeline
On-site Administrator
Pointe West ROC, Inc.
05.2025 - Current
On-Site Licensed Community Association Manager
Four Season Estates ROC, Inc. C/O Condominium Associates
05.2021 - 04.2025
DSA Reservist
Department of Homeland Security – FEMA Federal Emergency Management Agency
06.2020 - 03.2021
On-site Administrator
Four Seasons Estates ROC, Inc.
05.2019 - 09.2023
GED - undefined
Scale
High School Diploma - Community Association Management
Bob Hogue School of Real Estate
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