Regional Operations Leader in CAMS Portfolio Management

Jason Dail

Carolina Shores, NC 919-***-****

*****.**.****@*****.***

Professional Profile

Results-driven executive with extensive experience in regional operations, portfolio management, and business strategy. A CAI-accredited professional holding CMCA® and AMS® designations, with a proven track record of overseeing large-scale community operations, financial analysis, and multi-team management. Expertise in streamlining business processes through industry-leading software and maintaining high-level stakeholder relations across multiple regions.

Professional Experience

Regional Director CAMS – Myrtle Beach, SC

May 2025 – Present

● Direct all regional operations for the Myrtle Beach office, overseeing a diverse portfolio of homeowner associations and high-rise condominiums.

● Lead and mentor a team of Community Managers and administrative staff, ensuring adherence to corporate standards and service excellence.

● Drive regional business growth and client retention strategies while managing the branch’s profit and loss (P&L).

● Act as the primary escalation point for complex Board of Director relations and legal/compliance matters within the region.

● Implement standardized operational workflows using Vantaca and CINC to increase regional efficiency and reporting accuracy.

Portfolio Manager CAMS

January 2024 – April 2025

(Note: Following the acquisition of JTL Group, LLC by CAMS in December 2023)

● Utilized Vantaca and CINC to manage large-scale portfolios, automate workflows, and enhance financial reporting accuracy.

● Maintained consistent, open communication channels with Boards of Directors and homeowners to ensure community satisfaction.

● Developed and presented comprehensive annual budgets and monthly financial variance reports to Boards.

● Directed daily operations for a diverse portfolio of communities, ensuring seamless service delivery.

● Coordinated with vendors for large-scale community maintenance and infrastructure projects.

Business Owner JTL Group, LLC

2007 – 2023

● Founded and scaled a full-service community management firm.

● Leveraged Appfolio and CINC Systems to modernize property management operations, including online dues collection and maintenance tracking.

● Managed all facets of the business, including sales, marketing, and corporate accounting.

● Conducted extensive reserve studies and managed FHA-related compliance.

● Directed specialized stormwater control initiatives and infrastructure oversight. Accountant Koonce, Wooten & Haywood (Now Dean Dorton) 2007 – 2012

● Served as a QuickBooks ProAdvisor, implementing software and training small business owners on efficient workflows.

● Managed monthly bookkeeping for a diverse client base and produced detailed financial and payroll reports.

General Contractor J. O. Dail Construction

2003 – 2007 (License #60642)

● Oversaw all operations for a commercial and residential construction company, focusing on project management and financial oversight.

Education & Certifications

● Community Association Managers International Certification Board (CAMICB)

● CMCA® – Certified Manager of Community Associations

● Community Associations Institute (CAI)

● AMS® – Association Management Specialist

● Millbrook High School Graduate

● National Safety Council Certified

● OSHA training and MSDS education; Hazard Communication (Haz Com) Policy training

● Specialized Training: Additional Construction Safety coursework (Chapel Hill, NC) Technical Skills & Core Competencies

● Executive Leadership: Regional Operations, P&L Management, Team Mentorship, Business Development.

● Industry Software: Vantaca, CINC Systems, Appfolio, QuickBooks ProAdvisor.

● Financial Management: Portfolio Accounting, Budgeting, Variance Reporting, AR/AP.

● Property Management: HOA/Condo Governance, Reserve Studies, FHA Compliance, Vendor Management.

Contact this candidate