Leez Phillips
Portfolio Manager
Cape Farms
Summary
I always maintain a positive outlook on life, I am reliable & ethical and can perform under pressure, always meeting deadlines. I look forward to new challenges.
Overview
28
28
years of professional experience
Work History
Property Portfolio Manager & Estate Manager
Residentia Trust
Cape Town
06.2025 - 12.2025
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Implemented robust compliance measures to adhere to regulatory requirements while managing client assets effectively.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
- Negotiated favorable terms with external service providers to reduce costs while maintaining high-quality services for clients.
- Developed rebalancing strategies to minimize risk exposures.
Sectional Title Portfolio Manager
OSRO
Cape Town
07.2023 - 05.2025
- Working as a Sectional Title Portfolio Manager: Currently Managing 18 Buildings comprising of approximately 993 units / flats, dealing with Trustees, Owners, Agents and Tenants. Arranging, attending and chairing of Trustee Meetings, Special General Meetings, Annual General Meetings etc. Compiling of Budgets, compiling of minutes. Arranging Maintenance Quotations, Scope of Works, attending Site Inspections etc. Payment approvals of work completed. Conflict resolution, maintaining and updating of databases. Drafting resolutions, Management Agreements etc.
- Reason for seeking alternate employment, looking for new growth opportunities with a company that has an international footprint
Sectional Title Portfolio & Facilities Manager, Lease Manager
West Holdings
Cape Town
01.2018 - 06.2023
- Managing approximately 25 buildings comprising of 750 individuals
- Compiling & Management of Budgets
- Drafting Resolutions
- Financial Planning & Reporting
- Attendance of meetings with stakeholders & compiling minutes
- Management of all maintenance quotations & scope of works
- Maintenance inspections & comprehensive reports
- Insurance Claims
- Dispute Resolutions
- Attending to new business quotations & Presentations
- Credit Control of all Buildings
- Perform owner reconciliations
- Liaise with owners regarding arrears and handed over (To attorney) matters
- Peruse and sign off owner statements
- Liaise with existing owners regarding increasing their Fee structures
- Contact existing owners regarding rental increases
- Ensure correct procedures are followed as per The Sectional Titles Act
- Liaise with owners with regards to levy and rates increase and recovering same from the tenants
- Ensure levies and other expenses have been paid prior payment to the owner is made
- Ensure Agent Fees and the deposit has been allocated correctly
- Ensure invoices loaded are being paid if there is available funds
- Pay invoices after approval from owners
- Ensuring that the maintenance inspector has the vacating schedule in order to arrange for the outgoing inspection to be conducted
- Ensuring vacating maintenance is debited to the tenants account prior to the deposit refund
- Deal with all tenant queries
- Receive and process notices received from the tenant and advise the owner of same
- Deal with telephone and walk in enquiries when required
- Authorize deposit refunds
- Check and sign all new lease agreements on behalf of the landlord
- Load electricity and any other recovery amounts on the tenants’ rental accounts send out rental statements
- Ensure that the owners and tenants receive copies of the lease agreements
- Conduct account adjustments when necessary on WeConnectU
- Monitor arrears with credit controller and ensure that correct collection action is being taken
- Help staff with any queries they have and correct any errors they have made
- Have regular administration meetings and attend marketing meetings
- Do consistent checks to ensure that Letting Agents are keeping the website updated and correct
- Be of general assistance to staff
- Close and adjust the accounts when tenants vacate
- Check and correct all narrations on WeConnectU weekly To ensure that GL codes all are correct
- Report on business loss / gained every month
- Documentation management – invoice control
- Management of maintenance inspector, letting agents and letting administrators ensure deadlines are met
- Management of individual and team performance requirements
- Attaining 24-hour turnaround time (deadlines) and retaining top class service delivery with the 1st time right approach
Director & Company Owner
Azure Pty Ltd
01.2015 - 12.2017
- Procuring of new business in Prepaid Utilities such as Electricity Water & Gas Prepaid Meters
- Procuring and Management of Residential / building renovations & redecoration of buildings
- Procuring and Management of CCTV, Access Control, Biometrics Tag Systems, Booms & Clamping of Illegally parked vehicles in complexes
- Procuring and Management of Plumbing jobs, blocked drains, leak detection, CCTV inspections of leaks and blockages
- Stock Purchase & Control, Route Planning
- Price negotiation with suppliers and clients
- Site Inspections & Progress Reports
- Maintenance Reports of Buildings & Drafting of Comprehensive Plans to rectify all areas requiring urgent attention
- Compiling Scope of Works & Specifications for jobs as well as problematic jobs
- Staff Employment & Management
- Management of trackers on vehicles and route checks of staff
- Project Management & Budget Management of jobs
- Tenders, Quotations & Invoicing
- Marketing, Advertising & Attaining New Business
- Formulating & implementation of policies and procedures
- Equipment control, vehicle control, management of driving Violations
Director & Company Owner
Maximore Properties CC
12.2009 - 12.2015
- Duties the same as listed above under “West Holdings & OSRO”.
Sales Executive
Trafalgar Pty Ltd
08.2003 - 11.2009
Marketing Assistant
Propell Sectional Title Solution Services
01.2002 - 07.2003
PA & Admin
Street Feet, Eurasia Footwear, Securicor Grey
01.1998 - 01.2001
Education
Salesmanship
CPUT
Marketing Management
CPUT
Offshore Survival
CPUT
Sectional Title Scheme Manager
UCT
NQFL 4
EAAB
NQFL 5
EAAB
Online Tutoring Qualification
TEFL
From Prompt to Profit 2026 Certificate
AI Remote Online Learning
2026 Certificate
Power BI & AI
PC Specialist - undefined
Boston House College
01.1998
Matriculated - undefined
Paarl Girls’ High
01.1996
Skills
Microsoft Office (Excel, Word, Powerpoint)
Outlook
Internet Explorer
WeConnectU
ChatGpt
Google Gemini
Microsoft BI & AI
References
- Ms. Elmarie Swart, Office Manager, Osro Property Management, +27 21 910 0707, elmarie@osro.co.za
- Ms. Janine West, Business Owner, +27 66 366 4514
- Client references available on request
Timeline
Property Portfolio Manager & Estate Manager
Residentia Trust
06.2025 - 12.2025
Sectional Title Portfolio Manager
OSRO
07.2023 - 05.2025
Sectional Title Portfolio & Facilities Manager, Lease Manager
West Holdings
01.2018 - 06.2023
Director & Company Owner
Azure Pty Ltd
01.2015 - 12.2017
Director & Company Owner
Maximore Properties CC
12.2009 - 12.2015
Sales Executive
Trafalgar Pty Ltd
08.2003 - 11.2009
Marketing Assistant
Propell Sectional Title Solution Services
01.2002 - 07.2003
PA & Admin
Street Feet, Eurasia Footwear, Securicor Grey
01.1998 - 01.2001
Marketing Management
CPUT
Offshore Survival
CPUT
Sectional Title Scheme Manager
UCT
NQFL 4
EAAB
NQFL 5
EAAB
Online Tutoring Qualification
TEFL
From Prompt to Profit 2026 Certificate
AI Remote Online Learning
2026 Certificate
Power BI & AI
PC Specialist - undefined
Boston House College
Matriculated - undefined
Paarl Girls’ High
Salesmanship
CPUT