President: The operational leader of the HOA. Keeps the board focused, the community informed, and the neighborhood running smoothly. This is the person residents call and the board looks to for direction.

• Organizes and runs the mandatory annual meeting and any other special meetings

• Sets meeting agendas and keeps discussions on track

• Serves as the primary point of contact for residents, vendors, and any local municipality or developer communications

• Oversees enforcement of CC&Rs and community guidelines (with board input)

• Delegates tasks to other board members and follows up on execution

• Signs contracts and official documents on behalf of the HOA

• Casts tie-breaking vote when board is deadlocked

 

 

Treasurer: The financial steward of the HOA. Responsible for making sure dues are collected, bills are paid, and every dollar is accounted for and reported transparently.

• Collects and tracks annual HOA dues from all homeowners

• Pays all HOA expenses and maintains accurate financial records

• Prepares and presents a budget for board approval each year

• Provides financial updates at board meetings

• Maintains the HOA bank account and manages reserves

• Flags any unexpected expenses or financial concerns to the board

• Assists with any tax filings required for the HOA entity

 

 

Secretary: The record keeper and communicator. Makes sure nothing falls through the cracks and that homeowners are always in the loop.

• Records and distributes minutes from all board and annual meetings

• Maintains all official HOA documents — bylaws, meeting records, correspondence

• Sends required notices to homeowners (meetings, votes, policy changes)

• Manages the HOA roster and keeps homeowner contact information current

• Handles incoming and outgoing official correspondence

• Ensures the HOA stays compliant with any state or local record-keeping requirements

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