PrideStaff · 5 days ago
Membership Counselor (Residential HOA)
PrideStaff is a property management organization in Laguna Woods seeking a Residential Membership Analyst (Membership Counselor) to support their resident services division. The role involves gathering and processing paperwork for membership applications, reviewing documentation, and evaluating applicants' financial status to recommend membership approvals.
DeliveryHuman ResourcesSmall and Medium Businesses
Responsibilities
Analyze tax returns, financial reports, property profiles, trust documents and any other legal documents to determine ownership interests-based guidelines provided by the corporate counsel
Obtain relevant information and evaluate applicants' financial status, including credit history, debt-to-income ratio, and appraisal reports, assets, salaries, debts and employment status to determine recommendation for membership approval
Ensure all necessary information and documentation is submitted to the department manager, and is recorded properly in electronic file format
Research and correct mistakes in applications for clients
Review file documentation for missing or erroneous information
Meeting resale application deadlines
Creates letters, memorandums, reports and appropriate forms, from verbal instruction or established procedures
Composes and types routine correspondence as a result of membership transfer transactions or resale transactions as required
Assisting Community Services Manager with requests and tasks needed to complete and process applications
Must be able to analyze resident requests to transfer concerning membership changes and keep the manager informed of any problem or discrepancy
Must be aware of the limits beyond which constitute legal advice and which cannot be offered to residents and property buyers and sellers
Qualification
Required
Previous experience with Lease Agreements and HOAs
Knowledge of basic business and property law
Ability to set up and type a variety of letters, records, reports, and related materials
Ability to post and make mathematical computations rapidly and accurately
Ability to type 55 words per minute
Knowledge of Microsoft Office 365
Preferred
Notary is a plus
DocuSign experience is a plus
Benefits
Medical, dental
FSA
401(k) matching
Sick time
Paid holidays
Vacation time
Company
PrideStaff
PrideStaff is a staffing and recruiting company.
Funding
Current Stage
Late StageRecent News
2026-01-15
2025-12-30
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