Membership Counselor (Residential HOA) jobs in United States
cer-icon
Apply on Employer Site
company-logo

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
check
Growth Opportunities

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

Lease AgreementsHOA knowledgeBusiness law knowledgeMicrosoft Office 365NotaryDocuSignTyping speedMathematical computations

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

company-logo
PrideStaff is a staffing and recruiting company.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Tammi Taylor Heaton
Co-CEO
linkedin
leader-logo
Christina Pugh
Chief Sales Officer (CSO)
linkedin
Company data provided by crunchbase