Job Description
Job Description
A property management organization in Laguna Woods needs a Residential Membership Analyst (Membership Counselor) to support their resident services division. This role is responsible for gathering and processing paperwork and documentation provided by escrow agencies for membership applications. Duties include: carefully reviewing membership applications, income verification, assets evaluation, credit information to create reports for the management. Previous experience with Lease Agreements and HOAs is helpful.
This is a full-time, temp-to-hire opportunity, with a starting pay-rate of $23-25 per hour based on experience. Mon-Fri, 8am-5pm schedule, position is fully-on site.
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.
Qualifications:
- Previous experience with Lease Agreements and HOAs
- Knowledge of basic business and property law
- Notary is a plus.
- 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, DocuSign experience is a plus
Benefits (once hired by the company):
- Medical, dental
- FSA
- 401(k) matching
- Sick time
- Paid holidays
- Vacation time
Company DescriptionPrideStaff South Orange County Mission Viejo works with local businesses to source, interview and recruit candidates for temporary, temp-to-hire, and direct-hire staffing in the areas of office and administrative support, customer service, accounting, light industrial, skilled, and general labor. We serve the South Orange County cities of Mission Viejo, Rancho Santa Margarita, San Clemente, Laguna Hills, Aliso Viejo, Dana Point, San Juan Capistrano, Laguna Niguel and other coastal communities.
Company Description
PrideStaff South Orange County Mission Viejo works with local businesses to source, interview and recruit candidates for temporary, temp-to-hire, and direct-hire staffing in the areas of office and administrative support, customer service, accounting, light industrial, skilled, and general labor. We serve the South Orange County cities of Mission Viejo, Rancho Santa Margarita, San Clemente, Laguna Hills, Aliso Viejo, Dana Point, San Juan Capistrano, Laguna Niguel and other coastal communities.