Membership Counselor
Current-Answer phones using proper etiquette and respond to routine requests for information or transfer calls to the appropriate department as required.-Schedule appointments and maintain calendars.-Respond to email requests for assistance and information.-Conduct orientation appointments for new members, introducing them to the Lake facilities, and giving an overview of the amenities as well as the rules and regulations.-Collect member contact information, grant deeds, lease agreements, and proof of residency documents.-Accurately enter all information into the HOA database and scan and upload all documents.-Support Accounting Department by collecting in-person and over the phone assessments dues and transfer fees and updating their accounts. -Help members register online accounts and set up automatic payments if desired.-Assist landlords and property managers in transferring membership to tenants, explaining the procedure, and processing the required paperwork.-Review work, checking for completeness and accuracy, and that all documentaion has been scanned to the appropriate accounts in the membership database.