Banking Coordinator

PMP is seeking a motivated, detailed, communicative, and personable professional to join our team as Banking Coordinator in Irvine, CA.

Who We Are

Property Management Professionals LLC. and/or PMP Management LLC. (PMP) is an industry-leading Association management firm providing extraordinary services to common interest developments throughout Southern California, Arizona, Utah, Colorado, and Texas. PMP delivers a boutique-style level of service only a local management partner can, with the depth and breadth of support and training only seen at much larger management firms.

PMP is one of the fastest growing management firms in each of our respective markets, which provides our team members’ a unique opportunity to develop and grow their careers. Our people-centric culture attracts and retains the industry’s top talent and has served as one of our competitive advantages, driving our growth and success over the past decade and a half.

To learn more about PMP and our unique company culture, we invite you to visit our social media platforms below:

Instagram/pmpmanage

facebook/pmpmanage

linkedin/company/pmpmanagement

Who We’re Looking For

PMP is looking for energetic, passionate, personable, and detail-oriented professionals to join our growing team. The right candidate will embrace change, celebrate innovation, and have an unwavering passion for providing extraordinary customer service to our valuable clients.

Position Description: Banking Coordinator

Duties & Responsibilities:

• Open and close bank accounts
• Update/send bank letters for transitioning accounts
• Setup new bank accounts in accounting system
• Update signature cards (bank/payable platform/accounting system) for new board members
• Maintain current copies of signature cards/electronic templates
• Develop relationship with banks and update contact lists
• Act as authorized corporate officer for master signature card
• Retrieve monthly bank rates and provide to Property Accountants and Managers
• Update associations links per user for bank site
• Request bank user ID and Logins for new accounting staff, managers, and/or board members
• Retrieve monthly bank statements electronically
• Respond to Dormant Account notices
• Handle escheatment process of unclaimed funds
• Provide backup support to Compliance Coordinator
• Process Investment requests
• Create standard procedures for Banking tasks
• Meet all set deadlines and expectations
• Collaborate and consult with 3rd party vendors to resolve accounting related issues
• Provide daily support to the Community Management and Accounting team
• Respond to all phone calls and e-mails within 24 hours
• Maintain electronic filing system for assigned communities
• Complete special projects & tasks as assigned

Required Qualifications:

• Background in Banking or Accounting: 1 year(s) (Preferred)
• Proficient in Microsoft Word, Excel, Outlook, Adobe, and Docusign
• Experience with Zoom and Microsoft Teams
• Experience with data entry software?
• History of performing under deadlines and pressure with accuracy
• Background in exceptional customer service
• Demonstrates clear written and verbal communication skills.
• History of multi-tasking with attention to detail
• Proven self-starter who can manage time effectively
• Desire to assist all clients (internal and external) in a professional and friendly manner
• Basic knowledge of HOA industry (preferred but not required)

Detailed oriented, multi tasker, fast paced

Experience with Word, Excel, Outlook, Adobe, and DocuSign required.

Experience in Banking preferred.