Hybrid Forward Planning Coordinator

Keystone Pacific Property Management, LLC is a prestigious property management firm headquartered in Irvine, CA, with offices throughout Southern California, Colorado, and Idaho. Since 1982, we have led the way in providing superior customer care for our clients in planned-unit developments, condos, mixed-use, commercial, new project developments, large scale onsite communities and master-planned community associations.

We have excellent opportunities for a Forward Planning Coordinator to join our amazing environment with an opportunity for continuous growth and development, please read below!

Summary: The Forward Planning Coordinator is responsible for executing key tasks specific to new development properties. They will assist the consulting team with DRE budgeting tasks and business development opportunities, as well as assisting the Accounting division by providing support to the New Development Escrow team in new development project setup, phasing, developer billing, and bond tracking.

Why Join Keystone?

Keystone is a company dedicated to empowering our team members to improve people’s lives beyond expectations. We set ourselves apart by providing an excellent level of service to our team members and clients.

As a member of our team, your talents will be nurtured and your contributions will be supported in a value-based environment that fosters the type of professional quality our customers have come to rely upon.

We provide an environment for people that nurtures leadership and promotes personal success and reward those who exceed expectations. We foster a culture of open feedback and continuous growth.

What We Offer:

• Competitive Salary
• Hybrid and Flexible working arrangements
• Work-Life Balance
• Opportunities for career growth
• Training and mentorship from successful leaders in the HOA industry
• Cell Phone Stipend
• Mileage Reimbursement
• Medical (HMO and PPO), Dental, and Vision
• Flexible Spending Account
• Pet Insurance
• Pre-Paid Legal
• Employer Paid Basic Life/AD & D Insurance
• Voluntary Life and Short-Term Disability Insurance
• Free Employee Assistance Program
• 401(k) Retirement plan with Company Match
• Financial and Health/Wellness Education
• PTO
• Birthday Time Off
• 11 Paid Holidays (Half Days/Early office closure before certain major holidays)

Essential Job Duties and Responsibilities:

• Maintain Consulting Project Tracker.
• Follow up on outstanding consulting proposals and invoices.
• Perform common area takeoffs on consulting projects.
• Create updated monthly budgets for consulting projects, reflecting new closings in community.
• Assist with marketing materials, such as holiday cards/emails, and purchase end of the year gifts.
• Schedule developer lunches and business development opportunities.
• Assist in new project setups in preparation of first closings. This includes document collection and distribution; and bond release preparation, tracking and reporting, kickoff meeting setup.
• Assist in new phase annexation by reviewing required documents, importing new addresses to data software, and implementing the new phase budget.
• Assist with lender HOA certification requests for developing projects.
• Address information inquiries from homeowners, lenders, and appraisers.
• Process builder and developer billing in new development accounts.
• Maintain and monitor bond tracking and releases for new development accounts.
• Participate in file maintenance.
• Set up and verify new homeowners.
• Process refunds to developers and owners for overpayment of assessments and/or fees.
• Assist Supervisor with various tasks and projects.
• Practice and adhere to Keystone’s Core Values, Mission, and Vision.
• Any additional job duties as required by supervisor.

Qualification Requirements:

• Must have a valid Driver’s License and maintain a clean MVR.
• Must have reliable transportation.
• Ability to work under tight deadlines and consistently meet deadlines.
• Exhibit consistent professionalism, professional attire, and demeanor.
• Demonstrate effective strong verbal and written communication and listening skills.
• Demonstrate problem solving abilities.
• Must be proficient with computer programs, including MS Office such as Word, Outlook, Excel, and Teams
• Demonstrate organizational skills and ability to independently prioritize daily workload.
• Must work effectively with co-workers and clients.
• Excellent interpersonal skills.

Education and/or Experience:

• 2-3 years of experience working in a Customer Service role.
• Previous HOA management experience preferred, not required.
• Building/Development experience preferred, not required.
• Bachelor’s Degree preferred.
• High School Diploma or GED required.

Work Environment:

The work environment characteristics described here are representative of those a team member encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

• Typical office environment with low-level noise exposure.
• Ability to sit, stand, and operate business equipment. Frequent use of telephone and headset.

We invite you to view our LinkedIn, Instagram, and Facebook to get an inside look on what Keystone is all about! Check out our website at www.kppm.com. Click on “Careers” and stay connected!

Reasonable accommodation will be provided for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system, send an email to hr@keystonepacific.com for assistance. Please include a description of your requested accommodation, your name, and contact information. Note: This email address is not for general employment inquiries. Keystone will not respond to inquiries that are not related to accessibility of the on-line application system by individuals with disabilities.

Keystone Pacific Property Management, LLC is an equal opportunity employer. All applicants will be subject to a Background Check.