HOA Accounts Specialist: Open, Verify & Service

Banc of California; Brea (CA); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

401(k) with company match

Medical, dental, and vision insurance

Paid time off and holidays

Tuition reimbursement and mentorship

Job summary

Banc of California is seeking an HOA Account Servicing Specialist to provide frontline support for new accounts and ongoing account servicing. You will verify customer information, review documentation, and open and maintain various account types, ensuring accuracy and compliance.

The role emphasizes teamwork, independent work, and strong communication skills, with comprehensive benefits and growth opportunities offered by the bank.

Qualifications

• Minimum of 1 year of direct experience in opening new accounts at a financial institution/bank.
• Strong teamwork and ability to work collaboratively and independently.
• Excellent written and verbal communication skills.
• Detail oriented with good problem-solving skills.
• Proficient with MS Word, Excel and Outlook.
• High School diploma or equivalent required.

Responsibilities

• Verify CIP/CDD information and regulatory documentation.
• Review documents for accuracy and quality.
• Open Checking, Money Market, and CD accounts.
• Input new accounts in the core banking system and process for review.
• Update and supersede signature cards and other documents.
• Perform account closures when needed.
• Communicate with HOA Senior Account Servicing Specialists and Team Lead to ensure consistency.
• Collaborate with Relationship Managers and Regional Account Executives when intervention is required.
• Execute maintenance tasks such as address/name/type changes and other account-level updates.
• Follow all policies and procedures and perform other duties as assigned.

Skills

Teamwork

Independent work

Communication

Detail orientation

Problem solving

Education

High School diploma or equivalent

Tools

MS Word

Excel

Outlook

Job description

Banc of California is seeking an HOA Account Servicing Specialist to provide frontline support for new accounts and ongoing account servicing. You will verify customer information, review documentation, and open and maintain various account types, ensuring accuracy and compliance.

The role emphasizes teamwork, independent work, and strong communication skills, with comprehensive benefits and growth opportunities offered by the bank.