HOA Accounts Specialist — Temp Role

Pacific Western Bank; Santa Ana (CA); On-site; USD 36,000 - 41,000; Full time

Job summary

Banc of California is seeking an HOA Account Servicing Specialist for a temporary position in Santa Ana, CA. The role focuses on new accounts, CIP/CDD verification, and accurate servicing in compliance with bank policies.

You will open and maintain accounts, input data into the core system, and collaborate with Relationship Managers to ensure high-quality processes. On-site position with salary in the $26–$30/hour range.

Qualifications

• Minimum of 1 year of direct experience in HOA Account Servicing required.
• Ability to work virtually.
• Excellent written and verbal communication skills.
• Detail-oriented with strong problem-solving skills.

Responsibilities

• Verify CIP and CDD.
• Open checking, money market, and CDs.
• Input new accounts into core system and review packages.
• Perform account maintenance and changes as needed.
• Collaborate with Relationship Managers and Senior Analysts.

Skills

Team player

Communication skills

Attention to detail

Self-motivation

Education

Associate’s degree or higher preferred

High school diploma or equivalent required

Tools

Microsoft Word

Excel

Outlook

Job description

Banc of California is seeking an HOA Account Servicing Specialist for a temporary position in Santa Ana, CA. The role focuses on new accounts, CIP/CDD verification, and accurate servicing in compliance with bank policies.

You will open and maintain accounts, input data into the core system, and collaborate with Relationship Managers to ensure high-quality processes. On-site position with salary in the $26–$30/hour range.