HOA Client Services Specialist (Temporary Position for up to 6 months)

Banc of California, Inc.; Santa Ana (CA); On-site; USD 40,000 - 60,000; Full time

Job summary

Banc of California is seeking an HOA Account Servicing Specialist to support new accounts and ongoing servicing. You will verify CIP/CDD, review documents, and open and maintain client accounts across core systems. Roles require collaboration with Relationship Managers and Analysts, with autonomy to perform virtual work as needed.

The position emphasizes accuracy, communication, and a proactive approach to servicing HOA clients and accounts within a dynamic bank environment.

Qualifications

• Minimum 1 year of HOA Account Servicing experience.
• Ability to work virtually.
• Team-oriented and collaborative, with the ability to work independently.
• Excellent written and verbal communication skills.
• Detail-oriented with strong problem-solving skills.
• Knowledge of Microsoft Word, Excel, and Outlook.
• Associate degree or higher preferred.
• High school diploma or equivalent required.

Responsibilities

• Verify CIP and CDD for customers.
• Review documentation for accuracy and quality.
• Open checking, money market, and CD accounts.
• Enter new accounts into core system and prepare packages for callback review.
• Supersede signature cards and related documents.
• Perform account closures.
• Coordinate with HOA Senior Specialists, Analysts, and Team Lead.
• Collaborate with RM and RE regarding assigned clients.
• Handle maintenance like address/name/account-type changes.
• Contribute to other duties and projects as needed.

Skills

Communication

Attention to detail

Problem solving

MS Word

MS Excel

MS Outlook

Education

Associate degree or higher preferred

High school diploma or equivalent required

Tools

MS Office

Job description

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more.

At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win!

THE OPPORTUNITY

The HOA Account Servicing Specialist works under general supervision and provides support to clients regarding new accounts and general account servicing. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

How You’ll Make a Difference

• Play a key role in verifying Customer Information Profile (CIP) and Customer Due Diligence (CDD).
• Review all documentation for accuracy and quality.
• Open checking, money market, and certificate of deposit accounts.
• Input new accounts into the Bank’s core system and submit complete packages for callback review.
• Supersede signature cards and other documents.
• Perform account closures.
• Communicate regularly with HOA Senior Account Servicing Specialists, HOA Account Servicing Analysts, and the Team Lead to ensure the consistency and quality of processes.
• Collaborate with business partners, including Relationship Managers and Regional Account Executives, regarding assigned clients when Relationship Manager intervention is required.
• Perform various types of maintenance, including but not limited to changes of address, name changes, account type changes, and other customer- and account-level changes.
• Perform other duties and projects as assigned.

What You’ll Bring

• Minimum of 1 year of direct experience in HOA Account Servicing required.
• Ability to work virtually.
• Team-oriented and collaborative, with the ability to work independently.
• Excellent written and verbal communication skills.
• Detail-oriented with strong problem-solving skills.
• Knowledge of Microsoft Word, Excel, and Outlook.
• Associate’s degree or higher preferred.
• High school diploma or equivalent required.

The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.