AVP, HOA Technical Lead

Banc of California•Peachtree Corners, GA

About The Position

The AVP, HOA Technical Lead provides technical leadership for HOA operations, supporting system optimization, implementation, and training for treasury management products and accounting interfaces. This role acts as a technical resource for internal teams, branches, vendors, and stakeholders, ensuring effective service delivery. You will also assist the HOA Sales team with proposals, technical analyses, and other Client Services Manager assigned tasks. 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.

Requirements

Minimum 5 years in banking, fintech, or financial services required
1–3 years business analyst, treasury sales/implementation experience
Effective organizational and time management skills.
Exceptional oral, written and interpersonal communication skills.
Ability to make decisions that have moderate impact on the immediate work unit and cross functional departments.
Proficiency in Microsoft Office Suite, Salesforce, FIS, Fiserv, Jack Henry core applications
Must be able to establish peer relationships and communicate effectively with multiple company disciplines, cross-functional, and external teams.
Ability to apply sound judgment, effectively solves problems, and determines fraudulent activity consistently.
Excellent critical thinking and problem-solving skills.
Detail-oriented and process-oriented approach.
Ability to organize and prioritize workload.
High School diploma or equivalent required

Nice To Haves

HOA industry accounting software knowledge in API, Vantaca, CINC, Appfolio, Frontsteps/Caliber

Responsibilities

Serve as a subject matter expert on HOA platform and products. Serve as a technical liaison between Client Service team and HOA IT teams for banking platforms
Assess and consult on client product needs
Oversee tracking and resolution of technical customer issues; gather feedback
Facilitate onboarding and technical setups for new/existing deposits and treasury products
Analyze and recommend improvements from client interactions
Support implementation/training for Treasury services
Participate in meetings on Application Programming Interface (API)tech setups to identify trends and enhance support
Evaluate and resolve customer accounting system compatibility
Identify and implement process enhancements to improve efficiency, technical processes and reduce risk.
Collaborate with cross-functional teams on system upgrades and automation projects.
Develop internal procedures for technical issues
Follow all established policies and procedures.
Perform other duties and projects as assigned.

Benefits

Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.

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