Director of Operations
About The Position
About the Role: The Director of HOA Operations leads the operational strategy and execution of the Bank’s Treasury Management products and services supporting the HOA segment. This role oversees end-to-end HOA operations, including client services, implementations, account management, and compliance, while ensuring seamless delivery of solutions such as API integrations, ACH services, lockbox, online banking, and fraud prevention tools. This leader partners cross-functionally to optimize processes, mitigate risk, and enhance the client experience, while supporting the Bank’s proprietary HOA dues collection platform, Premier Property Pay. The role also ensures operational readiness, regulatory compliance, and scalable infrastructure to support continued growth in the HOA business.
Requirements
- 10+ years of experience in banking operations, Treasury Management, or related areas
- Strong expertise in compliance, risk management, audit, and operational controls
- Experience with Treasury Management products (ACH, lockbox, payments, account management, etc.)
- Proven ability to lead teams and manage cross-functional partnerships
- Experience improving processes, building scalable operations, and driving efficiency
- Strong understanding of regulatory requirements and internal controls in a financial institution
- Ability to influence stakeholders and communicate effectively across all levels of the organization
- A proactive, solutions-oriented mindset with strong attention to detail
Nice To Haves
- AAP, Accredited ACH Professional (preferred)
- CCPP, Certified Card Payment Professional (preferred)
- PCBS, Pacific Coast Banking School Grad (preferred)
Responsibilities
- Lead and oversee HOA Operations, including client services, account management, and implementation support
- Manage operational processes across Treasury Management products (ACH, RDC, lockbox, online banking, fraud services, and API integrations)
- Oversee the HOA Client Services team supporting management companies via phone and email
- Partner closely with implementation teams to ensure successful onboarding and integration of HOA clients
- Ensure accuracy, compliance, and quality control across account setup, callback verification, and reporting processes
- Monitor and enhance operational workflows to improve efficiency, scalability, and risk mitigation
- Maintain and oversee documentation required for HOA relationships (e.g., signature cards, resolutions, agreements)
- Collaborate with cross-functional partners including Treasury Management, Compliance, Risk, Product, and Commercial teams
- Support audits and regulatory reviews by gathering documentation and implementing control improvements
- Develop and implement process enhancements aligned with business growth and risk appetite
- Ensure teams are appropriately staffed, trained, and equipped to support evolving business needs
Benefits
- We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.
- We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays.
- Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.
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What This Job Offers
Job Type
Full-time
Career Level
Director
Education Level
No Education Listed
Number of Employees
501-1,000 employees
