HOA Account Servicing Specialist
Banc of California•Brea, CA
•$44,500 - $67,000•Remote
About The Position
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.
Requirements
- Minimum of 1 year of direct experience in HOA Account Servicing
- Associate’s degree or higher
- Ability to work virtually
- Is team-orientated, collaborative and can also work independently
- Excellent written and verbal communication skills
- Detail Orientated and problem solving skills
- Knowledge working with MSWord, Excel and Outlook
- High School diploma or equivalent required
Responsibilities
- Play a key role in verifying Customer Information Profile (CIP)/Customer Due Diligence (CDD).
- Review all documentation for accuracy and quality.
- Open Checking, Money Market, and Certificate of Deposit accounts.
- Input new accounts in 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 Team Lead to ensure consistency/quality of processes.
- Collaborate with business partners including Relationship Managers and Regional Account Executives regarding their assigned clients if RM intervention is required.
- Perform various types of maintenance including but not limited to, Change of Address, Name Changes, account type changes, and all other Customer and account level changes.
- Follow all established policies and procedures.
- Perform other duties and projects as assigned.
Benefits
- 401k plan which includes a company match and immediate vesting
- comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability
- pre-tax Health Savings Account with employer contributions
- pre-tax Flexible Spending Account (FSA)
- adoption, surrogacy, and fertility assistance
- paid parental leave and family support solutions including care options for your family
- paid vacation days, holidays, and volunteer time off
- tuition reimbursement
- an annual mentorship program
- leadership development resources
- access to LinkedIn Learning
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
