HOA Account Servicing Specialist

Kforce • Santa Ana, CA

47d • Onsite

About The Position

Kforce client is seeking Multiple HOA Account Servicing Specialists. Positions are onsite in Santa Ana, CA. The schedule is Monday - Friday 8 - 5.

Requirements

• High School diploma or equivalent required; Associate degree preferred
• Minimum of 1 year of direct experience in HOA Account Servicing
• Knowledge of working with MSWord, Excel and Outlook
• Is team-orientated, collaborative and can also work independently
• Excellent written and verbal communication skills
• Detail orientated and problem-solving skills
• Teller or deposit operations experience encouraged to apply

Responsibilities

• Verify 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 into the company's core system and submit complete packages for callback review
• Verify 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
• Perform other duties as assigned
• Follows policies and procedures
• Completes tasks correctly and on time
• Supports the company's goals and values

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Administrative and Support Services
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees