HOA Account Servicing Specialist

Banc of California
United States
Workplace: OnsiteFull timeFunction: Solutions Engineering & Sales EngineeringExperience: 1+ yearsEducation: high_schoolSkills: ["Communication","Detail-oriented","Problem-solving","Collaboration","Independent work"]

Support HOA clients by verifying Customer Information Profile (CIP) and Customer Due Diligence (CDD), reviewing documentation for accuracy, and opening checking, money market, and CD accounts. Input new accounts into the core system, supersede signature cards, and perform account closures and maintenance such as address/name/account type changes. Ensure servicing accuracy and compliance, and partner with internal teams when client support requires escalation.

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FursaFursa
Banc of California
Banc of California
3 days ago

HOA Account Servicing Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Support HOA clients by verifying Customer Information Profile (CIP) and Customer Due Diligence (CDD), reviewing documentation for accuracy, and opening checking, money market, and CD accounts. Input new accounts into the core system, supersede signature cards, and perform account closures and maintenance such as address/name/account type changes. Ensure servicing accuracy and compliance, and partner with internal teams when client support requires escalation.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •Verify CIP and CDD and ensure compliance with company policies and regulations.
  • •Review documentation for accuracy and quality.
  • •Open new accounts (checking, money market, certificates of deposit) and input them into the bank’s core system for callback review.
  • •Supersede signature cards and perform account closures and servicing.
  • •Perform account maintenance (e.g., change of address, name changes, account type changes) and review others’ servicing for accuracy and compliance.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveLearning BudgetHsaFsaPaid Parental

Key Requirements

  • •Minimum 1 year of direct experience in HOA Account Servicing.
  • •Ability to work virtually.
  • •Excellent written and verbal communication skills.
  • •Detail-oriented with strong problem-solving skills.
  • •Knowledge of Microsoft Word, Excel, and Outlook; high school diploma or equivalent required, associate’s degree or higher preferred.
Experience:1+ yearsHOA account servicing
Education:High School
Skills:CommunicationDetail-orientedProblem-solvingCollaborationIndependent work
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft OutlookCore systemSmartStreet

Company Brief

Banc of California
Provides commercial and business banking services including deposits, lending, treasury management, and specialty financing for small and middle-market businesses, entrepreneurs, and real estate clients through its U.S. banking operations.
Industry: Corporate Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Los Angeles, United States
Founded: 1941
WebsiteLinkedIn