HOA Client Services Specialist (Temporary Position for up to 6 months)

Banc of California
United States
Workplace: OnsiteTemporaryFunction: Customer Support (Service Desk)Experience: 1+ yearsEducation: high_schoolSkills: ["Team-oriented","Collaborative","Independent","Communication","Detail-oriented","Problem-solving"]

Support HOA clients by verifying Customer Information Profile (CIP) and Customer Due Diligence (CDD), reviewing documentation for accuracy, and opening or closing banking accounts. You’ll input new accounts into the bank’s core system, supersede signature cards, and perform account maintenance such as address/name changes and account type updates. Coordinate with HOA account servicing specialists, analysts, and team leadership to maintain consistent process quality.

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FursaFursa
Banc of California
Banc of California
6 days ago

HOA Client Services Specialist (Temporary Position for up to 6 months)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live

Job Summary

Support HOA clients by verifying Customer Information Profile (CIP) and Customer Due Diligence (CDD), reviewing documentation for accuracy, and opening or closing banking accounts. You’ll input new accounts into the bank’s core system, supersede signature cards, and perform account maintenance such as address/name changes and account type updates. Coordinate with HOA account servicing specialists, analysts, and team leadership to maintain consistent process quality.
Location: United States
Workplace: Onsite
Employment Type: Temporary · 6 months
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Verify Customer Information Profile (CIP) and Customer Due Diligence (CDD).
  • •Review documentation for accuracy and quality.
  • •Open checking, money market, and certificate of deposit accounts.
  • •Input new accounts into the bank’s core system and submit complete packages for callback review.
  • •Perform account maintenance and closures (e.g., changes of address/name, account type changes, and account closures).

Key Requirements

  • •Minimum of 1 year of direct experience in HOA Account Servicing.
  • •High school diploma or equivalent required.
  • •Ability to work virtually.
  • •Excellent written and verbal communication skills.
  • •Knowledge of Microsoft Word, Excel, and Outlook.
Experience:1+ yearsHOAAccount servicingBanking
Education:High School
Skills:Team-orientedCollaborativeIndependentCommunicationDetail-orientedProblem-solving
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft Outlook

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