HOA Account Servicing Specialist

Brea, CA - Admin
130 S. State College Blvd
Brea, CA 92821, USA

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly‑owned banking subsidiary, Banc of California (the “Bank”). Banc of California is one of the nation’s premier relationship‑based business banks focused on providing banking and treasury management services to small, middle‑market, and venture‑backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full‑service branches throughout California and Denver, Colorado, as well as full‑stack payment processing solutions through Banc Edge.

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace.

We are committed to supporting your growth and well‑being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®

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.

• 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 into 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.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
• Performs other duties and projects as assigned.

• Required:
  
  Minimum of 1 year of direct experience in HOA Account Servicing
• Required:
  
  High School diploma or G.E.D.
• Preferred:
  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

• Financial Security: You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your…