HOA Client Services Specialist; TEMP

HOA Client Services Specialist (TEMP up to 6 months)

Job Category
:
Professionals

Requisition Number
: HOACL
004595

Apply now

• Posted :
  November 13, 2025
• Full-Time
• On-site

Showing 1 location

BOC - 3 Mac Arthur
3 Macarthur Pl
Santa Ana, CA 92707, 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 its subsidiary, Deepstack Technologies.

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 Client Service Specialist is a pivotal member of the HOA Services Organization. This representative will play a key role in client satisfaction and client retention by supporting a multi-billion dollar client base consisting of HOA Property Management companies. These Property Management companies are seeking support with payment/depository research, copies of statements and website navigation of our proprietary technology, the HOA Platform.

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. 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.

• Provide phone support to client(s) via inbound calls
• Must exercise independent judgement and discretion on matters of significance to both the client and the bank. This requires the ability to interpret and implement bank policies and procedures, while balancing that with the needs of the client
• Have a strong understanding of HOA Client Service and Bank’s policy & procedures
• Possess strong discernment and be risk adverse, when processing client monetary requests
• Provide website navigation and low-level technical support
• Complete client requests in a timely manner that’s governed by our established service level agreements
• Process monetary transactions for customer accounts
• Process account maintenance/updates & corrections on IBS
• Strong knowledge of the Bank’s services and products for client support
• Provide research assistance and information to customers.
• Resolve customer disputes by using independent judgment and knowledge of bank policies and procedures
• Must possess overwhelming curiosity of understanding the mechanics of HOA business and exploring solutions for our clients
• Relentless follow up and prioritization skill set is required
• Must possess great communication skills verbally and written to communicate research findings to clients on remittance or depository items
• Must be able to handle tight deadlines on requests, specifically fraud intake requests
• 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…