Banc of California · 6 days ago
HOA Account Servicing Specialist
Brea, California, United States
Full-time
Onsite
Entry Level
$21.39/hr - $32.21/hr
1+ years expBanc of California is a bank holding company focused on providing banking and treasury management services to businesses. The HOA Account Servicing Specialist supports clients with new accounts and account servicing, ensuring compliance with company policies and regulations.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
Minimum of 1 year of direct experience in HOA Account Servicing
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
Benefits
You will be eligible to participate in a 401k plan in which the Bank will match 100% of the first 4% of your contributions, which is immediately vested.
We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
Eligible team members receive paid vacation days, holidays, and volunteer time off.
To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
Company
Banc of California
Banc of California provides a full-service banking and home lending to individuals and their businesses and families.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$20MKey Investors
Patriot Financial Partners
2013-12-05Post Ipo Equity· $20M
2002-08-23IPO
Leadership Team
Ken McMullen
Treasurer
Recent News
2026-01-22
Benzinga.com
2026-01-07
2025-12-08
Company data provided by crunchbase