HOA Account Servicing Specialist
Kforce client is seeking Multiple HOA Account Servicing Specialists. Positions are onsite in Santa Ana, CA. The schedule is Monday - Friday 8 - 5. Responsibilities:
- Verify 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 the company's core system and submit complete packages for callback review
- Verify 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
- Perform other duties as assigned
- Follows policies and procedures; Completes tasks correctly and on time; Supports the company's goals and values
- Teller or deposit operations experience encouraged to apply
- High School diploma or equivalent required; Associate degree preferred
- Minimum of 1 year of direct experience in HOA Account Servicing
- Knowledge of working with MSWord, Excel and Outlook
- Is team-orientated, collaborative and can also work independently
- Excellent written and verbal communication skills
- Detail orientated and problem-solving skills
Recommended Jobs
Accounting and Administrative Assistant (Temporary position)
Accounting and Administrative Assistant (Temporary position) Location Fremont, CA (Parkmont area) : Position: Accounting & administrative assistant (Temporary position) Hours: 30-40 hours per week P…
Senior Director Machine Learning Ads Engineering
Job Summary: As the Sr. Director Machine Learning - Ads Modeling you will lead the 120 person modeling and backend ML organization that powers Pinterest Ads performance. Modeling is the heart of A…
Clinical Research Coordinator 2 - Surgical Planning
Stanford University is seeking a Clinical Research Coordinator 2 as part of the new Surgical Planning Clinical service, to provide leadership and oversight of one large or multiple small clinical res…
Life Insurance Agent
Kimbrell Agency Remote Employment Type: Contractor Compensation $50,000 to $100,000 per year (plus commission) If you're reading this and thinking, "Insurance? Really?" I get it. I've thoug…
Robotics Mentor (Part time)
Our FIRST Robotics program provides students with an extraordinary educational experience through experiential and interdisciplinary learning. Our school is community-oriented, and we are looking for…
Director, Employment Law Litigation
Our values start with our people, join a team that values you! Bring your talents to Ross, our leading off-price retail chain with over 2,200 stores, and a strong track record of success and growth…
Registered Nurse (RN)-MST5-Part Time Days-Temecula Valley Hospital
Responsibilities About Temecula Valley Hospital Temecula Valley Hospital (TVH), part of Southwest Healthcare, brings advanced technology, innovative programs, patient-centered and family sensit…
Assistant Route Service Sales Representative (4 Day Workweek)
Requisition Number: 212833 Job Description Cintas is seeking an Assistant Route Service Sales Representative. Responsibilities include providing route service to a set customer base, through t…
Safety Specialist II
Were looking for a strong Safety Specialist to join our Content Operations team - responsible for the enforcement of our content policies under our Community Guidelines and Advertising Guidelines. …