HOA Account Servicing Specialist

Kforce is seeking multiple HOA Account Servicing Specialists for an onsite contract position in Santa Ana, CA. Responsibilities include verifying customer information, reviewing documentation, opening various account types, inputting new accounts, verifying signature cards, performing account closures, and communicating with internal teams and business partners. The role requires a minimum of 1 year of direct HOA Account Servicing experience, proficiency in MS Office, and strong communication and problem-solving skills.

Must Have

• 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
• Perform Account Closures
• Minimum of 1 year of direct experience in HOA Account Servicing
• Knowledge of working with MSWord, Excel and Outlook
• Excellent written and verbal communication skills
• Detail-oriented and problem-solving skills

Good to Have

• Teller or deposit operations experience
• Associate degree
• Team-oriented, collaborative, and ability to work independently

Perks & Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• HSA
• FSA
• 401(k)
• Life insurance
• Disability insurance
• ADD insurance
• Paid time off (for salaried personnel)

Description

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

Requirements

• 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

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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