HOA Operations Specialist
HOA Operations Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Act as the internal day to day contact for HOA Sales and HOA Banker teams
- Ensure delivery of exceptional client service via telephone or via email by taking ownership of each client inquiry question or concern to resolution.
- Make appropriate decisions on behalf of the customer quickly and effectively as applicable.
- Provide information and knowledgeable assistance efficiently and professionally.
- Ability to effectively prioritize work to ensure efficiency.
- Follows up and follows through on all pending client inquiries on daily basis while tracking all activities as designated in department procedures.
- Provide technical assistance support and troubleshooting for HOA and Property Management clients including but not limited to Business Online Remote Deposit Capture Lockbox General Account Inquiries Debit Card Inquiries and password resets for various systems.
- Coordinates with HOA Concierge Banker / HOA Ops Manager related to Bank vendors as applicable to resolve client inquiries.
- Coordinate with other banking teams to escalate security issues to stop fraud activity.
- Supports the HOA Sales Officer / HOA Concierge Bankers in their efforts to meet complex client needs.
- Maintains documentation files.
- Performs duties associated with the opening all types of new accounts and maintenance of existing accounts including check orders address changes and updated or superseded signature cards.
- Assist Manager and Team Leads with projects activities and tasks
- Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers and management.
- Demonstrates high level of quality work attendance and appearance.
- Adheres to all Company Policies & Procedures and Safety Regulations.
- Adheres to local state and federal laws.
- Understands and complies with all company rules and regulations.
- Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to your position and job responsibilities with an emphasis on the BSA/AML/CIP OFAC Regulation E Regulation CC Information Security Bank Protection Act FACTAIdentity Theft Information Technology and GLBA.
- Additional duties as assigned as it relates to the position.
- Three 3 years of banking experience including account opening and customer service/support experience required.
- Experience supporting Treasury Management and/or HOA/Property Management preferred.
- Experience in researching and resolving basic to complex problems.
- Strong verbal and written communications ability
- Operate 10key calculator by touch
- Understanding of Windowsbased personal computers
- Understanding of Word and Excel
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
Required Experience:
Unclear Seniority
Employment Type
Full Time
