HOA Onboarding Specialist
HOA Onboarding Specialist
Posted on :
11-04-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
11-04-2025
Job Description
SUMMARY
As a member of the Sunwest Bank HOA Operations Team the HOA Onboarding Specialist will be responsible for onboarding new property management companies and homeowner association (HOA) relationships and new accounts for the HOA and Property Management vertical within Sunwest Banks Commercial Banking division. Responsibilities will include supporting assigned Relationship Managers through new account onboarding and collection of supporting customer due diligence and review. You will be responsible for ensuring individual output is at required levels and prioritize assigned workflows to ensure Service Level Agreements are met. Apply Property Management and HOA industry knowledge as well as experience in risk management and controls. Support systems and functions and maintain procedures to identify and resolve quality issues.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Support HOA Relationship Managers serving as the primary contact for onboarding new HOA and Property Management clients.
- Process complex client requests recommend products based on banking needs coordinate with various teams to implement Sunwest Bank solutions and exceed client expectations.
- Prepare documents conduct due diligence and seek approval of new customer relationships and new accounts for onboarding.
- Ensure relationships are onboarded and accounts are opened within agreed upon time frames while adhering to policies procedures and regulatory requirements.
- Coordinate with HOA Operations team providing all required information to open accounts including deposit debit card and CDARS/ICS deposit placement accounts and create and test client and approvals for online banking and associated services including scheduling training for the client on solutions (Online Banking ACH Remote Deposit Positive Pay).
- Ensure client has training/resources to assist in adherence to NACHA guidelines as an ACH Originating Company (if applicable).
- Coordinate with Lockbox Team (if applicable) providing all required information and testing documents to successfully enable lockbox services.
- Coordinate with Central Operations on special payment processing requirements.
- Coordinate with Application Support Team on determined client pricing.
- Coordinate with Bank Vendors when needed to provide solutions to client.
- Assist with ongoing daytoday client support during onboarding period.
- Offer A service for hightouch clients.
ADDITIONAL RESPONSIBILITIES
- 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 Consumer Privacy Regulation CC Information Security Bank Protection Act FACTIdentity Theft Information Technology and GLBA.
- Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities.
MINIMUM QUALIFICATIONS
- Five 5 years of banking experience in a client facing role.
- 3 years HOA/Property Management experience preferred.
- Experience in researching and resolving basic to complex problems.
- Ability to interview customers and understand requests
- Strong organizational skills detailoriented with high degree of accuracy
- Strong critical thinking skills
COMPETENCIES:
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
PHYSICAL DEMANDS: In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job.
- Standing walking and squatting less than fifty percent of the work shift
- Required to lift move and carry up to 40 pounds
- Ability to read count and write to accurately complete all documentation and reports
- Must be able to see hear and speak in order to communicate with employees and other customers
- Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus
- Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
(Check the box that applies by double clicking on the box.
WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job within the environment.
- The work space is clean orderly properly lighted and ventilated with the proper safety compliance
- Noise levels are considered moderate
Required Experience:
Unclear Seniority
Employment Type
Full Time
Key Skills
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