Home Association Team Leader

Overview

The Homeowners Association Team Leader is responsible for initiating new business and growing existing relationships with community managers and property management businesses. The roles main responsibility is to generate new business for loan and deposit products offered to the HOA market. It also includes managing and cross-selling an existing client portfolio comprised of deposit and/or loan clients. This individual will be the primary representative of the bank within the region and key advisor for new and existing clients regarding bank products and services. This individual should possess the ability to initiate and manage relationships with the appropriate decision makers within the clients or prospects organization.

 

Principal Duties & Responsibilities:

• Works to meet or exceed overall goals, as well as individual goals for new business, profitability and credit quality.
• Drive new business development within the Florida Market.
• Responsible for a regular calling program within the targeted region to include calls, email, trade events and in person meetings to drive awareness of bank products within market.
• Coordinates with various divisions and departments (Deposit Operations, Underwriting, Credit, Servicing, and Treasury Management) in the servicing of routine transactions and in solving client issues and onboarding new clients.
• Maintains up-to-date knowledge of competitors’ products and pricing in the market served.
• Maintains up-to-date knowledge of banks credit policies.
• Works with Portfolio Management in obtaining financial reporting requirements.
• Manages the loan advances tied to the non revolving condominium loans.
• Reviews construction budgets and determines the availability in which the clients can access for loan funding.
• Will be asked to attend trade shows throughout the state and networking events related to association banking.

Qualifications

• Previous experience within HOA management industry
• Previous relationship management or sales experience
• Proficient with Microsoft Office Suite applications including Word and Excel.
• Proven success in building business relationship.
• Well versed in Treasury Management products such as: Lockbox, ACH Origination, Office Deposit etc.
• Ability to attend board meeting when requested by the client.

Education

• Bachelor's Degree in Business, Finance or Equivalent.

Special Instructions to Candidates

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at employment@citynational.com.