HOA Banking Operations Manager

Umpqua Bank
Phoenix, AZ

: About Us: Umpqua Bank is headquartered in the Pacific Northwest with 6,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities. We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships. About the Role: The HOA Banking Operations Manager is responsible for the customer journey through the implementation of new clients. Leads, motivates, measures, and coordinates the development and activities of a high-performing HOA banking team. Utilizes project management principles and practices to lead and coordinate all aspects of the customer's journey. Manages multiple simultaneous highly complex, large-scale projects with regular executive level updates and reporting. Serves as a primary point-of-contact responsible for the end-to-end client experience and satisfaction. They also build relationships with internal business partners to optimize department efficiencies and maximize employee development and aptitude.
  • Leads collaboration with the project core team to develop and execute the implementation project plan, establishing clear expectations and providing transparency of timelines using project management principles and practices. Manages and coordinates client and internal partner communication and status updates, including senior stakeholders.
  • Responsible for strategic development, execution, and management of large-scale projects. Maximizes available resources while minimizing risk. Ensures high quality results by employing best practices, engaging appropriate expertise, and making administrative decisions.
  • Develops methods of tracking progress and performance. Analyzes results to determine potential issues, risks, and enhancements. Conveys recommendations to appropriate parties through reports or other documentation.
  • Establishes and monitors expectations to achieve company and department goals. Makes appropriate recommendations for changes to policies, procedures, and efficiencies in order to meet objectives. Manages the hiring, performance, training, and evaluation of assigned staff. Maximizes group achievements by providing technical and professional development.
  • Maintain s and design training and development plans for the job families that directly report to the role.
  • Work with senior leadership to create and support a succession plan within National HOA Banking.
  • Drive initiatives in the management team and organizationally that help boost long-term operational excellence that supports the infrastructure as National HOA Banking grows.
  • Contribute to the budget planning process and monitor expenses that impact internal operations and the job families that report to the position.
  • Create, review, and maintain processes and procedures to ensure efficiencies and compliance with standard operating procedures (SOPs).
  • Manage special projects and initiatives identified by senior leadership, including creating timelines that support meeting critical deadlines.
  • Build partnerships within our region that support direct reporting relationships.
  • Promote and support communication within the National HOA Banking teams by sharing best practices, tools, and resources.
  • Support annual industry conventions.
  • Promote community involvement among direct reports.
  • All other duties as assigned.
All employees are responsible for internal controls in the performance of their assigned duties. Internal control responsibilities are established in various policies, procedures, and documents, including the Code of Conduct. About You:
  • Bachelor's degree in finance, operations management, or a related field, or 10 years of industry experience with previous management experience.
  • Homeowners Association Banking experience
  • Strong communication and organizational skills
  • Supervisory experience
Our Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $75,000.00 to $120,000.00 and the the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Our Commitment to Diversity: Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected] To Staffing and Recruiting Agencies: Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Posted 2026-05-31

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