Banc of California

2 weeks ago

VP, Portfolio Relationship Manager, CRE & LIHTC Loans

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Provide financial, credit, and trend analysis for CRE & LIHTC lending, independently evaluating and structuring credit requests and performing risk assessments on existing relationships. Prepare comprehensive credit packages and financial models, monitor covenant compliance and collateral, and conduct annual loan reviews with risk rating updates. Partner with Relationship Managers and Loan Administration for due diligence, document review, and ongoing borrower health monitoring while ensuring compliance with applicable regulations and company policies.

Location: Los Angeles

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Director level

Key Responsibilities

•Independently evaluate and structure lower complexity credit requests across cash flow lending, asset-based lending, term loans, and commercial real estate loans.
•Conduct independent credit analysis and risk assessment, preparing credit packages and presentations for credit administrators.
•Prepare financial models to forecast cash flows and stress-test debt service ability under economic scenarios, including analysis of key financial metrics.
•Monitor assigned credit relationships for covenant compliance, collateral quality/lien position, risk rating updates, and borrower financial health; proactively identify risks or signs of default.
•Ensure compliance with applicable regulations and bank policies/procedures, and manage/support/coach/train employees (including interviewing/hiring and performance evaluations).

Travel: Low travel

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveParental LeaveFlexible Spending

Key Requirements

•Bachelor's degree in accounting, finance, economics or related field and/or related work experience; formal credit training and/or Intermediate/Financial Accounting 1 and 2 preferred.
•Proficiency in financial accounting and a strong understanding of lending, including cash flow and collateral analysis and loan structuring.
•Knowledge of and responsibility for compliance with state and federal regulations including Regulation Z, Regulation B, FHA, HMDA, RESPA, FCRA, BSA/USA PATRIOT Act, AML/CIP, RFPA, and CRA.
•Working knowledge of the bank’s loan policies and standards.
•Advanced math skills and strong computer skills using Microsoft Office (Word, Excel, PowerPoint, Outlook); IBS and Ncino are a plus.

Experience:BankingLendingCommercial real estateAsset-based lending

Education:Bachelor's in accounting, finance, economics or related field

Skills:Organizational skillsTime managementCommunicationAnalytical writingDecision-makingTraining/mentoring

Tech Stack:Microsoft OfficeWordExcelPowerPointOutlookIBSNcino

Company Brief

Banc of California

Provides commercial and business banking services including deposits, lending, treasury management, and specialty financing for small and middle-market businesses, entrepreneurs, and real estate clients through its U.S. banking operations.

Industry: Corporate Banking

Company Size: Enterprise (1,001+ employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Los Angeles, United States

Founded: 1941

Website LinkedIn

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Banc of California

2 weeks ago

VP, Portfolio Relationship Manager, CRE & LIHTC Loans

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 3 hours agoStatus: Live

Job Summary

Location: Los Angeles

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Sr. Director level

Key Responsibilities

•Independently evaluate and structure lower complexity credit requests across cash flow lending, asset-based lending, term loans, and commercial real estate loans.
•Conduct independent credit analysis and risk assessment, preparing credit packages and presentations for credit administrators.
•Prepare financial models to forecast cash flows and stress-test debt service ability under economic scenarios, including analysis of key financial metrics.
•Monitor assigned credit relationships for covenant compliance, collateral quality/lien position, risk rating updates, and borrower financial health; proactively identify risks or signs of default.
•Ensure compliance with applicable regulations and bank policies/procedures, and manage/support/coach/train employees (including interviewing/hiring and performance evaluations).

Travel: Low travel

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveParental LeaveFlexible Spending

Key Requirements

•Bachelor's degree in accounting, finance, economics or related field and/or related work experience; formal credit training and/or Intermediate/Financial Accounting 1 and 2 preferred.
•Proficiency in financial accounting and a strong understanding of lending, including cash flow and collateral analysis and loan structuring.
•Knowledge of and responsibility for compliance with state and federal regulations including Regulation Z, Regulation B, FHA, HMDA, RESPA, FCRA, BSA/USA PATRIOT Act, AML/CIP, RFPA, and CRA.
•Working knowledge of the bank’s loan policies and standards.
•Advanced math skills and strong computer skills using Microsoft Office (Word, Excel, PowerPoint, Outlook); IBS and Ncino are a plus.

Experience:BankingLendingCommercial real estateAsset-based lending

Education:Bachelor's in accounting, finance, economics or related field

Skills:Organizational skillsTime managementCommunicationAnalytical writingDecision-makingTraining/mentoring

Tech Stack:Microsoft OfficeWordExcelPowerPointOutlookIBSNcino

Company Brief

Banc of California

Industry: Corporate Banking

Company Size: Enterprise (1,001+ employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Los Angeles, United States

Founded: 1941

Website LinkedIn