Banc of California

2 weeks ago

AVP, Portfolio Relationship Manager, C & I

✓ 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 to support delivery of credit products and services for middle-market business clients. Monitor credit relationships for covenant compliance, collateral, and credit deterioration; conduct annual loan reviews and assess risk rating changes. Independently evaluate and structure credit requests (including asset-based lending, term loans, and commercial real estate), prepare credit approval reporting, and partner with Relationship Managers and Loan Administration to gather due diligence and draft loan documents, ensuring regulatory and policy compliance.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Independently evaluate and structure lower-complexity credit requests, including asset-based lending, term loans, and commercial real estate loans.
•Perform independent credit analysis and risk assessment for new and existing credit requests using financial statements and third-party reports (e.g., property appraisals).
•Prepare Credit Approval Reports (CAR) and recommend credit actions to Credit Administration.
•Monitor assigned credit relationships for covenant compliance, collateral, and credit deterioration; complete annual loan reviews and track risk rating changes.
•Collaborate with Relationship Manager and Loan Administration on loan documentation, due diligence, and ongoing risk rating and monitoring activities, while ensuring compliance with regulations and bank training requirements.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionHsaFsaParental LeavePaid Leave

Key Requirements

•Bachelor’s degree in accounting, finance, economics or related field and/or 3 years of related work experience.
•Intermediate/Financial Accounting 1 and 2 knowledge.
•Strong understanding of lending, including cash flow and collateral analysis and loan structuring.
•Knowledge of and responsibility for compliance with state and federal regulations (e.g., Regulation Z, Regulation B, FHA, HMDA, RESPA, FCRA, BSA/USA PATRIOT Act, AML/CIP, RFPA, CRA).
•Working knowledge of the bank’s loan policies and standards; strong proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Experience:3+ years

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

Skills:Organizational skillsTime managementCommunicationAnalytical writingIndependent decision-making

Tech Stack:Microsoft OfficeWordExcelPowerPointOutlook

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

AVP, Portfolio Relationship Manager, C & I

✓ 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: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Independently evaluate and structure lower-complexity credit requests, including asset-based lending, term loans, and commercial real estate loans.
•Perform independent credit analysis and risk assessment for new and existing credit requests using financial statements and third-party reports (e.g., property appraisals).
•Prepare Credit Approval Reports (CAR) and recommend credit actions to Credit Administration.
•Monitor assigned credit relationships for covenant compliance, collateral, and credit deterioration; complete annual loan reviews and track risk rating changes.
•Collaborate with Relationship Manager and Loan Administration on loan documentation, due diligence, and ongoing risk rating and monitoring activities, while ensuring compliance with regulations and bank training requirements.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionHsaFsaParental LeavePaid Leave

Key Requirements

•Bachelor’s degree in accounting, finance, economics or related field and/or 3 years of related work experience.
•Intermediate/Financial Accounting 1 and 2 knowledge.
•Strong understanding of lending, including cash flow and collateral analysis and loan structuring.
•Knowledge of and responsibility for compliance with state and federal regulations (e.g., Regulation Z, Regulation B, FHA, HMDA, RESPA, FCRA, BSA/USA PATRIOT Act, AML/CIP, RFPA, CRA).
•Working knowledge of the bank’s loan policies and standards; strong proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook).

Experience:3+ years

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

Skills:Organizational skillsTime managementCommunicationAnalytical writingIndependent decision-making

Tech Stack:Microsoft OfficeWordExcelPowerPointOutlook

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