VP, Portfolio Relationship Manager, C & I

Banc of California
Los Angeles
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 8+ yearsEducation: bachelorsSkills: ["Organizational skills","Time management","Communication","Risk judgment","Independence"]

Manage and grow a portfolio of primarily lower-complexity business clients by underwriting, servicing, and strengthening deposit, loan, and treasury management relationships. Serve as the primary banking contact, develop relationship plans and calling schedules, and handle loan portfolio reviews, renewals, modifications, risk rating certifications, and covenant compliance. Use credit and risk judgment to recommend approvals, monitor portfolio quality, and coordinate with internal specialists to structure solutions.

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FursaFursa
Banc of California
Banc of California
1 month ago

VP, Portfolio Relationship Manager, C & I

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Manage and grow a portfolio of primarily lower-complexity business clients by underwriting, servicing, and strengthening deposit, loan, and treasury management relationships. Serve as the primary banking contact, develop relationship plans and calling schedules, and handle loan portfolio reviews, renewals, modifications, risk rating certifications, and covenant compliance. Use credit and risk judgment to recommend approvals, monitor portfolio quality, and coordinate with internal specialists to structure solutions.
Location: Los Angeles
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Manage a portfolio of business clients by creating relationship plans and calling schedules.
  • •Complete loan portfolio management including reviews, renewals, modifications, risk rating certifications, and covenant compliance.
  • •Call on clients to discuss and promote bank products and services and build strong banking relationships.
  • •Exercise credit and risk judgment in reviewing transactions, recommending approvals that meet credit standards.
  • •Monitor portfolio quality and adherence to policy, resolve issues with internal departments, and manage system updates.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveParental LeaveLearning Budget

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •Minimum of 8 years of experience in commercial lending and related portfolio products.
  • •Previous relationship management experience.
  • •Knowledge of compliance with applicable state and federal regulations, including Regulation Z, Regulation B, FHA, HMDA, RESPA, FCRA, BSA/USA PATRIOT Act, AML, CIP, RFPA, and CRA.
  • •Advanced computer and terminal skills and strong organizational/time management abilities.
Experience:8+ yearsCommercial lendingPortfolio management
Education:Bachelor's
Skills:Organizational skillsTime managementCommunicationRisk judgmentIndependence
Tech Stack:MainframeWord processingSpreadsheets

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
WebsiteLinkedIn