VP, Portfolio Relationship Manager, CRE

Banc of California
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Analytical writing","Organizational skills","Time management","Communication","Presentation delivery"]

Provide financial, credit, and trend analysis to support the bank’s CRE credit products for middle market business clients. Serve as primary credit contact, monitor covenant and collateral compliance, review loan performance for risk rating changes, and prepare quarterly portfolio assessments. Independently structure and evaluate credit requests, review documentation and statements, and recommend credit decisions to Credit Administration while guiding and developing team members.

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FursaFursa
Banc of California
Banc of California
2 months ago

VP, Portfolio Relationship Manager, CRE

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Source: Company careers pageValidated by: Fursa AI
Last checked: 44 minutes agoStatus: Live

Job Summary

Provide financial, credit, and trend analysis to support the bank’s CRE credit products for middle market business clients. Serve as primary credit contact, monitor covenant and collateral compliance, review loan performance for risk rating changes, and prepare quarterly portfolio assessments. Independently structure and evaluate credit requests, review documentation and statements, and recommend credit decisions to Credit Administration while guiding and developing team members.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Sr. Director level

Key Responsibilities

  • •Serve as primary credit point of contact for borrowers and maintain ongoing relationship engagement.
  • •Review and interpret loan agreements, guarantees, and other credit documentation.
  • •Monitor covenant compliance, collateral, and credit deterioration; identify risk rating changes.
  • •Prepare credit memoranda for borrower requests (amendments, waivers, and term extensions) and recommend actions.
  • •Provide guidance and oversight through employee performance evaluations, goal setting, and ongoing feedback.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionHsaFsaPaid Parental

Key Requirements

  • •Bachelor’s degree in accounting, finance, economics, or related field, and/or 5+ years of relevant lending or portfolio management experience.
  • •Strong working knowledge of real estate lending, with preference for construction and bridge experience.
  • •Solid understanding of commercial lending fundamentals, including cash flow analysis, financial analysis, and loan structuring.
  • •Strong knowledge of bank credit policies, portfolio management practices, and risk management standards.
  • •Ability to interpret complex loan documentation and collateral perfection requirements.
Experience:5+ yearsReal estate lendingCommercial lendingPortfolio managementCredit analysis
Education:Bachelor's
Skills:Analytical writingOrganizational skillsTime managementCommunicationPresentation delivery
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
WebsiteLinkedIn