Banc of California

3 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 commercial lending products for middle-market business clients and prospects. Independently evaluate and structure credit requests, perform credit analysis and risk assessments, and monitor covenant compliance, collateral, and credit deterioration. Conduct annual loan reviews, recommend credit actions through the Credit Approval Report, help draft loan documents, and ensure ongoing compliance with applicable banking regulations and policies.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Provide financial, credit, and trend analysis for credit products and services for middle-market and other business clients and prospects.
•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, including analysis of financial statements and third-party reports such as property appraisals.
•Monitor assigned credit relationships for covenant compliance, collateral monitoring, and credit deterioration; identify and track risk rating changes.
•Recommend credit actions by preparing the Credit Approval Report and work with the Loan Administration team to gather due diligence information needed for underwriting and monitoring.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveLearning Budget

Key Requirements

•Bachelor's degree in accounting, finance, economics, or related field and/or 3 years of related work experience, with formal credit training preferred.
•Intermediate/Financial Accounting 1 and 2 knowledge.
•Understanding of lending, including cash flow and collateral analysis and loan structuring.
•Knowledge of 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 strong skills using Microsoft Office (Word, Excel, PowerPoint, Outlook) plus terminal/computer operation.

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

Skills:Effective organizationalTime managementExceptional communicationAnalytical writingDecision-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

3 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

Key Responsibilities

•Provide financial, credit, and trend analysis for credit products and services for middle-market and other business clients and prospects.
•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, including analysis of financial statements and third-party reports such as property appraisals.
•Monitor assigned credit relationships for covenant compliance, collateral monitoring, and credit deterioration; identify and track risk rating changes.
•Recommend credit actions by preparing the Credit Approval Report and work with the Loan Administration team to gather due diligence information needed for underwriting and monitoring.

Pay and Benefits

Perks:401kHealth InsuranceDentalVisionPaid LeaveLearning Budget

Key Requirements

•Bachelor's degree in accounting, finance, economics, or related field and/or 3 years of related work experience, with formal credit training preferred.
•Intermediate/Financial Accounting 1 and 2 knowledge.
•Understanding of lending, including cash flow and collateral analysis and loan structuring.
•Knowledge of 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 strong skills using Microsoft Office (Word, Excel, PowerPoint, Outlook) plus terminal/computer operation.

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

Skills:Effective organizationalTime managementExceptional communicationAnalytical writingDecision-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