AVP, Client Manager

BANC OF CALIFORNIA AND YOUR CAREER

Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the bank). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services, with full-service branches throughout California and Denver, Colorado, as well as full-stack payment processing solutions through Banc Edge.

The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values - Entrepreneurialism, Operational Excellence, and Superior Analytics - empower us in creating a dynamic and inclusive workplace.

We are committed to supporting your growth and well-being with comprehensive benefits, career development programs, a variety of employee resource groups, and more. TOGETHER WE WIN®

The AVP, Client Manager is expected to independently monitor the performance of assigned borrowers, identify deviations from agreed upon performance and take the appropriate remedial steps. The AVP, Client Manager should strive to build strong working relationships with all clients to ensure open communication and improved understanding of the client s operating performance and needs. Performs all duties in accordance with the Company s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.

• Collaborate with originations team prior to loan closing to prepare for the transfer of the new client loan into Portfolio Management.
• Ensure loans are performing by tracking financial performance of client operations.
• Perform financial statement analysis to monitor trends and new developments that may impact loan performance.
• Monitor payment performance and address and resolve delinquencies in a timely manner. As applicable, monitor compliance with loan covenants.
• Ensure timely and accurate risk rating assessments and inform management of developing problems.
• Communicate with other relevant parties to establish a thorough understanding of an account relationship.
• Adhere to procedures for data entry into Abl Soft and other systems to ensure accuracy of data. Maintain stewardship of credit files to document all material events and actions.
• Respond to requests from clients for additional funding or modifications to existing loans.
• Prepare periodic reports and summaries to keep management informed on portfolio performance, as required.
• Communicate with client and or supervisor to resolve loan issues or questions.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type.
• Follows policies and procedures; completes tasks correctly and on time; supports the company s goals and values.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with OSHA standards and all rules applicable to one s actions and conduct.
• Performs other duties and projects as assigned.

• Preferred: 3-4 years relevant experience or public accounting
• Required:
  
  Bachelor s degree in Finance or Accounting
• Preferred: CPA or MBA
• Strong analytical and communication skills, together with an entrepreneurial work ethic.
• Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements)
• Ability to multi-task in a fast paced environment.
• Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses
• Superior interpersonal, writing and oral communication skills.
• Proficient with PowerPoint, Word and Excel (including financial modeling)
• There will be some on-the-job training; however, the candidate should be a self-starter.
• Championing Customer Needs:
  Provides timely and professional service to both internal and external customers; is responsive to customer needs and requests; is always courteous to the customer and considers the needs of the customer when making decisions.
• Communicating Effectively:
  Shares information. Listens and…