VP, Client Manager

4 days ago

Boston, Massachusetts, United States Banc of California Full time
Job Summary

The VP, Client Manager is responsible for owning all aspects of client retention for an assigned group of borrowers, generating value for Banc of California by leveraging the Bank's services and products to deepen relationships through expertise in financing options and service offerings, and delivering an outstanding client experience.

Key Responsibilities:

• Take ownership of all aspects of the borrower relationship within the assigned portfolio.
• Retain quality clients through expertise in financing options and service offerings, coordinating with all Banc of California support groups to deliver an outstanding client experience.
• Exit or remediate underperforming borrowers with minimal losses.
• Lead the Portfolio Management collaboration effort with the Origination team prior to loan closing to prepare for the seamless transfer of the new client into Portfolio Management.
• Proactively track performance of client operations, interfacing with venture capital sponsors consistently to monitor intent and capacity for any needed ongoing funding.
• Ensure all credits in the assigned portfolio are accurately graded according to the Bank's risk rating procedures.
• Take ownership of independent collateral verification and protection, and borrower due diligence, on an ongoing basis.
• Perform ongoing financial analysis to monitor trends and new developments that may impact loan performance, and to identify opportunities to enhance value to Banc of California and the client by providing additional or expanded beneficial products or services.
• Lead the underwriting, approval, negotiating, and closing processes for additional funding requests or modifications to existing loans.
• Prepare reports and summaries to keep management informed on portfolio performance, as required.
• Communicate with client and or supervisor to anticipate potential loan issues or questions and formulate creative resolutions.
• Provide guidance for and mentoring of junior level team members.
• Involved with interviewing and hiring decisions.
• Prepare and deliver employee performance evaluations, goal planning, and counseling.
• Manage, support, coach and train staff.
• Perform other duties as assigned.

Requirements:

• Minimum of 5 years lending/credit experience.
• Bachelors degree in Finance or Accounting.
• Proficient with Word and Excel.
• Entrepreneurial work ethic.
• Strong analytical skills.
• Review and be knowledgeable of departmental and human resources policies and procedures.
• CPA or MBA.

Work Environment:

This role requires sitting or standing in front of a computer monitor for prolonged periods of time in a fixed neck position. Constant use of a computer or other office equipment resulting in repeating motions of the hands and wrists. Light work that may include moving objects up to 20 pounds. Travel for client visits and other meetings up to 25% of time (approximately 1-5 days per month).

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