Commercial Banking Team Lead - Orange County, CA

Valley National Bank; Los Angeles (CA); Hybrid; USD 151,000 - 273,000; Full time

Benefits offered by this job

Health care and insurance

Tuition reimbursement

Paid time off

Retirement savings options

Mental health support

Job summary

Valley Bank is seeking a Team Leader – Commercial Loan Officer to oversee loan officers, drive business development, and ensure asset quality across the portfolio. The role requires strong leadership, credit underwriting knowledge, and the ability to train staff and present reports.

Responsibilities include supervising staff, preparing budgets, and achieving team goals, with a focus on profitable operation and client service.

Qualifications

• Strong leadership and supervision of loan staff.
• Experience in credit underwriting and loan documentation.
• Good report writing and client communication skills.

Responsibilities

• Manage and supervise Loan Officers and Administrative Assistants to ensure proper customer service and asset quality.
• Train Junior Loan Officers and assist in departmental reporting.
• Drive business development and set team goals.
• Make calls on accounts and COIs with senior management.

Skills

Leadership

Credit underwriting

Communication

Education

High School Diploma or GED

Bachelor's degree preferred

Ten years of related commercial loans experience preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

#26-885

Job Overview

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.

The Comm Bnkg Relationship Managers main responsibility is business development, credit quality, relationship development and retention and to be a liaison with other business line partners to meet their clients' Banking needs.

Expected Work Hours

40

Job Description

In addition to all the functions of a Commercial Loan Officer, with respect to the assigned portfolio, the Team Leader is expected to:

• Manage and supervise Loan Officers and Administrative Assistants to ensure that their functions are properly performed with respect to customer service, asset quality, loan approvals, and business development.
• Properly train Junior Loan Officers.
• Assist in the preparation of departmental reports such as budgets, strategic plan, etc.
• Develop improved methods of operation that would enhance profitability, efficiency, business development, etc.
• Perform annual performance appraisals for staff.
• Make calls on accounts, prospects and COIs individually or jointly with Loan Officers or Senior Management.
• Set and manage achievement of team goals.
• Driver's license required.

Requirements

Required Skills:

• Knowledge of credit underwriting, basic accounting and loan documentation.
• Strong leadership qualities.
• Proficient PC skills using Microsoft Word, Excel and Outlook.
• High level of interpersonal and social skills needed to interact with customers and/or prospective clients.
• Ability to prioritize, organize and delegate assignments.
• Good mathematical skills.
• Good administrative and credit skills.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions.

Required Experience:

• High School Diploma or GED and a minimum of five years related commercial loans experience.
• Bachelors Degree preferred.
• Ten years of related commercial loans experience preferred.

Full-time/Part-time

Full-time

FLSA

Exempt

Total Rewards Summary

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.

In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.

Pay Range The actual pay rate will depend on the person's qualifications and experience. $150,500.00 - $272,700.00 / year

Pay Transparency

In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.

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Employee Polygraph Protection Act

Right to Work/E-Verify

Family and Medical Leave Act

Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic.

If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at 800-652-6500, option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response.

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