Senior Portfolio Credit & Relationship Leader

Banc of California; San Luis Obispo (CA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) plan with company match

Comprehensive insurance options

Career growth opportunities

Job summary

Banc of California is hiring for a role focused on financial and credit analysis for middle-market clients. You will evaluate and structure credit requests, conduct risk assessments, and ensure compliance with regulations.

The ideal candidate has a relevant degree and strong communication skills. Responsibilities include preparing credit packages and supporting loan administration. Benefits include a robust 401(k) plan and comprehensive insurance options.

Qualifications

• Bachelor's degree in accounting, finance, economics, or a related field.
• Proficiency in financial accounting and loan structuring.
• Exceptional oral, written, and interpersonal communication skills.

Responsibilities

• Evaluate and structure lower-complexity credit requests.
• Perform independent credit analysis and risk assessment.
• Prepare comprehensive credit packages for review.

Skills

Financial accounting

Lending understanding

Communication skills

Organizational skills

Decision-making

Education

Bachelor’s degree in relevant field

High School diploma or equivalent

Tools

Microsoft Office Suite

IBS

Ncino

Job description

Banc of California is hiring for a role focused on financial and credit analysis for middle-market clients. You will evaluate and structure credit requests, conduct risk assessments, and ensure compliance with regulations.

The ideal candidate has a relevant degree and strong communication skills. Responsibilities include preparing credit packages and supporting loan administration. Benefits include a robust 401(k) plan and comprehensive insurance options.