THE OPPORTUNITYThe VP Fund Finance, Client Manager will be a key member of our fast-growing Fund Finance practice responsible for owning aspects of client management, retention, and expansion for our Venture Capital and Private Equity fund borrowers. In this role, the Client Manager will help manage a portfolio of loans and work with our fund managers and their finance staffs to monitor these credits (largely capital call lines). In this role, the client manager will work closely with our originations and customer support teams to optimize the overall client experience and generate new credit and revenue opportunities from these relationships. The Client Manager will also act as a conduit to other parts of the Bank to ensure all of the non-loan related banking products and services are delivered in an efficient manner. 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.
HOW YOU'LL MAKE A DIFFERENCE- Proactively monitor performance and compliance, as well as negotiating and closing any necessary loan amendments.
- Anticipate and lead deal processes for new loans to existing clients, including deal negotiation, underwriting, credit committee presentations/approvals, diligence, and legal document review.
- Cross collaborate effectively and concurrently with key constituents including legal counsel, credit/risk management teams, and operational teams.
- Provide a high quality customer experience through pro-actively anticipating customer needs, building rapport and trust with key client constituents, and through promptly addressing requests.
- Communicate with client and or supervisor to anticipate potential loan issues or questions and formulate creative resolutions.
- Prepare reports and summaries to keep management informed on portfolio performance, as required.
- Provide guidance for and mentoring of junior level team members assisting in the underwriting and compliance processes.
- Prepare and deliver employee performance evaluations, goal planning, and counseling, if required.
- Follow all established policies and procedures.
- Perform other duties and projects as assigned.
WHAT YOU'LL BRINGRequired:
- Proven track record of maintaining commercial relationships.
- Strong negotiation and communication skills with the ability to close deals.
- Proficient in financial statement analysis.
- Proficiency in legal document review and negotiation.
- Ability to thrive working independently but also a team player.
- Extreme attention to detail.
- Strong communication skills.
- Bachelor's degree in Finance, Accounting or related field.
Preferred:
- 3+ years of client relationship or portfolio management experience, ideally in a lending/credit environment.
- Ability to travel 1-2 days per quarter when/if necessary.
- Proficient in Microsoft Office, especially Excel.
- CPA, CFA or MBA.
HOW WE'LL SUPPORT YOU- Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
- Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
- Building & Supporting Your Family: Banc of California partners with providers that offeradoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
- Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
- Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
SALARY RANGEThe base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
