VP, Client Manager / Portfolio Manager - Life Sciences

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.

Requirements

• 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.
• 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.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Benefits

• 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)
• Paid vacation days, holidays, and volunteer time off
• 401k plan with 100% match of the first 4% of contributions
• Tuition reimbursement
• Annual mentorship program
• Leadership development resources
• Access to LinkedIn Learning