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Client Manager, Fund Finance

Pacific Western Bank
Glendale, Colorado, United States
Closing date
Jun 24, 2024

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Job Role
Contract Type
Full Time
Banc of California, Inc. (NYSE: BANC) is a bank holding company headquartered in Los Angeles with one wholly-owned banking subsidiary, Banc of California (the "bank"). Banc of California is one of the nation's premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California offers a broad range of loan and deposit products and services through more than 70 full-service branches throughout California and in Denver, Colorado, and Durham, North Carolina, as well as full-stack payment processing solutions through its subsidiary, Deepstack Technologies. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.


The Client Manager is expected to independently monitor the performance of assigned borrowers, identify financial trends, provide financial statement analysis, and ensure the portfolio remains compliant and current. The Client Manager should strive to build strong working relationships with all clients to ensure open communication and improved understanding of the client current and projected needs.

  • Collaborate with originations team prior to loan closing to prepare for the transfer of the new client loan account to the Client Manager
  • Ensure loans are performing by tracking performance of client operations. Perform financial statement analysis to monitor trends and new developments that may impact loan performance. Monitor payment performance and address and resolve delinquencies in a timely manner. As applicable, monitor compliance with loan covenants.
  • Ensure timely and accurate risk rating assessments and inform management of developing problems.
  • Communicate with other relevant parties to establish a thorough understanding of an account relationship.
  • Adhere to procedures for data entry into AblSoft and other systems to ensure accuracy of data. Maintain stewardship of credit files to document all material events and actions.
  • Respond to requests from clients for additional funding or modifications to existing loans.
  • Prepare periodic reports and summaries to keep management informed on portfolio performance, as required.
  • Develop relationships with the client that will enable a high functioning relationship for both parties. Strive to ensure all client needs are met in a timely manner and deliver the highest level client experience.
  • Communicate with client and or supervisor to resolve loan issues or questions.
  • Begin to develop knowledge of and build relationships with key constituents in regional market including venture capital and private equity firms, law firms, accounting firms, and related.
  • Attend in-market client and prospect events as needed to expand network and promote Banc of California brand.
  • Perform other duties as assigned.

Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), denial of Family and Medical Care Leave, disability (mental and physical) including HIV and AIDS, marital status, medical condition (cancer and genetic characteristics), genetic information, military and veteran status, national origin (including language use restrictions), race, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and sexual orientation. If you require reasonable accommodation as part of the application process please contact Talent Acquisition Partner.

  • Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA)
  • Strong analytical and communication skills required, together with an entrepreneurial work ethic
  • Ability to analyze financial statements (profit and loss, balance sheet, and cash flow statements)
  • Ability to multi-task in a fast paced environment
  • Strong analytical skills and resourcefulness necessary to complete in-depth industry and market analyses
  • Superior interpersonal, writing, and oral communication skills
  • Proficient with PowerPoint, Word and Excel
  • There will be some on-the-job training; however, the candidate should be a "self-starter"
  • Championing Customer Needs: Provides timely and professional service to both internal and external customers; is responsive to customer needs and requests; is always courteous to the customer and considers the needs of the customer when making decisions
  • Communicating Effectively: Shares information. Listens and involves others. Clearly conveys ideas in a manner that engages others and helps them understand and retain the message
  • Delivering High Quality Work: Makes sure responsibilities central to the role meet all requirements and expectations. Finishes tasks promptly and critically reviews work to ensure quality and accuracy. Considers impact of work to others and takes steps to mitigate. Seeks additional work after finishing tasks
  • Demonstrating Initiative: Takes action on his/her own without being prompted; handles problems independently when appropriate; able to resolve issues without relying on extensive help from others; does more than is expected or asked
  • Supporting Change: Supports change and innovation. Is comfortable with a changing environment and is adaptive to such an environment
  • 2-3 years related experience or public accounting preferred
  • Bachelor's degree in Finance or Accounting required
  • CPA or MBA preferred

SALARY RANGE: $71,705.92 - $89,643.84 USD; Exact compensation may vary based on skills, experience, and location.

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