Banc of California

Business Development Rep

• Develop and grow a referral base comprised from professionals in Banks, Private Equity Firms, Investment Banks, other lenders, intermediaries, lawyers, turnaround consultants and other professional groups.
• Cultivate new referral sources in the assigned region(s).
• Responsible for initial relationship contact, face to face meetings and follow-up to develop the relationship and win the deal.
• Create detailed proposals using meeting information, financial and collateral analysis to provide an optimal solution to meet prospects financing needs.
• Travel as necessary to meet referral sources and prospects which may include overnight or weekly stays.
• Work as a team to meet personal and group Annual Sales Goals and Objectives.
• Coordinate with Underwriting, Documentation and Credit teams to establish new account relationships, ensure a smooth transition for prospective clients.
• Maintain existing relationships with funded clients and be available as other opportunities arise.
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions.
• Performs other duties and projects as assigned.

SVP, Business Development Officer – Asset Based Lending (ABL)

Account Executive

• Responsible for business development and obtaining profitable deposit business within the Homeowners Association industry vertical market
• Cultivate relationships, provide superior Bank image in the industry and expand relationships by cross selling appropriate Bank products and services
• Perform detailed sales and account management tracking using approved sales tracking system
• Work with executive leadership to develop appropriate sales responses to RFPs and client proposals
• Prepare pricing proformas and profilers when necessary
• Prepare and obtain executed service agreements and supporting documents for each new client
• Work collaboratively with onboarding team to ensure exceptional customer experience
• Actively participate in any required corporate and business line training
• Partner with relationship team, when appropriate, to cross sell Bank products and services
• Treat people with respect; keep commitments; inspire the trust of others; work ethically and with integrity; uphold organizational values; accept responsibility for own actions.
• Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; promotes working environment free of harassment of any type.
• Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.
• Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions.

VP, Regional Account Executive – HOA

• The Business Development Officer (“BDO”) is responsible for originating and funding SBA 7(a) and SBA 504 loans through self-sourced business development efforts.
• Qualified candidates will bring a strong track record in commercial real estate and cash flow lending, with demonstrated success consistently originating and funding $10 million to $15 million or more annually.
• The BDO is accountable for driving new SBA lending opportunities through the development of strong referral and client relationships and partners cross functionally to deliver well structured transactions that meet borrower needs, align with credit standards, and comply with all applicable regulatory requirements.
• Establishing new referral and client relationships and fostering existing relationships.
• Independently source new loan transactions; this position does not receive internal branch referrals.
• Assisting in the initial pre-screening, qualifying and structuring of loan opportunities.
• Analyze business and personal federal tax returns, including balance sheets and profit and loss statements.
• Maintain regular communication with clients and referral partners regarding transaction status.
• Partner with Underwriting and Closing to determine appropriate transaction structure and lending parameters.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

VP, Business Development Officer – Small Business Lending

• Increase Bank's share of client's total relationship by acquiring deposit business and cross sell appropriate Bank products and services for community association management companies.
• Responsible for lead generation partially derived from local and national trade association activities, including trade shows, luncheons, events and volunteer committee or board positions.
• Perform detailed sales and account management tracking using approved sales tracking system.
• Work with executive leadership to develop appropriate sales responses to RFPs and client proposals.
• Prepare pricing proformas and profilers when necessary.
• Prepare and obtain executed service agreements and supporting documents for each new client.
• Work collaboratively with onboarding team to ensure exceptional customer experience.
• Actively participate in required corporate and business line training.
• Treat people with respect, keep commitments, inspire the trust of others, work ethically and uphold organizational values.

SVP, Business Development Officer – Asset Based Lending (ABL)

VP, Regional Account Executive – HOA

VP, Business Development Officer – Small Business Lending

VP, Regional Account Executive – Southern California