Overview

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.

JOB SUMMARY:

The Director, Training and Support for the Small Business Lending Group (SBL) at Banc of California will be involved in day-to-day support of the Small Business Lending Team. In addition to training new employees (both sales and operations) in SBL software, systems and processes, the role will support the sales manager in assuring quality loan submissions from the sales team and assisting in all aspects of deal flow and process management. In many aspects of this position, this role serves as an extension of the National Sales Manager in facilitating productive and effective interaction with the sales force, underwriting, and closing teams. This will include helping BDO’s in structuring and vetting loan submissions for eligibility and completeness, as well as managing minimum critical requirements of loan submissions. Reporting to the Managing Director, Small Business Lending, this Vice President-level role will partner with key business stakeholders to design, develop and deploy high-impact learning solutions, process and procedures that drive revenue across the entire sales life cycle, from prospecting to closing and handoff to servicing.

Responsibilities

• Take the lead to onboard and train new team members in SBL Systems – both sales and operations personnel

• Testing new employee laptops at hire and ensuring accurate set-up during on-boarding

• Intensive support for new BDO’s during first hundred days – smoothing the handoff from the field to underwriting

• Help new team members understand SBL systems and process and the rationale for SBL approach to systems

• Help structure deals and educate new hires in utilizing software and the SBL CEM

• Gatekeeper to review all deals prior to release into underwriting for compliance with minimum criticals.

• Support the sales manager in motivating and directing the sales team

• Manage Lender AI tickets related to the sales team

• Pull SBA pre-score for all loan 500k or less for sales

• Work with Underwriting Manager as needed

• Manage and update various process guides as needed for sales and operations training and support

• Assist sales team with spreads review and structuring deals to score on CEM and meet SOP as needed – pre-screen deals for quality and applicability

• Copy borrower data on deals as needed in Lender AI system for repeat customers

• Assist sales manager with sales related reporting

• Maintain sales related items in BDO Toolbox

• Assist with occasional special projects and 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.

Qualifications

• 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)

• Provides a clear picture of the organization’s vision, strategy and team responsibilities

• Develops strategies that capitalize on the organization’s distinct capabilities and emerging trends

• Focuses on long-term opportunities and challenges, even while handling day-to-day issues

• Excellent attention to detail and accuracy

• Superior interpersonal verbal and written communication skills

• Ability to handle multiple priorities and projects simultaneously

• Creative and strategic thinker capable of analyzing information/processes to determine overall trends and make appropriate conclusions

• Ability to work independently yet collaborate cross-functionally in a team environment

• Proven ability to use Microsoft Office Suite (Outlook, Excel, MS Word, and PowerPoint) and Visio flow charts

• Ability to read, analyze, and interpret financial reports and ability to “spread” financials for purposes of underwriting and deal assessment. Underwriting experience a significant plus in this role

• Financial analysis of small business P&L, balance sheet and cash flow metrics

• Excellent organizational and time management skills

• Required: 8-12 years of direct experience in SBA Lending

• Direct experience in SBA sales, underwriting and closing positions

• Deep knowledge of SBA Loan Programs and the SBA SOP

• Direct experience in program development and strategy

• Required: Bachelor’s Degree or equivalent work experience

SALARY RANGE: $121,451.20 - 157,888.64 USD; Exact compensation may vary based on skills, experience, and location.

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Job Locations US-CO-Denver

ID 2024-3775

Category Lending/Sales

Type Regular Full-Time

Equal Opportunity Employer

PacWest Bancorp and its affiliates are fully committed to the principles of equal opportunity and diversity. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.