Account Executive

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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, with full‑service branches throughout California and Denver, Colorado, as well as full‑stack payment processing solutions through Banc Edge.

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.

At Banc of California, our success is driven by our people, and we take pride in fostering an environment where everyone can reach their full potential. We embrace a culture of empowerment, progressive thinking, and entrepreneurial spirit, ensuring our team members have an opportunity to make an impact and play an important role in the future of Banc of California. Our core values – Entrepreneurialism, Operational Excellence, and Superior Analytics – empower us in creating a dynamic and inclusive workplace.

We are committed to supporting your growth and well‑being with comprehensive benefits, career development programs, a variety of employee resource groups, and more.
TOGETHER WE WIN®

As a member of the Portfolio Management team, Account Executives are tasked with handling all aspects related to loan operations and loan servicing for a portfolio of commercial loans. The position serves as a primary point of contact for commercial credit clients, lending business partners, relationship managers, and bank colleagues seeking loan accounting information. Responsibilities include analyzing and processing commercial loan transactions, managing the data inputs of newly boarded or modified loan assets, and reconciling payments within our loan servicing system.

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.

• Prepare financial statements, reports, and records by collecting, analyzing, and summarizing client account information.
• Maintain client accounts by processing funding requirements to ensure that loan advances are in compliance with credit policy.
• Manage payments on behalf of the borrower and issue monthly client account statements.
• Maintain financial integrity by researching and reconciling discrepancies, auditing and verifying documents, following internal controls, and understanding and monitoring loan documents to ensure compliance.
• Contribute to team effort by accomplishing related group tasks as needed, including special projects.
• 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. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.
• Performs other duties and projects as assigned.

• Ability to communicate (orally and in writing) in a professional manner when dealing with clients, peers, and company contacts.
• Advanced Excel spreadsheet skills are required in order to perform essential functions listed above.
• General understanding of corporate finance and accounting concepts.
• Ability…