Job Description
BANC OF CALIFORNIA AND YOUR CAREER
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 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.
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®
THE OPPORTUNITY
A Portfolio Assistant performs a variety of administrative and maintenance functions necessary to support the servicing of the Small Business Credit Line program managed by the Small Business Loan Center. 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.
How You’ll Make a Difference
• Assist the Small Business Loan Center by providing administrative support as assigned for all aspects of servicing the Small Business Credit Line program.
• Provide routine customer service for small business credit line customers.
• Answer phones and respond to emails directed to the servicing department email, as appropriate. As well as maintain up to date customer call logs for all communication relating to the loan portfolio.
• Process and document small business credit line advances and loan payments.
• Perform loan payoff maintenance; coordinate processing requests for demand with the Loan Demand department, as appropriate. Keep accurate records of payoffs and prepare loan files for warehousing at Iron Mountain. Perform all record retention duties and tasks as required by the Bank’s Record Retention Policy, Schedule and Procedures.
• Retrieve daily posted transaction reports, relating to the past due loans, paid loans and non-posted transactions from Vision Content and distributes as necessary.
• Perform callback on new and renewed lines, reviewing for accuracy and completeness.
• Provide backup for the Small Business Loan Center Loan Assistant as needed. on the loan origination side.
• General office duties such as mail sorting, filing, copying and scanning, etc.
• Return mail documentation.
• Perform research and any other miscellaneous duties or projects as assigned.
• 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; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• 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 1+70, which are applicable to one’s own actions and conduct.
• Performs other duties and projects as assigned.
What You’ll Bring
• Required
• Minimum 2-3 years of banking experience
• High School Diploma or equivalent
• Strong customer service skills; must be comfortable communicating verbally and in writing with other Bank employees, Bank customers, third party vendors and agents, and the general public
• Ability to work independently and in a team environment
• Strong judgment, communication and organizational skills
• Excellent attention to detail and accuracy
• Excellent organizational and time management skills
• Knowledge of applicable Bank policies, compliance laws, rules and regulations
• Ability to use Microsoft Office (Outlook, Excel, MS Word)
• Preferred
• Ability to use nCino, Adobe Acrobat Reader, Vision Content, Fiserv/IBS Insight
How We’ll Support You
• Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: We offer 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).
• Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
SALARY RANGE
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
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, *** (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and ****** orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
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 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.
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®
THE OPPORTUNITY
A Portfolio Assistant performs a variety of administrative and maintenance functions necessary to support the servicing of the Small Business Credit Line program managed by the Small Business Loan Center. 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.
How You’ll Make a Difference
• Assist the Small Business Loan Center by providing administrative support as assigned for all aspects of servicing the Small Business Credit Line program.
• Provide routine customer service for small business credit line customers.
• Answer phones and respond to emails directed to the servicing department email, as appropriate. As well as maintain up to date customer call logs for all communication relating to the loan portfolio.
• Process and document small business credit line advances and loan payments.
• Perform loan payoff maintenance; coordinate processing requests for demand with the Loan Demand department, as appropriate. Keep accurate records of payoffs and prepare loan files for warehousing at Iron Mountain. Perform all record retention duties and tasks as required by the Bank’s Record Retention Policy, Schedule and Procedures.
• Retrieve daily posted transaction reports, relating to the past due loans, paid loans and non-posted transactions from Vision Content and distributes as necessary.
• Perform callback on new and renewed lines, reviewing for accuracy and completeness.
• Provide backup for the Small Business Loan Center Loan Assistant as needed. on the loan origination side.
• General office duties such as mail sorting, filing, copying and scanning, etc.
• Return mail documentation.
• Perform research and any other miscellaneous duties or projects as assigned.
• 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; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
• 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 1+70, which are applicable to one’s own actions and conduct.
• Performs other duties and projects as assigned.
What You’ll Bring
• Required
• Minimum 2-3 years of banking experience
• High School Diploma or equivalent
• Strong customer service skills; must be comfortable communicating verbally and in writing with other Bank employees, Bank customers, third party vendors and agents, and the general public
• Ability to work independently and in a team environment
• Strong judgment, communication and organizational skills
• Excellent attention to detail and accuracy
• Excellent organizational and time management skills
• Knowledge of applicable Bank policies, compliance laws, rules and regulations
• Ability to use Microsoft Office (Outlook, Excel, MS Word)
• Preferred
• Ability to use nCino, Adobe Acrobat Reader, Vision Content, Fiserv/IBS Insight
How We’ll Support You
• Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting.
• Health & Well-Being: We offer 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).
• Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
• Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
• Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
SALARY RANGE
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
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, *** (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, and ****** orientation. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
💡 Quick Summary
Seeking a career-building opportunity? The Portfolio Assistant, SBL Center position is now open for candidates interested in the Bank Jobs sector. This role in Escondido offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
