Jobs · Finance · California

Business Banking Support Officer - Irvine or San Diego, CA

California Bank & Trust · Irvine, CA · 1 mo ago
On-siteFinance$117k–$144k/yrFull-time

Essential Functions

  • Responsible for comprehensive oversight of the business banking portfolio, ensuring strong portfolio management practices and adherence to all covenant requirements.
  • Maintains visibility into deposit and loan pricing across the portfolio to support profitability and risk management.
  • Serves as the affiliate liaison for business banking, facilitating communication and coordination across key stakeholder groups.
  • Monitors business lending support functions, application processing and pipeline management of active deals to ensure workflow efficiency and timely progression.
  • Acts as a resource for credit prescreens and preparation of credit presentations, contributing to sound credit decisioning and portfolio quality.

Qualifications

  • Requires a bachelor's degree in finance, Business or other related field and 4+ years' experience in business process analysis, portfolio management, relationship management, underwriting and credit experience or other directly related experience.
  • Extensive knowledge of business processes analysis, business workflow, and process improvement recommendations.
  • Extensive knowledge of various types of loans, credit analysis, spreading and analyzing financial statements, risk analysis, credit scoring, loan documentation, etc.
  • Strong working knowledge of banking products, services, policies, procedures and regulations.
  • Ability to solve problems including multiple priorities and research conflicting and/or inaccurate data.
  • Strong analysis and communication skills, both verbal and written.
  • Strong interpersonal skills with the ability to work with both management and staff employees.

Benefits

  • Medical & Dental Insurance
  • Vacation & Profit Sharing
  • START DAY ONE!
  • 401(k) plan
  • Competitive compensation in line with work experience.
  • Most roles eligible for sales bonuses + monthly incentives and/or annual discretionary bonus, some roles include mileage + travel time pay, and/or parking waivers (must meet eligibility requirements)
  • Paid Training
  • Paid Vacation
  • Paid Holidays
  • promotional opportunities offered from within
  • Tuition Reimbursement for qualifying employees
  • Stable Employer, we are a division of Zions Bancorporation and included in the S&P 500 & NASDAQ Financial 100 indices.

Pay

This position is eligible to earn a base salary in the range of $117,000 - $144,000 annually depending on job-related factors such as level of experience.

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