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.