Senior Loan Boarding Specialist

About the role

Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. As the largest independent bank headquartered in California, the bank provides banking and treasury management services to small, middle market, and venture backed businesses through a network of full-service branches, regional offices, and digital capabilities. The bank also provides full-service payment processing solutions and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™.

This position is responsible for reviewing and performing all functions related to loan boarding quality for loans of basic to medium complexity in accordance with the terms and conditions of credit approvals and legal documents. All duties are performed in accordance with the Company's policies and procedures, and all applicable U.S. state and federal laws and regulations.

Responsibilities

• Perform loan boarding for all loan types in the bank's Loan Core System, including Small Business Credit Lines, Commercial Lines of Credit, Commercial Real Estate, Consumer Loans, and Letters of Credit
• Ensure credit approvals, legal documentation, bank worksheets, and supporting loan documentation (including collateral, insurance, escrow, and disbursement information) are present, accurate, and consistent
• Review daily loan system reports to ensure accuracy of data entered for new, renewed, and modified loans and file maintenance
• Meet established loan boarding deadlines based on the complexity of each loan
• Perform loan servicing activities, including basic loan boarding and maintenance, tickler entry and updates, general ledger transaction posting, and daily balancing
• Bring discrepancies to management and independently correct errors
• Perform loan-level servicing audits
• Assist with special projects as needed or assigned, including loan conversion projects and basic audit research
• Comply with all FDIC and other banking regulations
• Follow all established policies and procedures
• Perform other duties and projects as assigned

Requirements

• Five or more years of banking experience in commercial loan servicing
• Ability to read and understand loan approval documents and multiple types of loan documents, using critical thinking skills to ensure data entry accuracy
• Knowledge of elementary accounting procedures
• Strong organizational skills, attention to detail, and the ability to produce a large volume of work in a fast-paced environment
• Effective oral, written, and interpersonal communication skills, with the ability to apply common sense to carry out instructions, interpret documents, and understand procedures
• Ability to build relationships and work well in a close team environment
• Commercial loan documentation experience using LaserPro preferred
• Proficiency in Microsoft Word, Excel, Outlook, and loan software, including the FIS IBS Loan Core System, preferred
• High school diploma or equivalent required

Benefits

• Financial Security: 401(k) plan with company match and immediate vesting
• Health & Well-Being: 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: Adoption, surrogacy, and fertility assistance; paid parental leave; family support solutions including care options
• Paid Time Away: Paid vacation days, holidays, and volunteer time off
• Career Growth Opportunities: Tuition reimbursement, annual mentorship program, leadership development resources, access to LinkedIn Learning