Supports the overall credit and portfolio management function for the Woodland Hills Office. Facilitates comprehensive credit analysis of existing and potential clients, assists in the management of risk in existing rela…
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Banking - Investment Banking, Full Time Associate, Los Angeles - USA, 2027
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$80k–$115k/yr
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Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
$140k–$160k/yr
Full-time
Posted 59d ago
~40 hrs/week
Responsibilities
Oversees credit and portfolio management functions, including comprehensive credit analysis and risk mitigation for existing and potential clients. Supports relationship managers in underwriting and business development while ensuring strict adherence to bank policies and federal regulations.
Requirements
Requires a senior-level professional capable of independently handling complex accounts and making credit recommendations. Must possess deep knowledge of banking regulations such as the Bank Secrecy Act, USA Patriot Act, and OFAC.
Full job description
Supports the overall credit and portfolio management function for the Woodland Hills Office. Facilitates comprehensive credit analysis of existing and potential clients, assists in the management of risk in existing relationships to protect the financial health of the Bank, keeps informed as to the status of loans in the office portfolio, provides relationship managers with support in underwriting and business development, and providing financial counsel to current and prospective customers, while ensuring adherence to all Bank policies and procedures. Serves as the primary officer for assigned customer relationships and handles complex accounts and makes credit recommendations independently along with providing deposit related advice to customers. Calls on potential or existing customers to assist in retention and growth of existing business relationships. Proactive in providing ideas about process and procedure improvements for the credit process.
Location: Woodland Hills, California
ESSENTIAL DUTIES
Supports the design, execution and oversite for all aspects of credit and portfolio management for the Woodland Hills Office.
Executes processes for Write-Ups, Tickler Covenant Tracking, Credit Track, Approvals, Renewals, PCRMs, Investor Real Estate Reviews, etc. while ensuring accuracy, timeliness, and compliance for each of these functions.
Assists with relevant credit training within the office.
Assists with the management of assigned credit portfolios.
Maintains the Regional Office’s covenant tracking system with reports to managers and Relationship Managers monthly. Maintains communication regarding past due reporting or non-compliant covenants to Relationship Managers.
Ensures all files remain up-to-date and compliant and that all officers will receive an accurate and easily understandable monthly report.
Ensures the Regional Office’s write-ups to the “due” date, ensuring all write-ups to appropriate Relationship Managers for review five days prior to the due date.
Assists with additional, related projects while contributing to the overall betterment of the credit processes and procedures of the Bank as a whole.
Leverages existing relationships to assist in the development of additional commercial, middle market relationships for the Bank.
Prospects lead identification through internal review of client checks and reports, researches to qualify leads, and coordinates contact with loan officers.
Determines types of loans and terms within established lending limits, or makes recommendations to approving Relationship Manager.
Provides financial advice and counsel to customers and prospective customers.
Processes, solves and answers complex customer transactions, problems or inquiries.
Answers telephones, answers questions and directs callers to proper Bank personnel.
Assures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations.
Related keywords
Credit AnalysisPortfolio ManagementBank Secrecy ActUSA Patriot ActOFACUnderwritingCovenant TrackingCommercial LendingMiddle Market RelationshipsRisk MitigationFinancial HealthRegulatory ComplianceLoan TermsCredit Process ImprovementPCRMsInvestor Real Estate Reviews
Above and Beyond for Business. That's the ABB difference.
Industry
Banking
Company size
51-200 employees
Founded
1998
Headquarters
Los Angeles, California
LinkedIn followers
2,970
Inspired by the philosophy that a Bank could be more than the sum of its siloed parts, our founders set out to build a new kind of Bank; one that worked as a singular entity, acting as a complete banker on behalf of its clients — in 1998 American Business Bank was born.
Unlike their mega-corporate counterparts, our founders recognized that middle market companies were in need of bankers that could do more for their business, so ABB took action, fostering long-lasting relationships with businesses across the southland. Today, that genuine interest and passion remains the driving force of our success, and it’s how we continue to build a legacy that quietly influences the way premier Southern California businesses operate and grow for years to come.
Never promise what you can’t deliver. These are the words we bank on. At American Business Bank, people are our greatest asset. We believe in building honest relationships — not client rosters — and we work relentlessly to protect our clients’ interests, while driving their businesses forward through strong balance sheets and stable practices.
We want our approach to be as unique as our client’s objectives and that starts with trust. It’s how we earn our seat at the table and instill our clients with the confidence to seize the right opportunity or practice patience when needed. Face-to-face, side-by-side, we are there every step of the way. It’s why we built our bank and how we’ve always done business.
Member FDIC
Offices: 400 S Hope St, Suite 300, Los Angeles, California 90071, US · 2030 Main St, Suite 250, Irvine , California 92614, US · 2400 E Katella Ave, Suite 350, Anaheim, California 92806, US · 21800 Oxnard Street, Suite 1140, Woodland Hills, California 91367, US · 970 W 190th St, Suite 850, Torrance, California 90502, US
Business BankingFinancial ServicesLos AngelesOrange CountyPrivately Held BusinessBusiness OwnersReal Estate LendingWorking Capital Lines of CreditEquipment LoansBusiness Acquisition Loans
How much do Consulting jobs in Los Angeles, CA pay?
Based on 1801 listings with disclosed salaries, most consulting jobs in Los Angeles, CA pay between $73k–$200k per year. Individual offers vary with seniority, company size, and specialization.
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