Associate, Technology

Banc of California • New York, NY

9h

About The Position

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 BancEdge. 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 The Associate plays a key role in supporting the loan origination process, partnering closely with Relationship Managers and the originations team to facilitate smooth, accurate, and timely transaction execution. This role focuses on gathering and analyzing financial information, preparing credit related materials, coordinating due diligence, and ensuring new clients transition seamlessly into onboarding. The Associate is expected to build strong working relationships with prospective clients and internal partners, supporting a high quality client experience throughout the loan approval and closing process. 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.

Requirements

• 2-3 years related experience or public accounting
• Bachelor’s Degree and/or relevant work experience or training
• Proficient with PowerPoint, Word and Excel
• There will be some on-the-job training; however, the candidate should be a “self-starter”
• Championing Customer Needs: Provides timely and professional service to both internal and external customers; is responsive to customer needs and requests; is always courteous to the customer and considers the needs of the customer when making decisions
• Communicating Effectively: Shares information. Listens and involves others. Clearly conveys ideas in a manner that engages others and helps them understand and retain the message
• Delivering High Quality Work: Makes sure responsibilities central to the role meet all requirements and expectations. Finishes tasks promptly and critically reviews work to ensure quality and accuracy. Considers impact of work to others and takes steps to mitigate. Seeks additional work after finishing tasks
• Demonstrating Initiative: Takes action on his/her own without being prompted; handles problems independently when appropriate; able to resolve issues without relying on extensive help from others; does more than is expected or asked
• Supporting Change: Supports change and innovation. Is comfortable with a changing environment and is adaptive to such an environment
• High School diploma or equivalent required

Nice To Haves

• CPA or MBA is preferred

Responsibilities

• Collaborate with the originations team throughout the deal cycle, including pre screening, underwriting support, due diligence coordination, and preparation for loan closing.
• Conduct financial statement analysis to assess creditworthiness, identify key trends, and support initial risk assessments for prospective borrowers.
• Assist in preparing credit packages, presentations, and supporting documentation for credit approval.
• Coordinate information flow between internal stakeholders including underwriting, credit administration, and operations to ensure accuracy and completeness of deal files.
• Support loan closing activities by ensuring required documents and conditions are fulfilled, validated, and properly documented.
• Communicate regularly with prospective clients to obtain required information, clarify requests, and support a seamless onboarding experience.
• Maintain accurate and timely data entry in AblSoft and other systems used to track origination activity and loan progress.
• Prepare summaries, reports, and status updates to keep management informed of deal pipeline progress and potential issues.
• Build relationships with clients and prospects to support the Bank’s brand, demonstrate service excellence, and create a strong foundation for long term engagement.
• Begin developing relationships with key market constituents—including venture capital and private equity firms, law firms, accounting firms, and related centers of influence—to support business development efforts.
• Attend in market client and prospect events as needed to build network visibility and strengthen the Bank’s presence.
• 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; promotes working environment free of harassment of any type.
• 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 1970, which are applicable to one’s own actions and conduct.
• Performs other duties and projects as assigned

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level