Credit Operations & Reporting Specialist

Banc of California • Santa Ana, CA

7d

About The Position

The Credit Operations & Reporting Specialist plays a key role in ensuring the operational effectiveness and reporting accuracy of Credit Operations. This individual will work closely with business process owners and the Enterprise Data team to identify opportunities for process enhancements and reporting improvements. Through data analysis, process optimization, and cross-functional collaboration, this role supports Credit Operations in strengthening credit risk management and driving operational efficiency. 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

• 0-2 years in accounting, banking, commercial lending or data management
• Bachelor’s Degree in a related field, i.e. finance, accounting, mathematics, data management or business administration
• Proficient in Excel, SQL, and reporting tools (i.e. Power BI, Tableau)
• Strong analytical, interpersonal and communication skills with the ability to convey complex information clearly
• Skilled at managing multiple priorities and projects in a fast-paced, dynamic environment
• Detail-oriented with excellent organizational and time management abilities
• Demonstrate ability to thrive both independently and as part of a collaborative team.
• High School diploma or equivalent required

Nice To Haves

• Knowledge in banking processes and practices.

Responsibilities

• Gather, analyze, and report on key credit metrics and operational Key Data Elements (KDEs).
• Detect and resolve data discrepancies to ensure accuracy and consistency across systems.
• Produce daily, monthly, quarterly, and ad-hoc reports to support Credit Operations.
• Partners with Enterprise Data and business teams to research, reconcile, and correct data integrity issues.
• Collaborate with business process owners to evaluate existing workflows and reporting structures, identifying areas for improvement.
• Contribute to initiatives focused on enhancing credit operations and reporting capabilities.
• Foster strong, collaborative relationships across departments to support operational goals.
• Perform additional responsibilities as assigned to support team and organizational objectives.
• Follow all established policies and procedures.
• Perform other duties and projects as assigned.

Benefits

• 401k plan which includes a company match and immediate vesting
• Comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability
• Pre-tax Health Savings Account with employer contributions
• Pre-tax Flexible Spending Account (FSA)
• Adoption assistance
• Surrogacy assistance
• Fertility assistance
• Paid parental leave
• Family support solutions including care options for your family
• Paid vacation days
• Paid holidays
• Paid volunteer time off
• Tuition reimbursement
• Annual mentorship program
• Leadership development resources
• Access to LinkedIn Learning

What This Job Offers

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