Banc of California
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Fintech • Software • Financial Services
Responsible for developing and managing a portfolio of private clients, providing financial advice, and growing relationships to increase revenue.
Fintech • Software • Financial Services
Responsible for business development within the HOA industry, cultivating relationships, managing accounts, and cross-selling Bank products and services.
Fintech • Software • Financial Services
The Portfolio Analyst monitors borrower performance, conducts financial analysis, maintains data integrity, and collaborates with portfolio management teams to assess financial needs.
Fintech • Software • Financial Services
The SVP, Regional HOA Account Executive is responsible for business development within the HOA industry, managing relationships and expanding client accounts by cross-selling Bank products and services. Key duties include lead generation, sales tracking, proposal preparation, and ensuring exceptional client onboarding.
