Teams at Banc of California

Leads strategic finance, balance sheet strategy, capital and liquidity planning, investor relations, corporate development, financial modeling, valuation, and executive communications. Partners with senior leaders across Finance, Treasury, Strategy, and business lines to evaluate strategic opportunities, support mergers and acquisitions, prepare investor materials, and drive enterprise-level initiatives and shareholder value creation.

Originates and funds self-sourced SBA 7(a) and 504 loans, targeting $10–15M+ annually. Builds referral and client relationships, pre-screens and structures loans, analyzes tax returns and financial statements, partners with underwriting and closing, maintains client communication, and ensures compliance with applicable laws and company policies.