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This document contains descriptions of several open banking positions at different financial institutions. The positions include business bankers, business development officers, credit analysts, loan officers, portfolio officers, and collections officers. Most require 5-12 years of relevant banking experience, strong communication skills, and the ability to source new clients and manage loan portfolios. The positions serve small to middle market businesses and focus on commercial lending. Fluency in languages like Mandarin or Cantonese is preferred for some roles serving Asian markets.

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FINANCIAL PRO Solutions ACTIVE SEARCHES Note: All positions are valid when listed. Strong communications skills are required universally. Candidates must be able to articulate and preferably quantify what they have achieved and/or contributed to each of their former employers and demonstrate past performance. 120415 TITLE DESCRIPTION This is a $300 MM single-branch, Westside business bank that has shown significant growth in its core deposits over the last year, serving small closely held businesses, and their owners, real estate investors, professional service firms, and entertainment professionals and related service firms with revenues generally up to $25 million and loan needs up to $3 million Business Banker Looking for a business banker who can source and develop new C&I lending relationships within target West Los Angeles, CA market and manage an existing client portfolio. This position could be a VP for someone with the right Ref: 303 CBO experience. This person must have at least seven years in business development and relationship management in a community banking environment and an understanding of what makes a transaction viable. This officer should be self-managing and able to direct loan and deposit portfolios that include complex structures and demanding clients who require the highest quality of service. This is a $300 MM single-branch, Westside business bank that has shown significant growth in its core deposits over the last year, serving small closely held businesses, and their owners, real estate investors, Business Development Officer professional service firms, and entertainment professionals and related service firms with revenues generally up to $25 million and loan needs up to $3 million West Los Angeles, CA Seeking a BDO with existing network of clients and referrals who can source and new lending and depository Ref: 306 CBO relationships within target market. This person must have at least five years business development experience in a community banking environment, an understanding of credit processes and forms, strong communications skills and be self- motivated. Phone: 818-347-Fina (818-347-3462) 22845 Ventura Blvd. , Suite 124, Woodland Hills, CA 91364 www.finapros.com
Company is a $120 million, publicly traded bank created to serve Los Angeles and surrounding areas’ ethnic Latino and Hispanic entrepreneurs. Business Banker / Relationship Manager We are seeking a business banker with the presence and skills that can drive C&I and CRE loan production as Los Angeles, CA well as other community banking facilities in a bilingual market. Target transactions are under $5 million secured and below $3 million unsecured. Ref: 101 ORP This person should have a minimum of eight to 12 years business banking experience in a community environment and be able to demonstrate an in-depth familiarity and understanding of the target market. Other products include investor real estate as well as owner/occupied, and equipment financing lines. This full service bank publicly traded bank was established in 2006 and has grown since to over $500 million in total assets and three Southern California regions. It specializes in handling privately held middle market companies with revenues generally of up to $100 million and offers commercial lines of credit, equipment financing, acquisition financing, commercial real estate loans, construction financing, international services, Relationship Managers (2) depository and cash management services. Los Angeles We are looking for business development officers / relationship managers for two of its offices with various Irvine, CA levels of demonstrated experience and skills in the areas of sales & marketing, credit underwriting and Ref: 309 BEO portfolio management for manufacturers, wholesalers and service providers. While an existing portfolio is a plus, a broad and deep network of referral sources is essential as is a strong history of performance. These positions will range from AVP to SVP depending on experience and demonstrated past performance. Our client is the domestic group of a large global bank with almost 500 US branches and $400 billion in domestic assets. Global Cash Management Sales (4) We are looking to add members to their cash management sales team for their corporate global Boston, MA market. These individuals will sell complex customized cash management products and solutions to Chicago, IL the Bank’s largest US and other North American based multi-national customers or prospects as well as US based subs of foreign-parented commercial middle market customers. New York, NY Atlanta, GA The individuals we’re looking for should have strong skill sets in global cash management solutions, Ref: 040 BSH relationship development and communications with at least ten years experience in a related market. These are is sole-contributor, sales-driven positions and offers the incumbents broad growth opportunities.
Our client is the domestic group of a large global bank with almost 500 US branches and $400 billion in domestic assets. PCM Client Service Representative (2) We are seeking two team members to manage a portfolio of highly profitable Payments and Cash Wilmington, DE Management global clients and serve as the single point of service contact for these selected revenue Ref: 042 BSH generators. The position works on behalf of clients and in conjunction with RMs, Treasury, Client Services, Product Management and Operations to identify and recommend customized, competitive solutions and Los Angeles, CA provide par-excellence customer service on PCM related issues as well as ensuring successful support with all Ref: 043 BSH other required banking needs. This position requires an individual with a minimum of seven years proven and progressive US cash management product experience; knowledge of US regulatory requirements related to Anti-Money Laundering (AML) or equivalent; and proven problem-solving, communications, interpersonal and technical skills. Bank is a 50 year old publicly traded $10+ billion bank with a national and international presence. It’s core customers are small and middle market C&I borrowers. While its market has been traditionally ethnic Asian, VP Credit Analyst (2) this is growing bank has continually expand its mainstream marketing footprint. San Gabriel Valley, CA Looking for candidates to review and evaluate exposure of proposed extensions of credit; analyze industry Ref: 102 BTC data, competitive factors, historical performance, projected results, risks, and mitigating factors. San Francisco Bay Area, CA Require seven + years analyzing or underwriting medium sized, moderately-complex commercial credit, Ref: 110 BTC spreading financial statement and cash flows, reviewing collateral issues and values, loan structuring and PGs’ individual statements and tax returns. Experience in creating credit policy and procedures a plus. Bank is a 50 year old publicly traded $10+ billion bank with a national and international presence. It’s core customers are small and middle market C&I borrowers. While its market has been traditionally ethnic Asian, this is growing bank has continually expand its mainstream marketing footprint. SVP/FVP China Business Development This position will have responsibility for implementing a business strategy to coordinate bank-wide effort in Manager developing business relationships with entities from Mainland China, ensuring compliance with Bank, San Gabriel Valley, CA regulatory and credit requirements and providing quality customer service. Also manage, train and mentor Ref: 103 BTC a team of BD officers to achieve loan and other business goals and actively participate in China related business community activities. Position can be a senior or first vice president, depending on experience. Minimum of twelve years banking and three years management experience required with proven performance record, preferably in marketing to Mainland China entities. This person must be fluent in English and one or both of Mandarin or Cantonese Chinese dialects.
Bank is a 50 year old publicly traded $10+ billion bank with a national and international presence. It’s core customers are small and middle market C&I borrowers. While its market has been traditionally ethnic Asian, this is growing bank has continually expand its mainstream marketing footprint. VP/AVP, SBA Loan Officer We are seeking an SBA Loan Officer to solicit, prequalify, underwrite and package both 504 and 7(a) loans, San Gabriel Valley, CA marketing preferably to the local ethnic Chinese small business community. Ref: 107 BTC This person will require a minimum of seven years underwriting and packaging commercial and GP, CLP, PLP and Express loans under SOP 50 10 and SOP 50 50. General requirements include strong verbal and written communication skills, a orientation to detail and a demonstrated history of performance. Ability to communicate in Mandarin and/or Cantonese is a plus. . Bank is a 50 year old publicly traded $10+ billion bank with a national and international presence. It’s core customers are small and middle market C&I borrowers. While its market has been traditionally ethnic Asian, this is growing bank has continually expand its mainstream marketing footprint. VP, Loan Portfolio Officer (2) This person will prepare required disclosure reports, ensuring compliance with Bank, regulatory and credit Boston, MA requirements with emphasis on providing quality customer service; assist Commercial Loan and Business Development Officers to develop non loan related income (i.e. cash management, wealth management, Ref: 109 BTC etc.); work with Credit to facilitate credit analysis and underwriting efforts that lead to the highest Los Angeles, CA probability of portfolio growth; and work directly with customers to monitor loan activity and control, and Ref: 112 BTC mentoring loan assistants. Candidate must have at least seven years corporate and/or commercial real estate lending experience in a banking environment, a thorough knowledge of lending regulations and underwriting practices, and strong communications skills. Fluency in English and Mandarin or Cantonese is essential. Bank is a 50 year old publicly traded $10+ billion bank with a national and international presence. It’s core customers are small and middle market C&I borrowers. While its market has been traditionally ethnic Asian, this is growing bank has continually expand its mainstream marketing footprint. AVP/VP, Sr. Loan Collections Officer The individual we are looking for will be responsible for soliciting, developing and maintaining new and San Gabriel Valley, CA existing business relationships primarily in the trade finance and C&I business sectors with companies Ref: 115 BTC developing emerging technologies in the Silicon Valley area. He or she must have an in-depth understanding of credit requirements, regulatory issues and loan packaging, as well as a focus on providing quality customer service, adhering to deadlines, and relationship management. This person should have a minimum of seven years of commercial and corporate middle market lending experience.

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  • 1. FINANCIAL PRO Solutions ACTIVE SEARCHES Note: All positions are valid when listed. Strong communications skills are required universally. Candidates must be able to articulate and preferably quantify what they have achieved and/or contributed to each of their former employers and demonstrate past performance. 120415 TITLE DESCRIPTION This is a $300 MM single-branch, Westside business bank that has shown significant growth in its core deposits over the last year, serving small closely held businesses, and their owners, real estate investors, professional service firms, and entertainment professionals and related service firms with revenues generally up to $25 million and loan needs up to $3 million Business Banker Looking for a business banker who can source and develop new C&I lending relationships within target West Los Angeles, CA market and manage an existing client portfolio. This position could be a VP for someone with the right Ref: 303 CBO experience. This person must have at least seven years in business development and relationship management in a community banking environment and an understanding of what makes a transaction viable. This officer should be self-managing and able to direct loan and deposit portfolios that include complex structures and demanding clients who require the highest quality of service. This is a $300 MM single-branch, Westside business bank that has shown significant growth in its core deposits over the last year, serving small closely held businesses, and their owners, real estate investors, Business Development Officer professional service firms, and entertainment professionals and related service firms with revenues generally up to $25 million and loan needs up to $3 million West Los Angeles, CA Seeking a BDO with existing network of clients and referrals who can source and new lending and depository Ref: 306 CBO relationships within target market. This person must have at least five years business development experience in a community banking environment, an understanding of credit processes and forms, strong communications skills and be self- motivated. Phone: 818-347-Fina (818-347-3462) 22845 Ventura Blvd. , Suite 124, Woodland Hills, CA 91364 www.finapros.com
  • 2. Company is a $120 million, publicly traded bank created to serve Los Angeles and surrounding areas’ ethnic Latino and Hispanic entrepreneurs. Business Banker / Relationship Manager We are seeking a business banker with the presence and skills that can drive C&I and CRE loan production as Los Angeles, CA well as other community banking facilities in a bilingual market. Target transactions are under $5 million secured and below $3 million unsecured. Ref: 101 ORP This person should have a minimum of eight to 12 years business banking experience in a community environment and be able to demonstrate an in-depth familiarity and understanding of the target market. Other products include investor real estate as well as owner/occupied, and equipment financing lines. This full service bank publicly traded bank was established in 2006 and has grown since to over $500 million in total assets and three Southern California regions. It specializes in handling privately held middle market companies with revenues generally of up to $100 million and offers commercial lines of credit, equipment financing, acquisition financing, commercial real estate loans, construction financing, international services, Relationship Managers (2) depository and cash management services. Los Angeles We are looking for business development officers / relationship managers for two of its offices with various Irvine, CA levels of demonstrated experience and skills in the areas of sales & marketing, credit underwriting and Ref: 309 BEO portfolio management for manufacturers, wholesalers and service providers. While an existing portfolio is a plus, a broad and deep network of referral sources is essential as is a strong history of performance. These positions will range from AVP to SVP depending on experience and demonstrated past performance. Our client is the domestic group of a large global bank with almost 500 US branches and $400 billion in domestic assets. Global Cash Management Sales (4) We are looking to add members to their cash management sales team for their corporate global Boston, MA market. These individuals will sell complex customized cash management products and solutions to Chicago, IL the Bank’s largest US and other North American based multi-national customers or prospects as well as US based subs of foreign-parented commercial middle market customers. New York, NY Atlanta, GA The individuals we’re looking for should have strong skill sets in global cash management solutions, Ref: 040 BSH relationship development and communications with at least ten years experience in a related market. These are is sole-contributor, sales-driven positions and offers the incumbents broad growth opportunities.
  • 3. Our client is the domestic group of a large global bank with almost 500 US branches and $400 billion in domestic assets. PCM Client Service Representative (2) We are seeking two team members to manage a portfolio of highly profitable Payments and Cash Wilmington, DE Management global clients and serve as the single point of service contact for these selected revenue Ref: 042 BSH generators. The position works on behalf of clients and in conjunction with RMs, Treasury, Client Services, Product Management and Operations to identify and recommend customized, competitive solutions and Los Angeles, CA provide par-excellence customer service on PCM related issues as well as ensuring successful support with all Ref: 043 BSH other required banking needs. This position requires an individual with a minimum of seven years proven and progressive US cash management product experience; knowledge of US regulatory requirements related to Anti-Money Laundering (AML) or equivalent; and proven problem-solving, communications, interpersonal and technical skills. Bank is a 50 year old publicly traded $10+ billion bank with a national and international presence. It’s core customers are small and middle market C&I borrowers. While its market has been traditionally ethnic Asian, VP Credit Analyst (2) this is growing bank has continually expand its mainstream marketing footprint. San Gabriel Valley, CA Looking for candidates to review and evaluate exposure of proposed extensions of credit; analyze industry Ref: 102 BTC data, competitive factors, historical performance, projected results, risks, and mitigating factors. San Francisco Bay Area, CA Require seven + years analyzing or underwriting medium sized, moderately-complex commercial credit, Ref: 110 BTC spreading financial statement and cash flows, reviewing collateral issues and values, loan structuring and PGs’ individual statements and tax returns. Experience in creating credit policy and procedures a plus. Bank is a 50 year old publicly traded $10+ billion bank with a national and international presence. It’s core customers are small and middle market C&I borrowers. While its market has been traditionally ethnic Asian, this is growing bank has continually expand its mainstream marketing footprint. SVP/FVP China Business Development This position will have responsibility for implementing a business strategy to coordinate bank-wide effort in Manager developing business relationships with entities from Mainland China, ensuring compliance with Bank, San Gabriel Valley, CA regulatory and credit requirements and providing quality customer service. Also manage, train and mentor Ref: 103 BTC a team of BD officers to achieve loan and other business goals and actively participate in China related business community activities. Position can be a senior or first vice president, depending on experience. Minimum of twelve years banking and three years management experience required with proven performance record, preferably in marketing to Mainland China entities. This person must be fluent in English and one or both of Mandarin or Cantonese Chinese dialects.
  • 4. Bank is a 50 year old publicly traded $10+ billion bank with a national and international presence. It’s core customers are small and middle market C&I borrowers. While its market has been traditionally ethnic Asian, this is growing bank has continually expand its mainstream marketing footprint. VP/AVP, SBA Loan Officer We are seeking an SBA Loan Officer to solicit, prequalify, underwrite and package both 504 and 7(a) loans, San Gabriel Valley, CA marketing preferably to the local ethnic Chinese small business community. Ref: 107 BTC This person will require a minimum of seven years underwriting and packaging commercial and GP, CLP, PLP and Express loans under SOP 50 10 and SOP 50 50. General requirements include strong verbal and written communication skills, a orientation to detail and a demonstrated history of performance. Ability to communicate in Mandarin and/or Cantonese is a plus. . Bank is a 50 year old publicly traded $10+ billion bank with a national and international presence. It’s core customers are small and middle market C&I borrowers. While its market has been traditionally ethnic Asian, this is growing bank has continually expand its mainstream marketing footprint. VP, Loan Portfolio Officer (2) This person will prepare required disclosure reports, ensuring compliance with Bank, regulatory and credit Boston, MA requirements with emphasis on providing quality customer service; assist Commercial Loan and Business Development Officers to develop non loan related income (i.e. cash management, wealth management, Ref: 109 BTC etc.); work with Credit to facilitate credit analysis and underwriting efforts that lead to the highest Los Angeles, CA probability of portfolio growth; and work directly with customers to monitor loan activity and control, and Ref: 112 BTC mentoring loan assistants. Candidate must have at least seven years corporate and/or commercial real estate lending experience in a banking environment, a thorough knowledge of lending regulations and underwriting practices, and strong communications skills. Fluency in English and Mandarin or Cantonese is essential. Bank is a 50 year old publicly traded $10+ billion bank with a national and international presence. It’s core customers are small and middle market C&I borrowers. While its market has been traditionally ethnic Asian, this is growing bank has continually expand its mainstream marketing footprint. AVP/VP, Sr. Loan Collections Officer The individual we are looking for will be responsible for soliciting, developing and maintaining new and San Gabriel Valley, CA existing business relationships primarily in the trade finance and C&I business sectors with companies Ref: 115 BTC developing emerging technologies in the Silicon Valley area. He or she must have an in-depth understanding of credit requirements, regulatory issues and loan packaging, as well as a focus on providing quality customer service, adhering to deadlines, and relationship management. This person should have a minimum of seven years of commercial and corporate middle market lending experience.