• Join all calls with prospect from start to be up to speed on company and deal.
• Coordinate demo with Global Treasury Management (GTM) if needed.
• Aggregate and review all company documents required for Expression of Interest and Credit Approval Request.
• Prepare Expression of Interest with guidance from Banker.
• Prepare Credit Approval Request.
• Engage appropriate Client Manager.
• Work with Client Services/Prospect to ensure relevant bank account set up.
• Work with Client Manager/loan closing/prospect to ensure all needed diligence and closing documents have been received.
• Work with prospect on borrowing kit and determine advance needed at close.
• Prepare any needed change memos and portfolio duties to ensure efficient transition (if applicable).
• Review LinkedIn, Axios, Pitchbook data and other resources to build targeted lead list.
• Reach out to prospects to set meetings for banker when needed.
• Work with Global Treasury Management and client services to close deposit only opportunities.
• Attend local events to build network with perspective clients.
• Perform other duties as assigned.

• Bachelor’s degree
• At least two years’ experience as a Venture Banking Portfolio Analyst or comparable experience at a financial institution, venture capital/private equity firm, business development, or in public accounting.
• Responsiveness, passion for excellent customer service. Willingness to go above and beyond.
• Proven ability to underwrite well and independently.
• Accuracy, attention to detail, strong organizational skills.
• Excellent knowledge of Venture Bank compliance systems.

• Preferred:
• Master’s degree or higher

• Role requires sitting or standing in front of a computer monitor for prolonged periods of time in a fixed neck position.
• Constant use of a computer or other office equipment resulting in repeating motions of the hands and wrists.
• Light work that may include moving objects up to 20 pounds.

What You Can Expect From PWB

Rewards

National Base Pay Range (annual): $36,406.66 to $603,418.30

Final salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with geographic/market data.

PWB is pleased to offer additional benefits to support our employee’s physical, emotional and financial health. Benefits include: medical, dental, vision, 401(k), life and disability insurance, parental leave, mental health support, wellness incentives, legal assistance, tuition reimbursement, paid time off, company holidays, incentive programs, as well as other fringe benefits.

At PWB, we are committed to the principles of diversity, equity, inclusion and equal opportunity. We build teams and grow talent that reflect the diversity of the clients and communities we serve. Diversity of background, experience and perspective adds value and depth to our teams and creates better business results.

PWB is an equal opportunity and affirmative action employer. We take pride in building a workplace culture where all employees feel supported and respected, and have equal access to career and development opportunities without regard to race, religion/creed, color, national origin, age, marital status, ancestry, sex, gender (including pregnancy, childbirth, breastfeeding or related medical conditions), gender identity/expression, sexual orientation, veteran status, physical or mental disability, medical condition, military status, genetic information, or any other characteristic protected by federal, state or local laws.

If you would like to request an accommodation due to a disability, please contact us at careers@pacwest.com.