SVP/Commercial Team Leader

Posting Date:  03/19/2024
Location:  Walnut Creek (on-site)
Requisition #:  HBC 24-22
Department:  Walnut Creek Lending

Job Summary:

The SVP/Commercial Team Leader’s primary responsibility is it examine, evaluate and authorize or recommend approval of client applications for a myriad of bank products including commercial lines of credit, commercial term loans, letters of credit, real estate loans and flat notes.  Monitor the activity of lending officers/staff of the loan group.  Assist in the development and training of lending officers/staff.

Pay Range:

Base Compensation is dependent upon role, experience, and skill set: Min- $143,798/yr Max- $239,663/yr

Primary Responsibilities:

  • Meet assigned individual production and marketing goals.
  • Assist the Regional Manager in achieving targeted deposit, commercial loan and income goals by performing the following duties
    • Assist Regional Manager in assigning and monitoring loan officer production goals.
    • Assist in supervising loan production, business development, underwriting and collections.
    • Assist Regional Manager in accurately analyzing and evaluating prospective borrower credit requests submitted to the lending group to be consistent with Bank Loan Policy.
    • Assist Regional Manager in presiding over department pipeline meeting, monthly lender’s meeting and periodic client events or functions.
  • Negotiate structure and pricing and manage a portfolio of more complex credit facilities to borrowers and present Credit Authorizations in form and format consistent with Bank Policy to appropriate Loan Committee for approval.
  • Act as Bank representative at civic and/or industry meetings or functions.
    • Supports and participated in the Bank’s Community involvement programs.  Supports Bank’s community and CRA lending initiatives.
  • Perform all other duties and special projects as assigned

Qualifications & Professional Experience

  • Bachelor’s Degree (BA) from a four-year college or university and 8-10 years related experience or Master’s Degree (MA) and 5-10 years related experience.
  • Masterful at relationship building and business development with strong influential and decision making skills
  • Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services
  • Excellent communication skills with all levels of external and internal clients
  • Proven time management and problem solving skills with the ability to organize, prioritize, and handle multiple tasks and make necessary decisions within a fast paced environment
  • Demonstrates initiative and the ability to work in an autonomous manner
  • Travel may be required

Compliance Responsibilities:

The employee is responsible for ensuring compliance with all aspects of job related laws and regulations and must maintain current compliance knowledge by attending compliance related training seminars and staff meetings and by reading pertinent compliance related materials.

Job related laws and regulations include, but are not limited to the following:  Bank Secrecy Act (BSA); Office of Foreign Asset Control (OFAC); Vendor Management; Information and Data Security; and SEC regulations related to corporate governance and disclosure.

Heritage Bank of Commerce is an Equal Opportunity Employer committed to diversity and inclusion. We do not discriminate on the basis of race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, marital status, genetic information, disability, Veteran status, or any other characteristic protected by Federal, state or local laws.


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