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VP/Operations and Credit Officer

Posting Date: 04/02/2021
Location: San Jose, CA
Department: Corporate Finance 


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Associates degree (A.A) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education & experience.

Primary Responsibilities:

Officer will be expected to fully and independently run all of the operation functions related to Corporate Finance. These tasks will include:

• Daily fundings and paydowns
• Daily and Monthly reconciliation including month-end closes
• Coordinating/syncing-up to the Bank’s mainframe (ITI)
• Scheduling account receivable audits for prospects and existing clients.
• Assist in setting-up new accounts and lockbox services.
• Facilitate in booking process for new loans or existing client modifications
• Monitoring and setting up ticklers for reporting compliance

Officer will work with the portfolio managers and will assist them with underwriting and portfolio maintenance, as needed.


Responsibilities will include assisting and serving as back-up to the Corporate Finance Operations Manager. Additional duties will include assisting with underwriting and daily management of the portfolio.

Benefits include competitive salary, bonus plan, medical, dental, group life & long term care insurance, vision care reimbursement, 401(k), and tuition reimbursement program, and a health club allowance.