Vice President, Relationship Manager
Current*Part of the merger between Pacific Western Bank and Banc of California
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@pacwest.com
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Kevin Pichardo is listed as 💼 VP, Relationship Manager @ Banc of California | ⚙ Commercial Lending, Business Loans, Real Estate, Portfolio Manager, Commercial Underwriter, Wealth Management at Banc of California, a with 1 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a work email signal at pacwest.com and a matched LinkedIn profile for Kevin Pichardo.
Kevin Pichardo previously worked as Vice President, Relationship Manager at Banc Of California and Vice President, Relationship Manager at Pacific Western Bank. Kevin Pichardo holds Bachelor'S Degree, Finance, General from California State University, Long Beach.
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AeroLeads found 1 current-domain work email signal for Kevin Pichardo. Compare company email patterns before reaching out.
𝗘𝗫𝗣𝗘𝗥𝗜𝗘𝗡𝗖𝗘I am responsible for growing and monitoring my commercial loan portfolio and work closely with a loan group, which consists of a Regional Manager, Portfolio Manager, Credit Underwriters, Loan Closers, and Treasury/Operations. I maintain close contact with our clients and leverage the relationship to identify and bring in additional new business opportunities, and most importantly satisfied with our banking services. I currently hold over eight years of experience in Banking and have graduated from the Credit Training Program (Credit Analyst) at Comerica Bank.𝗜𝗡𝗗𝗨𝗦𝗧𝗥𝗬 𝗞𝗡𝗢𝗪𝗟𝗘𝗗𝗚𝗘➤ Portfolio Management➤ Underwriting - Commercial Real Estate, Middle Market, Entertainment, Wealth Management, Private Banking➤ Compliance - Reporting, Covenants, Term Sheets, Loan Documentation𝗧𝗘𝗖𝗛𝗡𝗜𝗖𝗔𝗟 𝗦𝗞𝗜𝗟𝗟𝗦➤ Advanced Excel - Macros, VLOOKUP, IFS, SUMIFS➤ Microsoft Office - PowerPoint, Word, Outlook, Sharepoint, Teams➤ CRM - Salesforce, nCino, Sugar CRM, Infopath, REIS, ALN➤ Risk Rating - Risk Origins (Moodys)➤ Financial Analytics - Accounting, Debt Service Coverage, Budgets, ProformasIf you want to learn more about my skillset and/or experience, contact me on➤ Linkedin direct message ➤ kfpichardo@gmail.com
Listed skills include Financial Analysis, Finance, Economic Forecasting, Investment Management, and 23 others.
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A career timeline built from the work history available for this profile.
Los Angeles, California, Us
*Part of the merger between Pacific Western Bank and Banc of California
Dallas, Tx, Us
➤ Supported the Wealth Management, Private Banking team in the following regions: Los Angeles, Orange County, San Diego, and Arizona ➤ Retained and managed existing loan portfolio taking ownership of all reviews and renewals for existing credit customers➤ Decided loan terms and conditions if within own credit limits or makes recommendations to appropriate authority➤ Developed and maintained direct relationships with customers➤ Worked on loan requests from creating the opportunities on nCino to providing oversight and guidance to credit support in underwriting to coordinating loan documentation with loan closers ➤ Adhered to Risk Management policies and guidelines, i.e. regulatory compliance, portfolio and credit quality, and portfolio management➤ Assisted with monitoring existing loans to ensure compliance with terms of loan agreement and recommend corrective action on variances by pulling and keeping up to date all our reports (upcoming renewals, financial reporting, covenant compliance, etc.) and any past dues
Dallas, Tx, Us
➤ Completed a rotation in Commercial Real Estate and Film Entertainment➤ Provided on-going monitoring of the credit exposure once the transaction was completed➤ Attended and participated in loan approval discussions and presented deals to loan committees ➤ Supported the bank with interviewing candidates for Credit Analyst I and Underwriter I positions
Dallas, Tx, Us
➤ Completed a rotation in Middle Market➤ Attended a two week Credit College in Dallas, TX➤ Assisted the commercial lending team with the underwriting and documentation of a loan request➤ Provided analysis of the proposed structure and the various repayment sources as well as the analysis of industry/economic factors affecting the request
New York, New York, Us
➤ Introduced new reports and oversaw data analytics using SugarCRM.➤ Developed client relationships with 100+ business owners.➤ Interview potential intern candidates.➤ Screened for qualified business owners based on financial analysis, number of employees, and percent of ownership.
Other employees you can reach at bancofcal.com. View company contacts for 1 employees →
Marlon Sese
Colleague at Banc Of CaliforniaGardena, California, United States
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Ryan Worthington
Colleague at Banc Of CaliforniaMurrieta, California, United States
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Lidia Ricardo
Colleague at Banc Of CaliforniaHanford, California, United States
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DB
Dan Bronfman
Colleague at Banc Of CaliforniaSan Francisco Bay Area, United States
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KN
Kelli Neustrom Sonner
Colleague at Banc Of CaliforniaRaleigh-Durham-Chapel Hill Area, United States
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EP
Elisa Paz
Colleague at Banc Of CaliforniaUnited States
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JT
Jolie Thurston
Colleague at Banc Of CaliforniaCottonwood, California, United States
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Darryl Ou
Colleague at Banc Of CaliforniaCorona, California, United States
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JM
Jason Maurice
Colleague at Banc Of CaliforniaHuntington Park, California, United States
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RH
Robert Hoy
Colleague at Banc Of CaliforniaHuntington Beach, California, United States
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Kevin Pichardo works for Banc of California.
Kevin Pichardo is listed as 💼 VP, Relationship Manager @ Banc of California | ⚙ Commercial Lending, Business Loans, Real Estate, Portfolio Manager, Commercial Underwriter, Wealth Management at Banc of California.
AeroLeads has found 1 work email signal at @pacwest.com for Kevin Pichardo at Banc of California.
Kevin Pichardo is based in Los Angeles Metropolitan Area, United States while working with Banc of California.
Kevin Pichardo has worked for Banc Of California, Pacific Western Bank, Commercial Bank Of California, Comerica Bank, and Goldman Sachs 10,000 Small Businesses.
Kevin Pichardo's colleagues at Banc of California include Marlon Sese, Ryan Worthington, Lidia Ricardo, Dan Bronfman, and Kelli Neustrom Sonner.
You can use AeroLeads to view verified contact signals for Kevin Pichardo at Banc of California, including work email, phone, and LinkedIn data when available.
Kevin Pichardo holds Bachelor'S Degree, Finance, General from California State University, Long Beach.
Kevin Pichardo is listed with skills including Financial Analysis, Finance, Economic Forecasting, Investment Management, Valuation, Statistics, Microsoft Excel, and Data Analysis.
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