Location: Pasadena, CA
Work type: Full-time
Compensation: $139230 – $163800/yr
Location: Pasadena, CA
This role owns the strategic initiatives, operating cadence, and performance discipline of the division, ensuring growth, credit quality, operational capacity, and customer experience scale together. Reporting to the Division Head, with direct responsibility for cross functional delivery across Sales, Credit, Operations, Risk, Finance, Marketing, and Technology.
This role requires working from a bank location three or more days per week.
Basic Qualifications:
Master's degree, or equivalent work experience
10 or more years of experience in project management activities
Two or more years of managerial experience
Preferred Skills/Experience:
Expert knowledge of assigned business line or functional area
Demonstrated management and leadership skills
Strong organizational and analytical skills
Advanced knowledge of project management
Ability to identify and resolve exceptions and to analyze data
Excellent verbal and written communication skills
Experience in banking, specialty finance, SBA lending, or regulated financial services
Familiarity with Salesforce, Power BI, or similar reporting tools
Experience in strategy, business management, program management, consulting, or financial services leadership roles
Proven track record leading complex, cross‑functional initiatives in a regulated, matrixed environment
Strong analytical and financial acumen with the ability to translate data into executive‑ready insights
Executive presence and communication skills; able to influence without authority
High judgment, ownership mindset, and comfort operating with ambiguity
Experience scaling a platform or operating model during growth periods
Key Responsibilities:
Strategy Execution & Portfolio Management
Translate divisional strategy into a clear portfolio of initiatives with defined outcomes, milestones, owners, and success metrics. Own execution discipline across high‑priority initiatives tied to growth, operating efficiency, capacity expansion, and risk management. Anticipate execution risks, resource constraints, and interdependencies; proactively surface trade‑offs and recommendations to leadership.
Executive KPI Governance & Performance Management
Own divisional KPI governance and operating rhythm, including production, pipeline health, approvals, cycle times, capacity, and efficiency. Prepare executive‑level dashboards, narratives, and recommendations for the Division Head and EVP. Ensure consistent, fact‑based decision support and forward‑looking visibility for leadership.
Cross‑Functional Leadership
Serve as the central coordination point across Sales, Credit, Operations, Risk, Finance, and Technology for strategic initiatives. Drive alignment on priorities, sequencing, and accountability in a complex, matrixed environment. Facilitate executive working sessions and steering discussions with clear framing and outcomes.
Operating Model & Process Improvement
Identify and drive opportunities to simplify, standardize, and scale processes as volume grows. Partner with Credit and Operations to improve throughput, predictability, and quality while protecting credit discipline. Support change management and adoption of new processes, tools, and operating rhythms.
Team Leadership & Development
Build and manage a small strategy / execution team (1–3 resources expected within 12 months). Set expectations, coach performance, and establish a high‑ownership, outcomes‑driven culture.
Measures of Success (12–24 Months):
Strategic initiatives delivered with measurable impact on production capacity, cycle time, or operating efficiency
Trusted KPI governance and operating cadence for division leadership
Improved cross‑functional execution and reduced delivery friction
Demonstrated contribution toward sustainable progress on the $1B+ production roadmap
Compensation: $139230 – $163800/yr