Lisa Salzman

Experience

• 

  Bank of Boston Corporation

  Sept 1986 - Sept 1995

  Commercial Banking Relationship Officer

  Participated in a 2-year loan officer development training program in order to be a full-service commercial banking relationship manager. Worked as a commercial loan officer for the bank in Boston, Paris and London for multinational companies.

• 

  North Carolina Hillel

  Jul 2011 - Sept 2012

  Development Coordinator

  Fundraising and donor relationship development in support of Jewish students and Hillels on campuses in North Carolina

• 

  Square 1 Bank

  Jun 2013 - May 2019

  Inaugural training professional for Square 1 Bank's analyst program. Responsible for creating and delivering Credit Compliance training and Portfolio Management processes to new bank analysts and client managers. Assisted Credit Administration team in promoting consistency and adherence to bank policy. Managed six portfolio analysts who support Sq1's New York and Boston offices. Responsible for training analysts in compliance skills, managing work flow, assisting in underwriting of existing and proposed clients and generally ensuring accurate and ongoing credit monitoring of the bank's credit exposure in these portfolios. Managed analysts responsible for 70 clients and ~$150MM in credit outstandings. Managed credit underwriting and overall covenant compliance for new and and existing Square 1 Bank clients in the New York tech portfolio. Assisted various Sq1 offices with new credit underwriting.

  • Credit Administration Officer - Training

    Feb 2018 - May 2019

  • Team Lead, Northeast Tech Lending

    May 2015 - Feb 2018

  • Senior Analyst

    Feb 2014 - Apr 2015

  • Portfolio Analyst

    Jun 2013 - Feb 2014
• 

  Pacific Western Bank

  May 2019 - Nov 2023

  Manage analysts in Pacwest's Fund Finance team, provide credit training and general development support for Technology, Life Sciences and Fund Finance analysts, and seek opportunities to enhance portfolio management. Coordinate onboarding and new hire training, assist in analyst hiring and career development, promote best practices related to Venture Bank policies and procedures and support senior management. Responsible for new credit analyst training, staffing and career development. Promote communication and consistency among 30-member analyst team nationwide regarding venture banking procedures. Assist senior management in organizational development initiatives.

  • Vice President - Credit Administration - Training

    Apr 2021 - Nov 2023

  • Assistant Vice President - Credit Administration Officer - Training

    May 2019 - Mar 2021
• 

  Banc of California

  Dec 2023 - now

  Vice President - Credit Administration/Portfolio Management

  Manage Banc of California's Fund Finance analyst team, promote analyst development and training and support overall portfolio management. Assist in analyst hiring and career development, promote best practices related to Venture Bank policies and procedures and support senior management.