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Careers

Job Openings

Applying for a position

CalPrivate Bank values the strong relationships our employees build with our clients. Joining our team, will create opportunities for your personal and professional growth.  We currently have job opportunities available in the banking and support positions as listed below.

 

Interested individuals should submit a cover letter and resume to via email, indicating the position of interest.  We appreciate your interest in employment with CalPrivate Bank!

Available Positions

Senior Loan Processor

Client Services Officer
Location:  Senior Loan Processor
Department:  Credit Administration

Reports To: Loan Administration Manager
Salary Range: TBD
FSLA Status: Non-Exempt

 

Job Summary:

 

Process, document and close commercial real estate, business and line of credit loan transactions. Search and perfect all types of real estate and UCC collateral. Utilize document drafting software efficiently and effectively. Work closely with BDO’s and Loan Officers to manage pipeline and close transactions within required deadlines. Provide all necessary support to Lending department to originate and manage existing portfolio.

 

Duties & Responsibilities:

 

  • Primary loan support for Underwriters, Loan Officers and Credit Administration
  • Work with brokers, borrowers, escrow and Loan Officer to ensure smooth closing
  • Work with Borrower and/or Broker to obtain a complete application including financials, collateral and vesting data, collateral searches, etc.
  • Review and address title exceptions
  • Monitor for reg B compliance, send out denial letters
  • Ensure up front RESPA/GFE disclosures are correct (as applicable)
  • Maintain current pipeline at all times
  • Responsible for adherence to all loan related compliance laws and regulations; cooperation with compliance related reporting and regulator exam related follow up
  • Prepare loan documents, coordinate signing and recording
  • Scan and maintain all pre-closing loan file data
  • Review all entity due diligence information, ensure due authority
  • Timely and thorough administration of loans
  • Follow up for receipt and completion of all information in a timely manner
  • Special projects as assigned
  • Work with Loan Servicing Department for the accurate and timely booking of new loans
  • Accurately calculate and collect all funds to close loans

 

BSA/AML/Compliance Responsibilities:

Complete required documentation for new accounts including collection of required customer documentation, identification and information as required by the Bank’s CIP program. This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

 

Qualifications:

 

Must have 3+ years’ direct commercial and/or multifamily real estate loan processing experience with at least 2 years LaserPro documentation experience. Computer skills required include good working knowledge of word processing and spreadsheet applications.

Skills Needed:

 

  • Good mathematics, reasoning, oral comprehension skills
  • Excellent organizational and time management skills
  • Excellent oral and written communications skills
  • Active listener
  • Must consistently provide the highest level of customer service
Relationship Manager/Senior Relationship Manager

Relationship Manager/Senior Relationship Manager
Location:  San Diego, Newport Beach, Beverly Hills
Status:  Full Time

 

Job Summary:

 

Develops and manages a portfolio of Bank clients in market area.  Determines customer’s banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers.  Represents the Bank in a professional courteous manner at all times.  The Senior Relationship Manager position is responsible for developing and managing more complex banking relationships.

 

Duties & Responsibilities:

 

  • Develops and manages a portfolio of clients ranging from credits to deposit only relationships.
  • Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships.
  • Provides financial advice to clients and identifies and sells appropriate bank products and services as needed.
  • Builds strong relationships with referral sources, centers of influence, etc.
  • Works with business development staff, lenders and underwriters to structure loans.
  • Responds to client inquires in professional and knowledgeable manner.

 

Qualifications:

 

A minimum five years of banking experience including business development and relationship management skills.  Knowledge of Bank policies and procedures and regulatory compliance.  Ability to effectively sell bank products and services.  Possesses credibility and professionalism when working clients.  Ability to close business.

 

Core Competencies:

 

  • Sales Effectiveness, Persuasive Skills, Client Focus, Technical Skills, Problem Solving, Planning/Organizing, Judgment, Team Work, Composure, Strong Verbal and Written Communication Skills, Quality and Accuracy of Work
Senior Servicing & Quality Control Specialist

Senior Servicing & Quality Control Specialist
Location:  La Jolla, California
Department:  Loan Servicing

Reports To: Loan Servicing Manager
Salary Range: TBD
FSLA Status: Non-Exempt

 

Job Summary:

Responsible for performing a variety of servicing functions for all loan types including Commercial and SBA. Performs loan boarding, maintenance, advances, payments and construction disbursements. Provide all necessary support to Lending department to originate and manage existing portfolio.

 

Duties & Responsibilities:

 

  • Post boarding callback of new and renewing loans.
  • Review DCI iCore system to ensure data integrity by comparing the boarded loan against the Credit Memo approval and loan documentation to ensure accuracy.
  • Daily report reviews and callback of daily loan servicing maintenance and transaction postings.
  • Tracks corrections by assigning to responsible party and monitoring timely correction of the same.
  • Tracks Insurance for property/liability/flood/personal property, etc.
  • Loan Maintenance
  • Rate maintenance
  • Board complex loans
  • General ledger balancing
  • Monitor and process special handling accounts
  • Timely 1502 report preparation/remittance
  • Prepares, review and/or approve Demands for payoffs
  • Process loan payments
  • Participated Loan Servicing
  • Process verification of credit
  • Answers incoming phone calls from customers, inquiries from other departments and branches providing excellent customer service
  • Special projects as assigned

 

BSA/AML/ Compliance Responsibilities:

 

This position includes indirect interaction with customers therefore includes some responsibilities relating to BSA/AML. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

 

Qualifications:

 

The employee must have a minimum of 3 years Commercial or related loan servicing experience. Computer skills required include good working knowledge of Microsoft Word, Excel and Outlook. ICore system knowledge a plus.
Must have prior experience in reviewing new and renewing commercial loans, post boarding & funding for approval, completeness and accuracy.
Callback commercial loans by comparing systems posting against credit approval and documentation.

 

Skills and Competencies:

 

  • Good mathematics, reasoning, oral comprehension skills
  • Excellent organizational and time management skills
  • Excellent oral and written communications skills
  • Active listener
  • Must consistently provide the highest level of customer service
  • Must possess a positive, can-do attitude

 

Problem Solving:

 

  • Identify and resolve problems in a timely and accurate manner
  • Gather and analyze information prior to completing a task
  • Takes ownership of tasks, including follow through to completion
  • Possess a willingness to do what it takes to get the job done

 

Quality Management:

 

  • Strong ability to multi-task and manage shifting priorities and accomplish tasks accurately and in a timely manner
  • Understands and applies the appropriate level of urgency to job/tasks and meets tight deadlines

 

Communication:

 

  • Ability to effectively present information and respond to questions from other employees, managers, clients, customer and vendors
  • Responds well to questions and relays answers clearly with a high degree of professionalism

 

Judgment:

 

  • Strong ability to exercise/demonstrate good judgement and sound decision making
  • Can prioritize projects and shift attention among changing tasks and priorities.
  • Included appropriate people in decision-making

 

Teamwork:

 

  • Actively contributes to building a positive team spirit
  • Balances team and individual responsibilities
AP Accounting Assistant

AP Accounting Assistant
Location:  La Jolla, California
Department:  Accounting

Reports To: Controller
Salary Range: TBD
FSLA Status: Full Time Hourly – Non-Exempt

 

Job Summary:

The AP Accounting Assistant will report to the Controller. Responsibilities for this position include accounts payable, depreciation of fixed assets, monthly prepaids, FR2900 reporting, year-end 1099-Misc forms for vendors and various other accounting related monthly certifications and general ledger entries.

 

Duties & Responsibilities:

 

  • Accounts Payable (AP) – process invoices (including branch and department allocations), complete a check run at least weekly, distribute checks and maintain vendor files. Collect Form W-9s for all vendors and code the vendors that should receive a 1099 Misc form at year end.
  • Fixed Assets – use Accounting Policy to determine whether an item paid through AP could be capitalized, determine the asset type, add new assets to software, run depreciation monthly and balance total net fixed assets to general ledger each month.
  • Prepaids – use Accounting Policy to determine which expenses could be considered prepaids, add new prepaid items to the software and amortize monthly. Certify the software prepaid total matches the general ledger monthly.
  • 1099-Misc Forms – Annually, file with IRS and send 1099-Misc forms to vendors.
  • FR2900 – prepare and file the Report of Transaction accounts, Other Deposits and Vault Cash weekly or quarterly as required.
  • Property Taxes – Prepare and file Property Tax Statements for each office annually.
  • GL Balance Sheet certifications – Organize, prepare and monitor the Bank’s monthly GL Certification process.
  • Retention – Prepare boxes and track off-site storage for the Accounting area.
  • Training – Complete bank training as required, stay abreast of new core system and AP/FA software updates. Attend classes related to job function.
  • Post monthly/weekly GL entries as requested.
  • Provide information and support to auditors as requested.
  • Assist the Controller and CFO as requested.

 

Qualifications:

 

  • A college level course in accounting or finance preferred; or three to five years related experience and/or training; or equivalent combination of education and experience
  • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or regulations
  • Ability to write reports, business correspondence and procedures
  • Ability to effectively present information and respond to questions from other employees, managers, clients, customers and vendors.
  • Ability to work with mathematical concepts in order to accurately process invoices and general ledger transactions
  • Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situation

 

Problem Solving:

 

  • Identify and resolve problems in a timely manner
  • Gather and analyze information

 

Quality Management:

 

  • Strives for accuracy, attention to detail and follow-through
  • Looks for ways to improve processes and quality of work

 

Oral Communication:

 

  • Speaks clearly and listens and gets clarification
  • Responds well to questions and relays answers clearly

 

Judgment:

 

  • Includes appropriate people in decision-making
  • Makes timely decisions
  • Exhibits sound and accurate judgment

 

Teamwork:

 

  • Gives and welcomes feedback
  • Contributes to building a positive team spirit
  • Balances team and individual responsibilities
  • Supports everyone’s efforts to succeed
  • Recognizes accomplishments of associates

 

Technical Skills:

 

  • Pursues training and development opportunities
  • Strives to continuously build knowledge and skills
  • Shares expertise with others

 

Organizational Support:

 

  • Follows policies and procedures
  • Completes administrative tasks correctly and on time
  • Supports Bank’s goals and values
  • Strive to benefit bank through outside activities

 

Planning/Organizing:

 

  • Prioritize and plan work duties
  • Use time effectively and efficiently

 

Physical Demands:

 

  • Regularly required to talk or listen
  • Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
  • Required to sit for long periods of time
  • Occasionally required to stand and walk
  • Occasionally required to lift up to 25 pounds
  • Specific vision abilities required by this position include close vision and the ability to focus.
  • Employee may be required to travel occasionally

 

BSA/AML/ Compliance Responsibilities:

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML.  The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate.  The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer.  Additionally, the employee is required to understand and follow the Bank’s compliance program.

Product Support Officer – Treasury Management

Product Support Officer – Treasury Management
Location:  La Jolla, California
Department: Treasury Management

Reports To: Treasury Management Manager
Salary Range: TBD
FSLA Status: TBD

 

Job Summary:

Responsible for client and branch support in an E-Banking and Treasury Management (TM) environment. Sustain client retention by promoting high quality customer service and offering technical assistance and training to both commercial and retail clients. Primary for E Banking & RDC report generation and daily audit review to insure adherence to policy and procedures.

 

Duties & Responsibilities:

 

  • Provide technical assistance to new & existing E-Banking & TM clients
  • Troubleshoot and resolve issues in a timely manner while maintaining a high level of customer service.
  • Perform operational duties and system and/or account maintenance for all TM products.
  • New or existing client training on various bank system platforms and services including but not limited to online banking, bill pay, remote deposit capture and positive pay.
  • As TM services expand, participate in testing and supporting new processes & workflows. Work with Senior Treasury Mgmt. Officer and other team members to insure clean audits by following set procedures in areas of E-Banking, Remote Deposit Capture & TM products implementation.
  • Review client documentation for accuracy & completeness. Perform system maintenance and/or callback for quality assurance.
  • Report review as required for system auditing.
  • Effectively resolve problems or issues and escalate in a timely manner to optimize customer experience.
  • Participate in dept. projects by following test scripts, data validation, working closely and under the direction of the Senior Treasury Mgmt. Officer.

 

Qualifications:

 

  • High school diploma or equivalent. College coursework desired.
  • Minimum of 5 years of branch operations and/or bank operations experience in a customer service environment.
  • Minimum of 2 years of knowledge in bank processing platforms such as online banking, bill payment system, remote deposit capture and bank core processing.
  • Proficient in Spanish preferred.

 

Competencies:

 

  • Exceptional customer services skills
  • Ability to work independently in servicing treasury management clients and problem solving TM issues.
  • Intermediate knowledge of treasury management products and services.
  • Can-do attitude
  • Excellent organizational and time management skills
  • Proficient PC skills to include Microsoft Excel and Word
  • Strong ability to exercise and demonstrate good judgment and sound decision making
  • Completes work thoroughly and with a high degree of accuracy
  • Strong problem solving skills
  • Ability to coordinate and work collaboratively with internal and external contacts on a daily basis
  • Knowledge and experience to anticipate, identify and resolve problems
  • Self-motivated
  • Excellent written/verbal communication and presentation skills

 

BSA/AML/ Compliance Responsibilities:

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.