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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 Accountant

Senior Accountant
Location:  La Jolla
Status:  Full Time

 

Duties & Responsibilities:

 

  • Assist in preparing the quarterly Call Report and supporting schedules
  • Prepare general ledger certifications (i.e. correspondent bank accounts, asset/liability general ledger accounts)
  • Prepare ad hoc, daily, weekly and monthly accounting/finance related reports.
  • Prepare loan and deposit board reports
  • Calculate various incentives for deposit and loan production officers
  • Assist in the month end general ledger close process including the preparation of month end journal entries.
  • Manage the Corporate Vendor process for the Bank
  • Prepare/provide information in connection with internal and regulatory audits and examinations.
  • Train as back-up for Accounts Payable, Fixed Asset/Prepaid Amortization, FR2900 Reporting, yearend 1099-M filing for vendors, and vendor management.
  • Additional tasks and responsibilities as assigned

 

Qualifications:

 

  • 5+ years Accounting Experience
  • 5+ years Bank Accounting; preferred
  • Bachelor’s degree in Accounting or Finance from an accredited university
  • Proficient in Microsoft Office Suite, including Outlook, Excel, Word and Power Point

 

Skills and Competencies:

 

  • Performs with minimal supervision. Seeks help, asks questions, observes and utilizes resources consistently
  • Excellent written/verbal communication and presentation skills
  • Excellent organizational, time management and project management skills
  • Strong analytical abilities and problem solving skills
  • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or regulations
  • Ability to write reports, business correspondence and procedures, effectively
  • 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, general ledger transactions and apply them to practical situations

 

Problem Solving:

 

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

 

Technical Skills:

 

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

 

Judgment:

 

  • Includes appropriate people in decision-making
  • Can prioritize projects and shift attention among changing priorities
  • Makes timely decisions
  • Exhibits sound and accurate judgment

 

Oral Communication:

 

  • Speaks clearly and listens and gets clarification
  • Responds well to questions and relays answers clearly
  • Team work
  • 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
  • Quality Management
  • Understands and applies the appropriate level of urgency to job/tasks and meets tight deadlines
  • Strives for accuracy, attention to detail and follow-through
  • Strong ability to multi-task and manage shifting priorities and accomplish tasks accurately and in a timely manner
  • Actively minimizes distractions to achieve the highest level of efficiency and accuracy in all aspects of the job

 

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