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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