Teams at CalPrivate Bank

Serves as a trusted banking contact for high-net-worth and professional clients. Provides high-touch service, opens and maintains accounts, processes documentation and wires, identifies fraud risks, cross-sells relevant banking solutions, supports compliance, manages vault and cash controls, performs notary services, and travels to client locations for document signing. Requires strong knowledge of banking regulations, entity documentation, due diligence, and operational procedures.

Develops and expands relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. Provides tailored credit, deposit, and treasury solutions; manages portfolio performance and risk; structures loans; identifies cross-sell and business development opportunities; and collaborates with credit, operations, compliance, and product teams. The role also supports client service, regulatory compliance, mentorship, and strategic growth initiatives.

Manages and analyzes an assigned commercial loan portfolio, including underwriting, annual reviews, renewals, covenant compliance, risk ratings, financial monitoring, SBA servicing, reporting, and credit file documentation. Identifies emerging credit risks, maintains regulatory compliance, supports audits and examinations, and collaborates with borrowers, Relationship Managers, Credit Administration, SBA teams, and Loan Operations. The role also assists with process improvements, portfolio reporting, and timely resolution of servicing and documentation requirements.