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Jobs at CalPrivate Bank (Now Hiring) — 7 open

CalPrivate Bank logoCalPrivate Bank

Chief Credit Officer

Newport Beach, California, United States · On-site

$315k–$365k/yr

Senior+$27M raised

Job Title CHIEF CREDIT OFFICER Department EXECUTIVE Reports To CEO FLSA Status EXEMPT Job Summary Manage the Bank’s overall credit quality. Participate in the development and recommendation of loan growth objective…

Skills: Credit Quality Management, Loan Underwriting, Risk Grading, Strategic Planning, Regulatory Compliance

CalPrivate Bank logoCalPrivate Bank

Relationship Officer

Newport Beach, California, United States · On-site

$69k–$90k/yr

Mid level$27M raised

CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion. Job Title Relationship Officer Department Branch Operations Reports To Branch Manager or Client Service Manager FLSA Status …

Skills: Customer Service, Cross Selling, Account Opening, BSA/AML Compliance, Treasury Management

CalPrivate Bank logoCalPrivate Bank

Accounting Analyst

Newport Beach, California, United States · On-site

$27/hr–$33/hr

Mid level$27M raised

Job Title Accounting Analyst Department Accounting – Corporate Administration Business Unit Accounting & Finance Reports To VP, Controller FLSA Status Non-Exempt Job Summary The Accounting Analyst is primarily resp…

Skills: Fixed Assets Accounting, Prepaid Accounting, Month-end Closing, Year-end Closing, General Ledger Review

CalPrivate Bank logoCalPrivate Bank

Sr. Loan Processor

San Diego, California, United States · On-site

$61k–$80k/yr

Mid level$27M raised

Job Title Commercial Senior Loan Processor Department Commercial Loan Processing – Credit Administration Reports To Commercial Loan Processing Manager FLSA Status Non-Exempt Job Summary The Senior Processor is resp…

Skills: Commercial Loan Processing, Real Estate Loan Processing, Loan Documentation, Collateral Due Diligence, Risk Management

CalPrivate Bank logoCalPrivate Bank

Sr. Payroll Administrator/HR Generalist- TEMP

Newport Beach, California, United States · On-site

$79k–$96k/yr

Senior$27M raised

CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion. Job Title Sr. Payroll Administrator / HR Generalist Department Human Resources Reports To EVP / CHIEF PEOPLE OFFICER FLSA St…

Skills: Full Cycle Payroll, Wage And Hour Compliance, HRIS Maintenance, Onboarding, Records Management

CalPrivate Bank logoCalPrivate Bank

Sr. Client Services Specialist

Coronado, California, United States · On-site

$25/hr–$33/hr

Senior$27M raised

The Role: Sr. Client Service Specialist The Location: Coronado, California Reports To: Client Service Manager Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots…

Skills: New Account Opening, Commercial Banking, Cash Handling, Problem Resolution, Regulatory Compliance

CalPrivate Bank logoCalPrivate Bank

Sr. Client Services Specialist

Beverly Hills, California, United States · On-site

$27/hr–$31/hr

Senior$27M raised

The Role: Sr. Client Service Specialist The Location: Beverly Hills, California Reports To: Client Service Manager Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep …

Skills: New Account Opening, Commercial Banking, Cash Handling, BSA/AML Compliance, Client Relationship Management

CalPrivate Bank logo

Chief Credit Officer

CalPrivate Bank

Newport Beach, California, United States • On-site

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  • $315k–$365k/yr
  • Full-time
  • bachelor degree
  • Posted 5h ago
  • ~40 hrs/week

Responsibilities

Manage the bank's overall credit quality and develop loan growth objectives, policies, and procedures to minimize loss. Oversee the underwriting process, monitor loan portfolios, and maintain effective communication with banking regulators.

Requirements

Requires a degree in Finance, Business Management, Accounting, or related field, or equivalent experience. A minimum of ten years of increasing responsibility in the financial industry with proven commercial lending management experience is required.

Full job description


Job Title

CHIEF CREDIT OFFICER

Department

EXECUTIVE

Reports To

CEO

FLSA Status

EXEMPT

 

Job Summary

Manage the Bank’s overall credit quality.  Participate in the development and recommendation of loan growth objectives, policies and procedures that meet compliance regulations and maximize yield while maintaining quality control and minimizing loss; approve and recommend loans as defined in the loan policy; represent the Bank in the banking community, promote Bank services. Maintain effective communication with banking regulators. 

Senior Executive Responsibilities

  • Most Senior Executive of the Bank in the absence of the President/CEO.
  • Provides proactive advice on risks and strategies and is essential in the determination of the strategic direction of the Bank and in the execution of the business plan in all areas of the Bank.
  • Principal spokesperson for all credit related issues including setting of Bank’s reserves, policies and products.

Duties and Responsibilities

  • Ensure acceptable asset quality through a sound underwriting process of loans presented for approval.  
  • Ensure acceptable credit standards are maintained and that loans conform to established policy, procedures and regulations for loan management; oversees the management of the Bank’s criticized and classified loan portfolios; monitor loan repayment activities and take necessary action to collect from past-due accounts
  • Monitor the lending portfolio to ensure loans are risk graded appropriately through regular portfolio reviews.
  • Establish and maintain the Loan Policy.  Periodically review and reevaluate its adequacy and effectiveness.  Communicate and interpret lending policies.
  • Responsible for ALLL monitoring and reporting.  Make adjustments to the methodology as necessary to ensure the Bank has adequately reserved for the risk.  
  • Responsible for providing communication to reporting staff regarding performance, including formal annual performance reviews. 
  • Manage and report graded credits as required per policy; responsible for all collection and foreclosure activity
  • Makes reports to Director’s Loan Committee; responsible for minutes. 
  • Prepare monthly and quarterly lending activity and portfolio condition reports for Board of Directors, committees and regulatory agencies. Keep abreast of new developments in the field of lending and regulatory/legislative requirements

  

Qualifications

  • Degree in Finance, Business Management, Accounting or related field; or five to ten years related experience and/or training or equivalent combination of education and experience.
  • Minimum of ten years at increasing levels of responsibility in position in the financial industry; proven abilities in the management and direction of a Commercial lending department. 

Skills and Competencies

  • Leadership
    1. Demonstrates passion and enthusiasm for an organization’s vision and motivates, leads and empowers others to achieve organizational goals;
    2. Demonstrates an intellectual and professional leadership style that supports the attainment of mutual respect.
    3. Ability to establish and encourage positive working relationships with key stakeholders;
    4. Ability to influence or persuade others to gain acceptance or agreement of ideas and approaches.
  • Strategy Formulation
    1. Ability to formulate strategies and policies, and create new approaches in adverse situations;
    2. Ability to take a broad based view of issues and events, and have an understanding of their long-term impact or wider implications;
    3. Ability to translate strategies into strategic an operational activities.
  • Communication and Interpersonal Skills
    1. Ability to assimilate complex issues and use appropriate communication strategies to influence wide and diverse audiences;
    2. Ability to actively listen, seek information and ask questions to ensure the understanding of underlying concerns of others;
    3. Is resilient, remains calm and deliberate under conditions of stress;
    4. Maintains a positive non-threatening presence which commands respect from staff members and stakeholders.
  • Understanding Business, Government and Industry Processes
    1. Demonstrates an in-depth knowledge of, and experience in, local and national government, business and industry processes and decision making;
    2. Politically astute and possesses a high level of business acumen;
    3. Effectively works with Governance Boards of Directors providing professional, accurate and strategic advice;
    4. Ability in implementing and delivering on Boards of Directors decisions and policies;
    5. Understands the interface between the role of directors and management.

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.

 

Related keywords

Chief Credit OfficerCredit QualityLoan PolicyALLL MonitoringCommercial LendingAsset QualityRisk ManagementBSA/AMLRegulatory ComplianceUnderwritingCredit RiskFinancial IndustryPortfolio ReviewForeclosure ActivityBanking RegulationsExecutive Leadership

About CalPrivate Bank

LinkedInVisit site

Relationships. Solutions. Trust.

Industry
Banking
Company size
201-500 employees
Founded
2006
Headquarters
La Jolla , CA
LinkedIn followers
5,571
Total funding
$27M

CalPrivate Bank and its divisions - Coronado, San Diego, La Jolla, Newport, Beverly Hills, and Private Business Capital are committed to offering customized financial solutions. The Bank's focus is to provide a Distinctly Different banking experience through unparalleled service and creative funding solutions to individuals and businesses with complex financial needs. The Bank's Private Banking team services high net worth individuals and businesses of all sizes. We offer a wide array of modern financial services, which include checking, savings, time deposit accounts and related tools. Our real estate lending group specializes in investor commercial properties, owner-occupied buildings, and construction loans. We also provide commercial loans through various portfolio and government-guaranteed programs. The Bank excels in our cross-border lending capabilities under the Export-Import Bank guarantee program. Our experienced Bankers specialize in adding value for local law firms and sole practitioners. Our shareholders, directors, management and staff are dedicated to establishing enduring banking relationships that last for generations.

Offices: 9404 Genesee Ave. Ste. 100, La Jolla , CA 92037, US

Specialty LendingBusiness AcquisitionEquipment FinancingLoansDebt RefinancingSBA LoansTreasury Management Servicesand CDARSCommercial LendingFinance
View all jobs at CalPrivate Bank

About CalPrivate Bank

LinkedInVisit site

Relationships. Solutions. Trust.

Industry
Banking
Company size
201-500 employees
Founded
2006
Headquarters
La Jolla , CA
LinkedIn followers
5,571
Total funding
$27M

CalPrivate Bank and its divisions - Coronado, San Diego, La Jolla, Newport, Beverly Hills, and Private Business Capital are committed to offering customized financial solutions. The Bank's focus is to provide a Distinctly Different banking experience through unparalleled service and creative funding solutions to individuals and businesses with complex financial needs. The Bank's Private Banking team services high net worth individuals and businesses of all sizes. We offer a wide array of modern financial services, which include checking, savings, time deposit accounts and related tools. Our real estate lending group specializes in investor commercial properties, owner-occupied buildings, and construction loans. We also provide commercial loans through various portfolio and government-guaranteed programs. The Bank excels in our cross-border lending capabilities under the Export-Import Bank guarantee program. Our experienced Bankers specialize in adding value for local law firms and sole practitioners. Our shareholders, directors, management and staff are dedicated to establishing enduring banking relationships that last for generations.

Offices: 9404 Genesee Ave. Ste. 100, La Jolla , CA 92037, US

Specialty LendingBusiness AcquisitionEquipment FinancingLoansDebt RefinancingSBA LoansTreasury Management Servicesand CDARSCommercial LendingFinance
View all jobs at CalPrivate Bank

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