SBA Business Development Officer

The Role: SBA Business Development Officer

The Location: California

Reports To: SBA Sales Director

Make a Difference Where It Matters Most

At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.

We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.

Your Opportunity: SBA Business Development Officer

The SBA Business Development Officer (BDO) is responsible for sourcing, developing, and closing SBA 7(a) and 504 lending opportunities that support the growth of small businesses within the Bank’s target markets. This role proactively identifies and cultivates relationships with business owners, commercial real estate investors, referral partners, brokers, and centers of influence to build a strong and sustainable lending pipeline. The BDO guides clients through the full SBA lending process, underwriting preparation, structuring, documentation, and funding, while ensuring transactions align with SBA program requirements, internal credit standards, and the Bank’s risk appetite.

Through disciplined business development activity and a consultative approach, the BDO plays a critical role in expanding the Bank’s SBA portfolio, strengthening credit quality, and elevating CalPrivate’s presence as a trusted partner for small business financing. The impact of this role extends beyond originations; by fostering strong external relationships and partnering closely with internal teams including Credit, Closing, Operations, and Deposit Services—the SBA BDO helps deliver a seamless and high-touch client experience. Their contributions directly support departmental growth, enhance fee and interest income, and reinforce the Bank’s mission to provide distinctly different, relationship-driven financial solutions that enable businesses to thrive.

What You’ll Do

AML/CFT/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 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.

Who You Are

Experience & Expertise

Mindset & Values

Physical Demands

Why CalPrivate Bank?

This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do.

If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?