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Your Financial Partner for Life

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Jumbo Mortgage Loans

At The Private Bank, we recognize that choosing the right mortgage is another important part of your overall financial picture. That's why we offer innovative mortgage solutions designed with the most sophisticated homebuyers in mind. So whether you're purchasing or refinancing your primary residence or vacation home, we can customize a solution that fits your specific needs and situation.

Mortgage Options

With guidance from your Private Banker and the support of a team of dedicated financial specialists, you can choose from a variety of options for residential mortgages###DISCLAIMER:2_0 Loans Subject To Short###, including:
  • Jumbo Mortgages Up to $5 Million###DISCLAIMER:2_0 Minimum Credit Score###:   Higher amounts reviewed on a case-by-case basis
  • Fixed-Rate Mortgages:   A fixed rate of interest for the life of the loan protects against rising interest rates
  • Adjustable-Rate Mortgages:   Fully-amortizing or interest-only###DISCLAIMER:2_0 Interest-only mortgage payment### payment options available, both with initial fixed-rate payment periods of up to 10 years###DISCLAIMER:2_0 Amortizing and Interest Only ARMs###

Private Bank Relationship Rewards Mortgage Program###DISCLAIMER:2_0 PB Qualifying###

This innovative mortgage program rewards clients for the entire breadth of their relationship with mortgage rate or fee discounts based on product type and eligible combined balances with Union Bank and/or our investment subsidiaries. ###DISCLAIMER:2_0 Investment Services - Private Bank###

Eligible Combined Balances###DISCLAIMER:2_0 Minimum Credit Score### Mortgage Rate Discount (off published rates
for Portfolio Products)###DISCLAIMER:2_0 Rate Discount###
OR
Fee Discount
(off published rates for Saleable Products)###DISCLAIMER:2_0 Fee Discount###
$250,000 - $999,999 0.125%   0.500 percentage points
$1,000,000 - $1,999,999 0.250%   1.000 percentage points
$2,000,000 - $2,999,999 0.375%   1.500 percentage points
$3,000,000+ 0.500%   1.500 percentage points

We also provide comprehensive personal and business financing options that fit your lifestyle.
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Investments
Access solutions tailored to your investment needs through our subsidiaries.