Manager - Lending Strategy

Job Locations
US-CA-San Francisco


At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued at First Republic. 


Incredible teams doing exceptional work, every day.

Within the Lending Strategy, Products & Sales Department of First Republic, you will be part of a team that is integral to the Bank’s mortgage origination and balance sheet management activities through its contributions to our Secondary Marketing area. We monitor the mortgage market and recommend strategy, provide the Bank’s daily mortgage loan pricing, create new loan products, sell all loan assets for the Bank, manage pricing and products in multiple systems, and work collaboratively with Loan Teams and Executive Loan Committee to facilitate loan originations and successful secondary market transactions.


Working with Lending Strategy?

The Lending Strategy team delivers interconnected tools and technology to support a high touch, personal driven client experience that complement and enhance the highly human experience of obtaining an FRB Mortgage.


What you'll do as Manager - Lending Strategy:

  • Develop technology strategy around sales and client engagement
  • Build and maintain sales tools to enhance the mortgage lending process
  • Interface with external vendors and ensure we employ an industry leading, modern mortgage technology stack
  • Provide exceptional service to other departments at First Republic Bank

This role will work with the Senior Director of Lending Strategy and the Lending Strategy team to drive the digitization of the residential mortgage platform at First Republic Bank. This individual will independently lead projects end to end, from issue identification, solution development, communication, rollout, and post deployment maintenance. The ability to take a concept from idea to execution while navigating an organization is critical. The role will have a considerable amount of autonomy and requires work across lines of business, development teams, and third-party vendors to accomplish their goal of releasing new products and ideas and the ability to manage via influence is essential. You will develop and manage product roadmaps, see the big picture as well as dig into the details.


You could be a great fit if you have:

  • 3-6 years of experience in a strategy, investment banking, product management, or management consulting role.
  • Financial services or mortgage experience preferred
  • Experience working with complex or highly regulated products
  • Experience leading projects or work streams where you had management responsibilities.
  • Excellent communication and relationship-building skills.
  • Self-directed and independent – comfortable with ambiguous or uncertain environments
  • Strong aptitude for technology and its commercial application


Job Demands:

  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.


Own your work and your career - apply now

Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.


We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability—that’s the First Republic way. Come join us!


This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.


First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.


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