Contingent Lending Technology Business Analyst

ID
2020-10662
Job Locations
US-CA-San Francisco
Category
Lending

 

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, lending, and wealth management. 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 here.

 

Incredible teams doing exceptional work, every day

 

In Lending Services, we document, fund, and service all loans for First Republic. Lending Services Technology leads technology initiatives for Lending Services and key stakeholders that facilitate the bank’s ability to provide exceptional service to its clients, maintain a robust balance sheet, and meet its compliance requirements. The group focuses on driving operational efficiency, upgrading technology applications, maintaining compliant documents and systems, and providing end-user training and support for core Lending applications.

 

Lending Services is looking for a motivated, experienced Business Analyst to join the Technology team. The BA will report to the VP, Lending Technology and will primarily be responsible for removing road blocks to the full implementation of a new electronic documentation platform for residential loans, both operational and technological. Solutions will include process changes, technology enhancements, change management and close collaboration with the vendor, FRB teams, and external closing agents. The candidate is expected to be a self-starter requiring minimal oversight, work autonomously, be results oriented and have a strong sense of teamwork and flexibility.

 

What you will do as a Contingent Lending Technology Business Analyst:

  • Provide project support by performing the following tasks:
    • Work with IS, IT, and Lending Technology team members and vendors to analyze current and proposed processes, workflows and systems
    • Identify pain points with the current process/identify opportunities for improvement
    • Develop a plan to achieve maximum utilization of the eClosing platform
    • Coordinate with the FRB loan origination and closing teams to implement process changes
    • Coordinate with teammates on the Lending Services Technology team to implement technology changes
    • Coordinate with FRB Enterprise Architecture, Information Security, and vendor to address technology gaps
    • Represent the team by serving as a key contact for the business unit, technical vendors, and other SMEs on the project team
    • Provide regular status reports
  • Act as testing lead:
    • Identify effective testing strategies
    • Create test scripts for all process, implementation and systems enhancements
    • Work with testers to coordinate reporting of identified issues and document/report re-testing results
    • Coordinate testing efforts with UAT team
    • Work with vendor and/or internal teams to report testing results and coordinate re-testing as needed once new code is put into place
  • Prioritizate work requests:
    • Identify immediate and longer-term needs
    • Prioritize needs based upon impact to utilization of the eClosing platform, cost, and ability to deliver
    • Maintain up-to-date priority and planning decisions in department tracking application
  • Develop and document operational procedures to support improved products, processes, tool and measurements.
  • Create project materials such as work plans, status reports, executive presentations, meeting notes etc.
  • Develop documentation for users and training purposes
  • Participate in all workstream meetings. Recommend solution options with clear and concise language appropriate for each audience
  • Maintain detailed records in the form of meeting notes, project forms/templates, policy and procedure updates, documentation of key decisions and exceptions, all in forms that can be easily accessed and store on project share point site.
  • Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
  • Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.

 

You could be a great fit if you have:

  • Bachelor’s Degree
  • 1-2 years of experience in loan closing, mortgage lending and/or eSigning
  • 3-5 years experience leading system enhancement and solutions architecture projects
  • 3-5 years experience leading organizational change
  • Business process redesign and/or technology optimization thinking
  • Strong analytical skills supporting: cause and effect thinking, future impact assessments, up and downstream considerations, streamlined processing, cost/effort/return analysis, among others
  • Strong creative problem-solving skills
  • Ability to work independently and with teams of varying sizes, typically from two to five core team members - includes ability to challenge and drive while also motivating and encouraging
  • Quick learner and ability to manage multiple priorities
  • Excellent verbal and written communication skills
  • Demonstrated skills in organization and strong attention to detail
  • A client-service orientation
  • Commitment to meeting deadlines
  • Ability to deal with ambiguous situations
  • Ability to adapt to change, think creatively and excel in a fast paced, agile environment that depends on critical thinking and strong problem solving capabilities
  • Ability to work some evenings and weekends

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 video conferences.

Own your work and your career — apply now

 

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.

 

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.

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