Loan Reporting Analyst (HYBRID)

Job Locations
US-CA-San Francisco
Credit Administration and Approval


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

The Credit Approval & Administration team provides education, guidance, and best practices related to First Republic’s credit culture and policy.  Our team includes members of the Executive Loan Committee and Credit Administration who approve and monitor loans in accordance with our credit culture and policy.


The Portfolio Analytics Team provides data and analytics on First Republic Bank’s loan portfolio to regulators, auditors and senior management across departments.  The Reporting Analyst focuses on producing quality and timely recurring reports and processes, and collaborates with teams across the bank to improve data quality

The ideal candidate possesses strong attention to detail, logic, data analysis, and understanding of loan data structures.  This individual will be motivated by the desire to run reports and analytics to support growth and positive change.  In addition, the ideal candidate will be adept at working with partners across departments to accomplish shared objectives.   

Success is defined by managing processes in a timely and efficient manner with appropriate controls, identifying trends and nuances within the data, and working with end users to maximize the value of solutions delivered.


What you’ll do as a Reporting Analyst:

  • Assume primary responsibility for items including monthly and quarterly recurring reports that feed the Bank’s financials, regulatory reporting, loan monitoring and audit processes
  • Produce accurate reports with consistent methodology
  • Investigate data anomalies
  • Understand end user goals to provide optimal solutions
  • Become a data super user with a deep understanding of data sources and business logic
  • Manage processes independently, providing timely status updates to key stakeholders
  • Drive process improvements to strengthen controls, improve data quality, and reduce production time
  • Work with developers to automate processes


You could be a great fit if you have:

  • Undergraduate degree with a strong focus on data analysis
  • Understanding of how data is stored, queried and transformed
  • Experience working with SQL and Excel (including keyboard shortcuts)
  • Experience with data reconciliation
  • Familiarity with Snowflake, SSRS, Tableau and GitHub a plus
  • Experience in banking or financial services industry a plus
  • Ability to produce clear, concise explanations (oral and written)
  • Team player with a positive, helpful and approachable attitude
  • Keen and inquiring mind with the ability to see the big picture, yet manage to the details
  • Excellent problem-solving and critical thinking skills
  • Proactive, self-motivated, and able to operate efficiently in a fast-paced environment
  • Exceptional time management and organizational skills
  • Demonstrated eagerness to improve processes while maintaining flexibility and complying with standards

We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic. 


If you are curious to learn more about this opportunity, we'd love to hear from you.



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.


We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.


If you are curious to learn more about this opportunity, we'd love to hear from you.


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.


For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.




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