Transactional Paralegal

Job Locations
US-CA-San Francisco


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

We are seeking talented candidates for a position in the Legal Department as a Transactional Paralegal providing legal support to the commercial lending business and closing department. As the team is fast-moving and services all levels of the Bank, the ideal candidate will be highly organized and can navigate the organizational infrastructure to independently solve and resolve problems. Work is generally of a critical or confidential nature and requires a broad working knowledge of departmental and company practices and policies, as well as the ability to use critical thinking and solid judgment to make quick decisions.


What you’ll do as a Transactional Paralegal:


Under general supervision and acting on own initiative and direction, responsibilities include, but are not limited to:


  • Providing legal support to the Bank’s attorneys and internal client groups in the commercial lending space and commercial closing department.
  • Assisting lawyers and closing department with closing services.
  • Reviewing and negotiation of Subordination and Non-Disturbance Agreements and Estoppels.
  • Assisting with document preparation (preparing memos, presentations, emails, letters, and surveys), and editing, reviewing, and drafting agreements.
  • Distributing draft documents to outside counsel and internal clients.
  • Reviewing entity documents (e.g., corporate resolutions, bylaws, operating agreements, etc.)
  • Researching and analyzing legal regulations using statutes, case law, legal articles, and regulatory sources.
  • Reviewing and maintaining Nondisclosure Agreements.
  • Helping process invoices from outside counsel and legal vendors.
  • Responding to internal client questions.
  • Leading and managing projects, as assigned by attorneys and senior paralegal. 

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 potentially 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.
  • Paralegal Certificate (plus if you are or are willing to become a certified notary public).
  • 3+ years of paralegal experience or relevant experience in a legal environment preferred.
  • 2+ years of prior experience in real estate, financing, corporate, and/or other transactional legal work.
  • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment.
  • Ability to prioritize work effectively under tight deadlines and maintain communication with attorneys regarding project status.
  • Strong interpersonal skills to interact effectively with peers, clients, attorneys, and other business and compliance professionals.
  • Self-motivated and dependable.
  • A relationship builder.
  • Strong analytical skills with high attention to detail and accuracy.
  • Excellent legal research skills and experience in Bloomberg Law and/or Westlaw.
  • Highly proficient in Microsoft Office programs, specifically Word, Outlook, Excel, and PowerPoint.
  • Work is generally of a critical or confidential nature; discretion with confidential information is necessary.
  • Knowledge of federal and state legislative and regulatory processes preferred.
  • General familiarity with trusts is a plus.


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 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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