First Republic Bank

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Secondary Marketing Associate, Lending Strategy

Secondary Marketing Associate, Lending Strategy

Job Locations 
US-CA-San Francisco

More information about this job


First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.


We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.


The Lending Strategy, Product & Sales Department of First Republic Bank provides pricing to the Bank, establishes and maintains relationships with potential loan purchases, sells any and all loan assets for the Bank, creates loan products, monitors the mortgage market, and works with Relationship Managers, Loan Terms, and Executive Loan Committee in order to facilitate the origination of residential, multifamily, and commercial real estate mortgages.


  • Maintain and develop analyses pertaining to the loan portfolio
  • Provide timely delivery of formalized reports in addition to ad-hoc reports and analysis
  • Disseminate relevant financial news and market color to the department, Loan Teams and other bank employees
  • Secure and verify terms of confirmation of sale from investor and distribute to the appropriate departments
  • Enhance existing processes through efficiencies such as sourcing improvements, automation, and migration to production solutions
  • Assist in on-going investor relationship management and new business development efforts
  • Develop detailed documentation of processes and procedures pertaining to operational functions
  • On an as needed basis, assist Loan Teams with rate lock and loan program questions/ execute rate lock functions in Loan Origination System
  • Assist with any and all projects as needed for the Department (i.e. software implementation, changes to loan programs, and departmental changes due to regulatory requirements) when necessary.
  • Perform duties & responsibilities specific to department functions & activities.
  • Performs other duties & responsibilities as required or assigned by supervisor.
  • Additional responsibilities include:  (1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) (2) Adhering to Bank policies and procedures, (3) completing required training, (4) identifying and reporting suspicious activity to the AML Officer, and (5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.



Skills, Knowledge & Abilities:

  • College degree-Emphasis in Business, Economics, Finance is a plus but not required
  • Familiarity with mortgage lending or banking environment a plus
  • Excellent communication and interpersonal skills
  • Excellent quantitative and qualitative analytical skills
  • Aptitude for detail and a strong commitment to accuracy
  • Ability to summarize complex business problems for different audience levels with clarity and brevity
  • Adept at working in a fast-paced, high-energy environment
  • 2-4 years of applicable work experience
  • Advanced knowledge of Microsoft products

Mental/Physical Requirements:

  • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and preform basic arithmetic accurately and correctly
  • Vision must be sufficient to read data reports, manuals, and computer screens
  • Hearing must be sufficient to understand a conversation at a normal volume, including telephone call and in person
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time
  • May be required to lift 25-50lbs.



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