First Republic Bank

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Business Analyst, Student Loan Refinancing

Business Analyst, Student Loan Refinancing

Job Locations 
US-CA-San Francisco

More information about this job


About First Republic:

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.


About the Role: 

The Eagle Lending Business Analyst is responsible for the requirements gathering and implementation of various projects across the Eagle Lending department, with a large focus on our high-growth "All-In-One" Student Loan Refinancing product. The candidate must be able to identify and investigate problems outlined by the business and technical teams, then drive towards solution implementation. The candidate must have experience with software implementations, including disruptive technology and iterative methodologies (Agile, Scrum). The ideal candidate will have a solid blend of technical and personal/ negotiation skills and a team player.


Eagle Lending is a fast-growing team at First Republic focused on leveraging technology to bring on the next generation of clients to the bank. To learn more about Eagle Lending, check out our full product suite through the links below:






  • Lead business analysis effort for major software development and integration projects.
  • Identify and work through ambiguities, then write and update relevant artifacts such as requirements, solutions architecture, activity/ workflow diagrams, use cases and data dictionaries.
  • Participate in requirements gathering specification sessions for Eagle Lending projects. Identify deliverable assets and content, and ensure that business/ stakeholders provide correct and accurate information in a timely fashion. Identify standard or reusable requirements.
  • Act as an interface between business units, technology teams and support teams. Interface with vendors and third-party partners.
  • Partner with UI/ UX and Marketing teams to ensure that the products represent the business effectively.
  • Understand business process management and business requirements of the customers and trace them to specific software requirements.
  • Collect, evaluate and compress data and information from multiple sources, resolve conflicts and differentiate between actual and required user needs.
  • Keep abreast of regulatory, legal and industry best practices to maintain compliance and an appropriate level of risk, particularly related to internet security. Partner closely with leadership of Audit, Enterprise Risk Management, Information Systems, Information Security and Compliance/ Legal to develop and recommend related risk management activities.
  • Disclaimer: Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.



Education/work experience:

  • Undergraduate degree required
  • 5+ years’ experience working as a Business Analyst, preferably with financial systems experience. Experience with lending products is a plus.
  • Solid understanding of software development lifecycle, from initial business requirements to application sunset.
  • Willingness to work in a demanding, dynamic, ever changing environment
  • Solid background in technical documentation writing and editing
  • Experience working with diagramming tools
  • Experience working with mobile applications (for phones, tablets, and phablets)
  • Strong understanding and experience in executing complex software projects in the enterprise environment.

Professional skill/ competency:

  • Proficient with business analysis, planning, and decision making
  • Very strong analytical skills across diverse business disciplines – financial, organizational behavior, statistical
  • Strong business orientation with broad experience with banking processes, technology and change initiatives

Leadership skill/ competency:

  • Demonstrated leadership, planning, and managerial skills with ability to contribute broadly at an management level
  • Pragmatic with an ability to generate trust and build alliances across business and functional lines
  • Consistently demonstrates and follows high standards of integrity in business decision-making

Personal skill/ competency:

  • Strategic perspective and business acumen.  Looks toward the broadest possible view of an issue/ challenge; can easily pose future scenarios; can think globally about all aspects of the bank; can discuss multiple considerations of an issue and forecast them into the future; understands how the bank works, competes, serves clients, and generates shareholder value
  • Communication skills.  Demonstrates excellent communication and interpersonal skills; able to communicate clearly and concisely in a variety of settings and styles; is effective in a variety of formal presentation and meeting settings; commands attention and can manage group process during presentation/ discussion
  • Change management.  Gains support for change by providing context and responding with sensitivity to concerns; takes initiative to recommend/ develop innovative approaches to getting things done
    Negotiation skills.  Negotiates skillfully in tough situations with internal and external groups; can be both direct and diplomatic
  • Peer relationships.  Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration



  • 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 calls 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.
  • Must be able to travel in a limited capacity.



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