• Portfolio Quality Specialist

    Job Locations
    US-CA-San Francisco
  • Overview

    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 PLP & Eagle Lending:

    Eagle Lending is a business group focused on leveraging technology to bring in the next generation of clients to the bank. We offer five different loan products that we believe are phenomenal bridges to build relationships with our clients. The Professional Loan Program team is a key component of the Eagle Lending group at First Republic. 


    First Republic has a long history of partnering closely with the Private Equity and Venture Capital industries, and the Professional Loan Program (PLP), plays a pivotal role in deepening our ability to serve our client firms and their needs. Through the Professional Loan Program, we offer tailored loan programs to enable employees of our PE and VC firm clients to personally co-invest into the funds being raised by their firms. Another component of PLP is offering loans or lines of credit to prospective partners at professional service firms, to finance their partnership equity purchases. 


    About the Role:

    The Professional Loan Program (PLP) Portfolio Quality Specialist will assist the Credit Analysts and Eagle Lending Relationship Managers in the ongoing collection of financial reporting requirements and monitoring of borrowers for covenant compliance. The ideal candidate will have one year of banking experience and maintain a basic understanding of commercial financial information and loan legal documentation. Due to the complexity of the transactions, attention to detail is important.



    • Monitor existing credit facilities for financial and reporting covenant compliance.  Review the covenant log to ensure receipt of updated financial information and on-going covenant compliance.  Upon instruction from Eagle Relationship Managers, notify Borrower and Guarantor when reporting is late. Work with Analysts and supervisor to set priorities, communicate status, remove roadblocks, and escalate red flags.
    • Work with Loan Monitoring Group to validate the onboarding of new programs into the reporting database by reviewing entity formation documents, loan documents, and credit narratives.
    • Monitor news for events impacting Borrowers and Guarantors and conduct research on specific industries or companies to assist Analysts and supervisor.
    • Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient.
    • Develop the ability to analyze credit reports, personal financial statements, and consumer liquidity statements. Eventually learn to spread business financial statements and individual tax returns.
    • Assist in identifying loan documentation errors and suggesting process improvements.
    • Performs other duties and projects as required or assigned by supervisor.
    • Be or become proficient in Microsoft Office (Word, Excel, Access, Outlook), AFS Level III, OnBase, Eagle Reports, and Moody's.


    • Outstanding verbal, written, and interpersonal skills.
    • Polish and self-assurance, coupled with enthusiasm and energetic approach to getting job done.
    • Exceptional attention to detail and critical thinking skills
    • Excellent time management, prioritization, and organizational skills
    • Ability to work effectively and flexibly in a team environment, while assuming individual responsibility.
    • Provides extraordinary service and furthers the First Republic Bank culture and values.
    • Proficient in Microsoft Office Suite (Word, Outlook Access)
    • Strong working knowledge of Microsoft Excel
    • BA/BS required with concentration in business or finance preferred.
    • 1-2 years of banking and lending or database experience preferred.


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