• Secondary Marketing Analyst

    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
    In Lending Services, we document and fund all loans for First Republic. We’re responsible for servicing bank and investor loan portfolios, as well as responding to client and loan team inquiries. The team also supports sales staff in workflow processes, product development, training and compliance. Additionally, we support lending-based systems and vendors and manage technology projects across First Republic product lines.




    Common goals, uncommon potential

    The secondary marketing group within The Lending Strategy, Products & Sales Department establishes and maintains relationships with institutional buyers of residential and commercial real estate loans, executes loan trades, generates structured finance opportunities, monitors the mortgage market, provides input for daily loan rates, and sources liquidity for new loan products. The primary focus of this Analyst position will be to support the commercial real estate loan sales platform with secondary duties supporting the sales of other loan asset classes that may include residential loans, construction loans, student loans, and business banking capital call lines.


    What you'll do as a Secondary Marketing Analyst

    • Assist in on-going institutional investor relationship management and new business development for the sales of commercial real estate loans..
    • Develop analytical methodology for monitoring the commercial real estate loan portfolio.
    • Review comprehensive credit approval packages and prepare commercial real estate loan offering documentation and due diligence materials..
    • Research, create, and implement new commercial real estate loan programs.
    • 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.
    • Ability to problem-solve and exercise independent judgement while displaying a high degree of initiative and accuracy.
    • Enhance existing processes through efficiencies such as sourcing improvements, automation, and migration to production solutions.
    • Develop detailed documentation of processes and procedures pertaining to operational functions.
    • 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.


    You could be a great fit if you have:

    • Bachelor’s degree required, emphasis in Business, Economics, Finance is a plus but not required
    • Understanding of commercial real estate loan processes and secondary market execution and familiarity with banking environment
    • 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 Excel and proficient in other Microsoft products

    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.



    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.


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