• Credit Analyst, HELOC

    ID
    2019-7885
    Job Locations
    US-CA-San Francisco
    Category
    Lending
  • Overview

    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

    Eagle Lending is responsible for student loan refinancing, professional loan programs, home equity lines of credit and small business loans. We provide high-touch service and customized products designed around our client’s needs. From refinancing your student loan debt to buying your first home, our team is leading the way for innovation at First Republic.

    Responsibilities

    What you'll do as a Credit Analyst, HELOC:

    • Process loan applications and ensure turnaround time requirements are met.
    • Ensure that all documentation required for the file is obtained and that the file is complete.
    • Process and communicate adverse action decisions with the sales team and prepare notices and mailings as required.
    • Assist in monitoring the existing portfolio to ensure quality credit and avert any potential signs of default.
    • Assist with the loan portfolio by running credit applications and assembling loan files.
    • Assist in identifying any improvements or changes we can make to the loan process to establish a best practice and make the processes we have in place more efficient.
    • Additional responsibilities include the following: 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.

     

    Qualifications

    What skills you'll use:

    • 1-2 years experience in banking or financial services required.
    • Experience with financial/credit analysis including reviewing financial statements desired.
    • BA/BS required with concentration in business or finance preferred. 
    • Exceptional communication skills (verbal and written).
    • Flexibility to adapt and able to manage multiple assignments while working independently.
    • Excellent organizational/analytical skills with a problem-solving mindset.
    • Enthusiastic and energetic approach to getting the job done.
    • Must be a team-oriented individual with willingness to assist in training and development of new team members and/or contractors.
    • Enjoys working in a fast-paced and collaborative start-up environment.
    • Advanced familiarity with Word, Excel, PowerPoint and MS Access.Must be able to travel in a limited capacity.

     

    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.

     

     

     

     

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