• 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
    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 Teams, and Executive Loan Committee in order to facilitate the origination of residential, multifamily, and commercial real estate mortgages.


    Common goals, uncommon potential

    The Secondary Marketing group within the Lending Strategy, Product and Sales Department establishes and maintains relationships with institutional buyers of residential and commercial 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.


    As an Analyst on this team, you will be focused on supporting the commercial real estate loan sales platform with secondary duties related to 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

    • 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
    • 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


    You could be a great fit if you have:

    • A 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
    • Advanced quantitative and qualitative analytical skills
    • An aptitude for detail and a strong commitment to accuracy
    • The ability to summarize complex business problems for different audience levels with clarity and brevity
    • An aptitude for working in a fast-paced, high-energy environment
    • 3-5 years of applicable work experience
    • Advanced knowledge of Microsoft products

    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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