Loan Analyst, Fund Investment

ID
2020-9497
Job Locations
US-CA-San Francisco
Category
Lending

 

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 debt 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 debt to buying your first home, our team is leading the way for innovation at First Republic.

 

Common goals, uncommon potential

First Republic Bank is looking for a driven and eager Loan Analyst to analyze, process, and prepare capital call and distribution requests for our Eagle Lending Professional Loan Program (PLP). This role will work closely with various key stakeholders across the bank, such as Relationship Managers, Executive Loan Committee, Underwriters and Department Managers, which requires exceptional detail orientation, communication, and time management skills. Our goal is to provide flexible, responsive support in order to fund individual client capital contributions and distributions for our growing portfolio. We are a highly collaborative team with a can-do attitude and culture. If you have a passion for finance and an interest in lending, we would love to hear from you.

 

What you’ll do as a Loan Analyst, Fund Investment:

Analysis (75%)

  • Prepare and process capital call and distribution requests for fund investments and returns
  • Analyze unique loan terms and understand various requirements for leveraged requests
  • Ensure capital call and distribution requests are completed in a timely manner and with exceptional service
  • Provide feedback and/or implement procedures in order to improve operation efficiencies
  • Produce customized templates and documentation for each program

Audit/Compliance/Regulatory (15%)

  • Review capital call and distribution transactions for accuracy and compliance
  • Reconcile discrepancies between leverage accounts and funded investments
  • Manage program and borrower level data
  • Assist with audit inquiries and provide data insights as requested

Customer Support & Ad hoc requests (10%)

  • Directly communicate with CFOs and their support team to roll out new programs and establish operational procedures. Additionally, work with firms to revise operational procedures throughout the life of the program
  • Manage support inbox and respond to all client and firm inquires
  • Produce regular or ad hoc reports to support internal team and client needs
  • Assist with other support tasks related to program and borrower level terms

 

You could be a great fit if you have:

  • Bachelor’s Degree required
  • Fund Accountant or Private Equity/Venture Capital accounting experience highly valued
  • 2 years of Finance/Banking/Lending experience preferred
  • Exceptional communication skills required
  • Must possess strong experience with Microsoft Excel (VBA experience is preferred)
  • SQL experience is preferred

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 hardworking 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.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

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