First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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Common goals, uncommon potential A key aspect of this department is to implement solutions that improve our ability to provide exceptional client service.   The right candidate will have a mindset to engage with our colleagues (front-line and operations) – understanding their processes and pain points, challenging the status-quo, evaluating additional opportunities, pulling together the ‘big-picture’, and ultimately helping design creative solutions that enable our colleagues to provide high-touch client service.    To that end, the Senior Software Developer will be a key member of the development team within the CPI team and will partner closely with business partners to collaboratively develop solutions and implement them as appropriate. This is a great opportunity to display your skills and creative thinking using a combination of tools and technologies.   What you’ll do as a Senior Developer: - Partner closely with the CPI Team and lines of business to identify process improvement opportunities, understand the challenge and user experience. - Work closely with various functional groups, including client-facing, operations and technology teams, to jointly identify business requirements and potential solutions. - Lead implementations, including process design, software developments, and user acceptance. Provide technical direction, leadership and reviews to other developers working on the same project. - Assess solutions with regards to feasibility, risks, and measures of success. - Develop and understand user stories, technical specifications, and architectural design.   - Liaise effectively between multiple departments to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Perform other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering or complying with all applicable federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  
Job ID
2022-16643
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Junior Software Developer will be a key member of a small development team within the CPI vertical. This is a great opportunity to display your skills and creative thinking using a combination of tools and technologies. Your opinions and designs are respected, encouraged, and elevated throughout cooperative problem solving to do even more than you could alone. You will engage in enhancing existing products and develop new solutions across the entire software development lifecycle.   What you’ll do as a Junior Developer: - Help collect business requirements to understand the challenge, opportunity, and user experience. - Lead implementations, including process design, software developments, and user acceptance. - Assess solutions with regards to feasibility, risks, and measures of success. - Develop and understand user stories, technical specifications, and architectural design.   - Liaise effectively between multiple departments to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Perform other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering or complying with all applicable federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  
Job ID
2022-16642
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Product Manager – Data & Analytics will be responsible for driving client growth through the harnessing of data to support business operations, empower our leaders, and identify and reduce risk. In this role, you will be responsible for taking charge of the organizations analytical capabilities, closing the gap between the data and analytics team and the business units that depend on them. The Senior Product Manager – Data & Analytics will work to develop the Eagle Lending’s data strategy, own the data/analytics product roadmap, and manage the full life-cycle for new data/analytics capabilities. You will partner closely with engineering, product, digital, marketing, UX and design to align strategies for the solutions that are built on their platforms. You will need to develop a deep understanding of the business, its processes, and its current/future needs. Combining that with your analytical and technical skillset to ultimately drive the business forward by identifying trends and driving actionable insights with a high level of ownership, visibility, and responsibility.   What you’ll do as a Senior Product Manager – Data & Analytics:   - Own the product roadmap and continuously groom and maintain the JIRA backlog; ensuring it accurately reflects both business priorities and technical feasibility/dependencies. - Translate and breakdown sophisticated business questions and partner with quantitative analysts to conduct exploratory data analyses to discover patterns and insights to inform future strategy - Partner with the data engineering team to deliver data infrastructure, data pipelining, and warehousing solutions needed to be power reports, analyses, and high-quality data driven decision making across the organization. - Serve as the analytical owner and SME within one or more cross-functional teams. - Effectively communicate findings and insights to the broader organization and find opportunities to influence business strategy, planning, and execution - Ensure business teams are empowered to make data-driven decisions that make a positive impact on success metrics - Breakdown challenges and tradeoffs options into simple terms, provide recommendations and drive consensus to keep momentum while balancing business needs with constraints of time, talent, and risk. - Lead business change management activities as part of releases, including appropriate training, communications, and any other support processes required for a successful launch - Work in teams within an intimate, fast company environment and wear many hats
Job ID
2022-16640
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Associate, Insurance Group: - Manage outside relationships, including Brokerage General Agencies, Insurance Carriers, and other vendors. - Manage and underwrite insurance cases, including gathering and assembling the medical and financial file. - Based on many years of industry experience, review medical files to determine any health issues that may arise in the underwriting process.  Negotiate with medical underwriters. - Communicate to internal colleagues and external parties as to the timeline and status of cases. - Manage all application paperwork and delivery documents. - Interface directly with both Sales Associates and In-Force Policy Service professionals. - Advise Estate and Business Planner on overall case strategy and implementation. - Manage business utilizing Smart Office agency management system - Advise Estate and Business Planner on marketing strategies, as a result of communications with carriers and outside parties.    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. 
Job ID
2022-16634
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
As a Learning & Development Coordinator, you will help execute on processes, programs, and resources to enable every colleague to develop and grow meaningful careers at First Republic. You will collaborate with internal stakeholders to support learning programs that enhance the knowledge, skills, and engagement of a fast-growing department within the bank.    You will have the opportunity to create content, support large-scale learning initiatives and support the diverse teams which comprise Eagle Lending a successful team member will have the ability to juggle multiple priorities while remaining positive and flexible. A strong candidate is capable of thriving in a fast-paced and dynamic service-based environment.   What you’ll do as a Learning & Development Coordinator - Provide logistical support to L&D initiatives, including material development, communications, scheduling, logistics, etc. - Coordinate reoccurring employee engagement and culture activities – various peer recognition programs, intra-team recognition,  Mystery lunches, coffee chats, Eagle buddies, Team tag, etc. - Update internal private website (no coding skills necessary). - Collaborate with subject matter experts and cross-functional team members to both create material and assist during training sessions to support a culture of learning – Sometimes, teams reach out to us to help us create a training deck for them or help prepare training materials for them or schedule training. - Update L&D materials such as process walkthroughs, training decks, etc. - Conduct pulse check surveys and needs assessments. - Manage vendor operations such as requests for information and proposals, communication, scheduling of courses, purchase orders and payments. - Continually work to find process improvements to maximize the team’s efficiency. - Inspire commitment to learning and development by communicating vision, engaging people in continuous learning initiatives, and encouraging a culture of learning.
Job ID
2022-16630
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Banking team member at First Republic, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses, as well as their personal banking and wealth management needs. You will work within a dynamic team environment with Business Bankers and the Business Banking Department in evaluating, underwriting, monitoring and maintaining the overall credit quality of new and existing loan facilities.   What you’ll do as a Credit Analyst: - Underwrite high-quality credit narratives in support of new and existing loans, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. - Research industry trends and risks. - Create, maintain and monitor all loan and credit files at the highest quality, which entails monitoring existing credit facilities for financial and reporting covenant compliance, detecting early warning signs that could lead to a potential default, monitoring underperforming loans and evaluating proper loan risk ratings. - Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Identify cross-sell opportunities. - Lead special projects as needed.
Job ID
2022-16617
City
San Diego
State
CA
Position Type
Regular Employee (REG)
The Trust Associate is primarily responsible for assisting the team’s Trust Officers in the daily administration of Trust, Custody, Estate Settlement and Agency accounts, which involves a myriad of duties and responsibilities.   What you’ll do as an Associate, Trust Services: - Review account transactions, ticklers, cash overdraft and fee - Promptly address, research and answer client - Review transaction coding and prepare manual spreadsheets for submission to Operations. - Complete annual account reviews for both fiduciary and non-fiduciary accounts as directed. - Prepare and submit forms to move cash to/from accounts or portfolios to cover overdrafts. - Draft client correspondence as requested. - Scan incoming mail and save to client folders. - Reprint account statements as - Create client profiles for online access. - Prepare same-day and/or future disbursement requests and preform call backs as needed. - Serve as liaison between Administration and Operations including securities related - Administer accounts with minimum supervision from the Trust Officer(s). - Assist in the opening and closing process. - Demonstrate poise, confidence, and the maturity necessary to interact with sophisticated clients and prospective clients. - Use a high level of discretion regarding confidential matters and identities. - Adhere to and comply with applicable, federal and state laws, bank policies and procedures, regulations and guidance, including those related to Anti-money laundering (i.e., Bank Secrecy Act, US PATRIOT Act, - Timely complete mandatory compliance training, - Identify and report suspicious activity to the AML Officer - Become familiar with the identity of existing client relationships as well as any new relationships.
Job ID
2022-16610
City
Portland
State
OR
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll ensure that all single- and multifamily residential and commercial lines of credit or loans are set up and processed in a timely manner, while meeting all regulatory requirements and providing a high level of customer service.   What you’ll do as a Client Service Associate: - Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level. - Analyze each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete. - Prepare loan files for funding by reviewing the analysis for accuracy. - Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements. - Prepare prequalification and/or commitment letters for loan officer review. - Cross-train other team members, when applicable.
Job ID
2022-16607
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2022-16605
Category
Lending
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Senior Director is a key member of First Republic Securities Company, LLC (FRSC), reporting to the FRSC President.   This person will experience a fast paced and dynamic working environment as a key contributor to the FRSC operation and its growth.  FRSC, a division of First Republic Bank, is a fully disclosed broker dealer and clears through BNY Pershing.  FRSC currently serves over 90,000 accounts over $150 billion in assets.  The FRSC Director will work alongside the FRSC President to ensure the business continues to be managed and to grow within a highly regulated environment.   What you will do as Senior Director, FRSC Business Administration & Strategy: - Meaningful contributor to managing and driving the growth of revenue and assets of FRSC. - Opportunity for expanded responsibilities within First Republic. - Ownership of Brokerage Products and Services: This individual will be a critical to the oversight, communication and expansion of brokerage products and services including: - Setting and approving margin rates and exception pricing. - Facilitating the product and compliance management of our FDIC Sweep Program – Eagle Bank Sweep. - Further developing our 529 and Donor Advised Fund platform. - Contributing to the build out of our ERISA retirement plan platform. - Interfacing with our Internal and External Clients: - Responding to our Wealth Managers, Wealth Advisors and Bankers regarding brokerage products and service questions. - Following up with clients who are escalated to the FRSC management team regarding margin, customer service or specific product inquiries will also be important.   - Cultivating Vendor Relationships: - The individual in this role will be a key interface to our clearing firm, BNY Pershing, to provide service level oversight, project management and pricing management. - Additionally, relationship oversight and management will be needed with our other Private Wealth management custodians and other key vendors.
Job ID
2022-16596
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Banking team member at First Republic, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses, as well as their personal banking and wealth management needs. You will work within a dynamic team environment with Business Bankers and the Business Banking Department in evaluating, underwriting, monitoring and maintaining the overall credit quality of new and existing loan facilities. What you’ll do as a Credit Analyst: - Underwrite high-quality credit narratives in support of new and existing loans, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. - Research industry trends and risks. - Create, maintain and monitor all loan and credit files at the highest quality, which entails monitoring existing credit facilities for financial and reporting covenant compliance, detecting early warning signs that could lead to a potential default, monitoring underperforming loans and evaluating proper loan risk ratings. - Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Identify cross-sell opportunities. - Lead special projects as needed.
Job ID
2022-16592
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
The Due Diligence Operations (DDO) element within Anti-Money Laundering (AML) Operations is tasked with assessing customer risk and producing financial intelligence through research and analysis.   The Enhanced Due Diligence (EDD) Investigator will conduct analyses of current and prospective customers through a variety of assigned alerts within the production and rule development environments. The EDD Investigator will also work full scope reviews through the case investigation process and develop work products documenting risk analysis.   What you'll do as an EDD Investigator: - Conduct investigative/intelligence research of individuals, entities, and/or events related to current or prospective customers through public records, open source media, vendor systems, or other research tools. - Conduct investigative/intelligence analysis of collected information including current or prospective customer's client profile, background, business operations, know your customer ("KYC") information, and transaction history. - Draft assessment summaries and other written investigative/intelligence products to support judgments, decisions and recommendations - Work effectively across varying groups and teams within the AML Operations environment. Meet key team performance standards while additionally setting personal performance goals. - Participate in key training and learning opportunities and seek additional knowledge acquisition proactively. - Perform other duties & responsibilities as required or assigned.
Job ID
2022-16590
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Data Science & Analytics team leverages data mining and data analytics techniques to manage Fraud and AML risks.  We are looking for team members that love new challenges and cracking tough problems. If you are looking to join a fast-paced, innovative and incredibly fun team, we encourage you to apply.   This team member will be responsible for data analysis in support of BSA/AML policies, operations, and analytics.   What you'll do as a Data Analyst: - Develop a deep and comprehensive knowledge of First Republic Bank’s systems and data architecture - Create and deliver automated management dashboards and canned reports using data visualization tools to support routine management oversight of business processes and ensure critical insight into exceptions and deliverables. - Create and deliver routine and ad hoc reporting needed for examinations, risk assessments, internal audits, investigations, staffing and analytics. - Coordinate cross-functionally with business stakeholders to manage, analyze and resolve data quality issues. - Serve as a liaison between technical teams and business partners to ensure technical solutions meet business requirements. - Perform duties and responsibilities specific to department functions & activities and 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, USA PATRIOT Act, etc.) and the Office of Foreign Assets Control Economic Sanctions Enforcement Guidelines 2) adhering to Bank policies and procedures, 3) completing required training, 4) other duties as assigned.  - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2022-16589
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Client Relationship Analyst, ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for research, diligence, experience in project management and impeccable organizational skills.   What you’ll do as a Client Relationship Analyst: - Identify potential client opportunities from the Wealth Managers’ extensive networks, generating new leads and uncovering high-value opportunities. This process includes, but is not limited to, the valuation of deal size based on revenues and multiples, pulling from an extensive list of resources, and qualifying the individual to determine how much they individually are receiving from the transaction. Research and gather business intelligence about prospective clients and trends in investment opportunities. Participate in weekly research calls. - Prepare and send e-mails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team. Support Practice Management in all aspects of the sales cycle and oversee the potential client pipeline list. - Prepare ad-hoc market environment and investment research. Establish and maintain the new business outreach process. Determine the most efficient research vessels, and work with the Wealth Managers to implement them into the New Business strategy. Participate in internal research projects and special client assignments as needed. - Maintain the New Business process on a daily basis, using the host of research tools that they determine most useful to their position (Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit analysis, Hoovers, CRB, FRB contacts, IB contacts). - Construct and rebalance client portfolios. Must be able to propose and implement asset allocation and changes to clients without supervision. - Attend meetings and review portfolio activity and performance reports with clients. - Research and reconcile performance returns not in line with benchmarks. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Proactively construct and implement recommendations and projects that will enhance operations, optimize automation, and increase the number of new meetings with prospective clients as well as improve team efficiency in day to day functions. - Assist Wealth Managers in completing requests for proposals, including gathering data and working closely with the research, marketing and compliance teams for a timely delivery. Prepare targeted presentations that effectively communicate the team’s relevant experience and articulate our added value. Ability to understand marketing materials and differentiate between what is appropriate for the client needs. - Responsible for various reporting including weekly (cash balance, performance, asset allocation), quarterly (Client Statements, Performance, IPS), annual, and ad-hoc requests. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Performs other duties and responsibilities as required or assigned by supervisor. - 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.
Job ID
2022-16587
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Trust Associate is primarily responsible for assisting the team’s Trust Officers in the daily administration of Trust, Custody, Estate Settlement and Agency accounts, which involves a myriad of duties and responsibilities.   What you’ll do as an Associate, Trust Services: - Review account transactions, ticklers, cash overdraft and fee - Promptly address, research and answer client - Review transaction coding and prepare manual spreadsheets for submission to Operations. - Complete annual account reviews for both fiduciary and non-fiduciary accounts as directed. - Prepare and submit forms to move cash to/from accounts or portfolios to cover overdrafts. - Draft client correspondence as requested. - Scan incoming mail and save to client folders. - Reprint account statements as - Create client profiles for online access. - Prepare same-day and/or future disbursement requests and preform call backs as needed. - Serve as liaison between Administration and Operations including securities related - Administer accounts with minimum supervision from the Trust Officer(s). - Assist in the opening and closing process. - Demonstrate poise, confidence, and the maturity necessary to interact with sophisticated clients and prospective clients. - Use a high level of discretion regarding confidential matters and identities. - Adhere to and comply with applicable, federal and state laws, bank policies and procedures, regulations and guidance, including those related to Anti-money laundering (i.e., Bank Secrecy Act, US PATRIOT Act, - Timely complete mandatory compliance training, - Identify and report suspicious activity to the AML Officer - Become familiar with the identity of existing client relationships as well as any new relationships.
Job ID
2022-16585
City
Boston
State
MA
Position Type
Regular Employee (REG)
We're in the midst of a digital transformation at First Republic Bank. That means we are building more systems within the bank and having to support our business operations team. If you're interested in collaborating with our Business operations team to build a data driven understanding of our business and the effect on our clients, you're going to feel at home here.   What you’ll do as a Technical Business Operations Analyst: - You will be responsible for partnering with both Technology teams and Business operations teams to operationalize and identify gaps or areas of improvement for service delivery - Partner across other operational teams building trusted partnerships and making data informed decisions and define important metrics to measure progress on operations program - Monitor project progress by tracking activity, resolving problems, publishing progress reports and recommending actions - Carry out regular data tasks to complete business processes and recommend ways to optimize and improve efficiency
Job ID
2022-16584
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We're in the midst of a digital transformation at First Republic Bank. That means building a domain-driven model of banking behind coherent, composable, modern APIs. Those APIs are a mix of versioned REST APIs and event sourcing. If you're interested in owing and promoting the QA Automation standards and practices as a step towards building the Continuous Integration/ Continuous Delivery (CI/CD) pipeline and improve our DORA metrics, you're going to feel at home here.   What you’ll do as a Lead Automation Engineer: - You will be responsible for overseeing, participating in the development, execution and maintenance of test plans and automation test scripts - Lead the QA Automation of functional, responsive & API automated testing using the existing framework to improve operational efficiency and system resiliency for Business Deposits Treasury Management platform - Execute automated tests and provide detailed reports and dashboards for more actionable insights to management team as well as development teams to improve product quality - Implement quality metrics & objectives that act as product-level quality health indicators - Guide and mentor QA Automation Engineers to use the framework and implement in sprint automation in agile teams - Implement quality metrics & objectives that act as product-level quality health indicators
Job ID
2022-16583
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Specialist II, Corporate Services: - Provide extraordinary support for clients using Cash Management services through either phone or email by utilizing vendor and internal systems to conduct research and track issues. - Provide first-level technical support for Corporate Online and related systems. - Drive both simple and complex Cash Management requests to completion by coordinating with vendors and various departments within First Republic. - Meets work standards by following production, productivity, quality, and customer-service standards as set by First Republic management. - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing. - Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters. - Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction.
Job ID
2022-16582
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Primarily responsible for the automation of reports and creation of dashboards related to the bank’s loan portfolio. Other responsibilities include production of reports, data analysis, peer code review, and documenting data lineage.   The ideal candidate possesses a strong understanding of data structure and governance.  This individual will be motivated by the desire to run enhance reporting and analytics to support growth and positive change.  Communication skills will be important with many projects that involving multiple departments.   Success is defined by: managing processes in a timely and efficient manner with appropriate controls, identifying trends and nuances within the data, working with end users to maximize the value of solutions delivered and maintaining strong partnerships with other departments.   What you’ll do as a Loan Data Analyst: - Automate reports using Snow SQL and SSRS - Create dashboards using Tableau - Identify insights within reports, and catch potential issues before they reach the reviewer - Work with Accounting, Finance, Loan Servicing, and Financial Reporting on data reconciliation and variance analysis - Understand data sources and business logic - Partner with key stakeholders to provide optimal solutions for their needs - Manage processes independently, providing timely status updates to key stakeholders - Develop new/enhanced reporting methods and documentation. Drive process improvements to strengthen controls, improve data quality, and reduce production time
Job ID
2022-16579
Category
Credit Administration and Approval
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Security Risk and Compliance Specialist will support the Information Security risk management process within the Company. The primary responsibilities of the position are to assess the adequacy of security and business continuity/disaster recovery controls of First Republic's  's vendors and recommend mitigating controls.  In addition, the position will be responsible for compliance reviews against information technology policy and procedures, tracking of remediation items, security risk reporting and tracking, and Information Technology audit preparation and response. This is a hybrid role.   The ideal candidate will be a self-starter and have an inquisitive, analytical mind that constantly looks for solutions to difficult problems.  The Specialist must have the ability to convey technology and security concepts to management and ideally has technical knowledge and/or experience in security with a proficiency in a risk management framework with the ability to assess administrative and technical controls.   The Security Risk and Compliance Specialist will possess excellent verbal and written communication skills with the ability to understand business requirements.  To succeed in this position, they must be able to develop risk management strategies that align with business goals and protect the confidentiality, integrity and availability of information systems and our data.   What you’ll do as a Security Risk and Compliance Specialist: - Continuously review the security and business continuity controls of Bank's vendor based solutions for compliance with Policy and Procedures. - Identify and communicate recommended security and business continuity controls and control deficiencies to business units. Document and monitor the implementation of controls for technology and business project plans - Review vendor contracts for compliance with Bank security, business continuity and disaster recovery requirements and recommend appropriate language as necessary. - Maintain broad knowledge of best practices and trends in the field of IT Controls, Information Security and Business Continuity.
Job ID
2022-16578
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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