Common goals, uncommon potential
As an Eagle One for Business, Credit Analyst you will help us support the underwriting needs of Eagle Lending's Small Business Loan product, "Eagle One for Business." Based in San Francisco, this person will be a key member of the Small Business Credit Analyst team, and will focus on processing, evaluating, and completing financial analysis on small business loan requests. The Credit Analyst will partner closely with the Account Executive team as well as First Republic's Executive Loan Committee to monitor and maintain the overall credit quality of existing Eagle loan facilities.
What you’ll do as a Credit Analyst:
- Process Eagle Loan Applications and ensure our commitment to our turn-around time is met. This includes, but is not limited to: entering application information in origination systems, running appraisal reports, UCC searches, corporate name verifications, OSI account inquiries and AFS account inquiries.
- Complete financial analysis and spreads by analyzing personal and financial statements and tax returns using Moody’s or similar financial analysis programs. Analyze cash flow reports, calculate ratios, recognize and describe trends and identify recurring and non-recurring sources of cash flow and borrowers’ ability to debt service.
- Complete all due diligence to ensure quality of applications and communicate with Account Executives (AEs) and Associates regarding discrepancies and additional needed information from applicants.
- Ensure that all documentation required for the file is obtained and file is complete. Process adverse action decisions by contacting the referring officer, which may also include communication with a client, preparing notices and mailing as required.
- Communicate with the sales force (AEs, Relationship Managers, Preferred Bankers, and Preferred Banking Offices), Credit, Credit Administration, Commercial Loan Operations, and Deposits on new requests and existing facilities.
- Assist with the Eagle loan portfolio by running credit applications and assembling loan files.
- Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient.
Common goals, uncommon potential
The Sarbanes-Oxley (SOX) Business Process (BP) Analyst is responsible for supporting the BP related components of the SOX Program and help to continually enhance the program to keep up with the dynamic growth of the Bank. The responsibilities include completing and maintaining the SOX risk assessment, fraud risk assessment, scoping and materiality assessments, completion of BP walkthroughs and controls testing, while also coordinating with the Bank’s external auditors.
The SOX BP Analyst will work closely with business unit SOX Liaisons to ensure that Internal Controls Over Financial Reporting (ICOFR) are appropriately designed and are operating effectively, SOX compliant control documentation is maintained and that any BP ICOFR deficiencies are assessed for severity and remediated.
The BP Analyst will report to the BP Manager and will work with a mix of internal and external co-sourced team members to execute Program activities. In addition, the BP Analyst will be involved in special projects related to systems and new accounting standards implementations while assessing their impact on SOX and ICOFR.
What you’ll do as a SOX BP Analyst:
- Support the BP Manager in completing the annual SOX scoping and materiality assessments, risk assessment, as well as the Fraud Risk Assessment to ensure compliance with COSO standards and appropriate scoping and coverage of the SOX Program.
- Coordinate with each business unit SOX Liaison all SOX-related activities, including walkthroughs, testing, and remediation activities.
- Execute on SOX BP testing with the identification and documentation of SOX Key Controls, and assist the business in enhancing their process documentation.
- Assess BP ICOFR deficiencies and monitor BP remediation activities. Conclude on the effectiveness of BP ICOFR.
- Work closely with the Bank’s Vendor Management group, and SOX Liaisons to help identify End User Controls and SOC 1 Type II report reviews.
- Work closely with the external auditors to ensure the SOX Program meets their requirements in terms of scope, timing and approach; work to align testing approach in efforts to increase auditor’s reliance on SOX Program.
- Assist the BP Manager in preparation of BP related materials for the SOX Reporting Committee.
- Ensure the overall quality, consistency, risk management and adherence to the Corporate SOX Policy.
- Support the team in the continuous enhancement of the Program with the potential implementation of a SOX workflow application to automate the SOX process including reporting and systematically connect workpapers.
- Assist the BP Manager in performing assessments of SOX impact of new initiatives including system implementations/updates, new accounting standards, and various special projects.
- Support the team by sharing information among the SOX Program Office team, transferring knowledge and providing examples of high-quality documentation, as appropriate. Foster and maintain group spirit and high team morale.
- Be viewed as a team player, consultant and internal controls resource as part of building and maintaining ongoing relationships with business units.
- Responsibilities also include the following: 1) adhering to and 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.
What you’ll do as a Closing Coordinator, Residential Lending:
- Perform clerical functions as needed:
- Complete assigned tasks in order to support day-to-day departmental operations
- Complete document transmission activities (mailing, faxing, etc.) as required
- Perform related loan processing duties that may extend to other departments within Lending Services
- Ensure proper document storage and retrieval processes are in place and followed appropriately
- Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor
- Responsibilities include the following: 1) adhering to and 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
Common goals, uncommon potential
As a Senior Marketing Manager, you will play a leadership role in driving client acquisition and retention campaigns while growing the Marketing function within the Eagle Lending group. You’ll draw regularly on your experience with direct mail, affiliate marketing and digital marketing campaigns and use measurable insights to make data-driven decisions. This position will give you the opportunity to work with our dynamic product and marketing teams to create and automate performance reporting on campaigns, segments and creative and use your in-depth knowledge to provide recommendations that will make meaningful contributions to our bottom line.
What you’ll do as a Senior Marketing Manager:
- Design and manage the user acquisition marketing plans for Eagle Lending products.
- Explore the acquisition of new marketing channels and lead the implementation of new channel development, including legal/compliance review, rollout and performance testing.
- Scale Eagle Lending’s direct mail program into a key acquisition channel, while working with our external data agency to manage the development and optimization of predictive models.
- Test campaigns and learn about their effectiveness using A/B/n and experimental design methodology.
- Provide sales support for industry events, partnerships, sponsorship opportunities and other activities.
Common goals, uncommon potential
As a Quantitative Risk Analyst, you’ll bring a passion for data and data visualization to the Enterprise Risk Management team. Your inquisitive nature and ability to develop strong relationships will enable you to be the “go-to” resource in the Enterprise Risk Management organization for data analysis projects. Your reach and impact will extend beyond Enterprise Risk Management as you address financial, operational and strategic risks and collaborate with other departments and business lines to produce analytics that support risk assessments and decision-making. Your knowledge and understanding of data visualization will enable you to present your analysis in visually appealing and impactful ways to influence risk decision makers.
What you’ll do as a Quantitative Risk Analyst:
- Working across Enterprise Risk Management with Risk Officers and key representatives of the Bank’s first line of defense, manage the suite of risk metrics and dashboards used to monitor and escalate risk information to senior management and the Board, including metrics in the Bank’s Risk Appetite Statement and Key Risk Indicator dashboards.
- Work with metric owners and the Enterprise Risk Management team to keep metrics current, ensuring that a robust rationale, supported by data analysis, exists for all metrics and their threshold levels.
- Calibrate risk metric limits and thresholds through statistical analysis of underlying data sets.
- Develop, manage and update the risk metric dashboards using Tableau.
- Maintain the inventory of Risk Appetite Statement metrics and Key Risk Indicators and document their changes and evolution over time.
- Support the Risk Analytics Director and Risk Officers in the identification of forward-looking risk metrics to support the monitoring of new or emerging risks within the Bank.
- Leverage your passion for data and your advanced analytic skills to retrieve data from key Bank data repositories for risk metric analysis and other activities to support the Enterprise Risk Management team, including supporting the Risk Analytics Director and Risk Officers in performing ad hoc analysis on risk-specific situations (such as researching causes of risk appetite or Key Risk Indicator threshold/tolerance breaches); analyzing significant risks in the enterprise risk inventory and supporting Risk Officers with risk analysis and quantification through quantitative or scenario analysis; and creating dashboards and presenting your analysis using Tableau.
- Work collaboratively with all the members of the Enterprise Risk Management team to support the evolution of the Enterprise Risk Management program.
Discover the independence to grow and drive change.
As a Senior Data Virtualization Engineer, you’ll work with data virtualization solutions, particularly Denodo, as well as database, data lake and data warehouse technologies both on premise and in the cloud. You’ll collaborate across business groups in establishing data virtualization governance standards, drawing on your strong background in analysis, software and database design, development, testing and deployment. You’ll have the opportunity to use your strategic thinking and coordination skills and take a very hands-on role with requirements, design, development, testing, deliverable preparation and other related activities.
What you’ll do as a Senior Data Virtualization Engineer:
- Work on end-to-end (design, development, maintenance and evolution) implementation of data virtualization solutions.
- Take responsibility for the research, delivery, implementation and support of data virtualization technical solutions.
- Serve as a liaison between business and technology groups while maintaining alignment with the Bank’s security and information technology policies.
- Drive Denodo technical excellence and implementation of best practices.
- Perform prioritized planning and execution of Denodo view development and release schedules while iteratively defining and refining processes.
- Manage the Denodo development workflow, including reviewing requests, testing developer releases and deploying final production packages.
- Implement the Denodo data catalog and new features, fix bugs, and maintain testing and automation where appropriate.
- Define and execute test cases for any production deployments for enterprise views.
- Coordinate and collaborate with other teams in support of product upgrades and patches.
See service from a higher perspective
As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.
What you’ll do as a Preferred Banker:
- Conduct outside business development calls with Relationship Managers.
- Place new business development calls for a self-sourced portfolio and open new accounts.
- Develop cash management presentations and demonstrations.
- Provide a detailed analysis and comparison of current banking relationships.
- Transition clients to the Bank, ensuring a smooth process.
- Obtain all required documentation.
- Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base.
- Maintain and deepen existing client relationships, increasing current products per client.
- Develop a thorough knowledge of existing Bank products and stay up to date on new products and services.
- Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures.
- Identify and report suspicious activity to the Anti-Money Laundering Officer.
- Know and verify the identity of any client that enters into a relationship with the Bank.
Provide legal support for to the Bank’s attorneys as needed.
- Prepare legal memos, documents and correspondence.
- Entity and subsidiary management.
- Prepare board related materials including resolutions and minutes and presentations.
- Prepare regulatory filings including Section 16 reports.
- Assist in managing and updating the Bank’s resolution plan.
- Assist in lending transactions including negotiation of related agreements.
- Assist in negotiation of confidentiality and other commercial agreements.
- Conduct legal and factual research.
- Assist with general litigation preparation and discovery including:
- Prepare responses to discovery requests and subpoenas.
- Review documents for responsiveness and discoverability.
- Identify and collection of custodians, documents and data.
- Manage of litigation holds and document and data preservation.
- Maintain litigation files and status tracker.
- Manage Bank template agreement database and file system.
- Participate in special projects as needed and develop, prioritize and monitor achievement of project goals.
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.
Own your work and your career
As a Client Service Associate, you will lead a Client Service Team of 30 to 35 associates, providing daily oversight on a wide range of sales, service, administrative and relationship management support activities; participate in developing policies and procedures; provide back-up support to the Regional Client Service Manager; and assist the Client Service Team in client-specific projects.
What you’ll do as a Client Service Manager:
- Hire, train, manage and lead a highly effective Client Service Team of 30 to 35 to ensure exceptional client experience is consistently delivered to both internal and external clients.
- Develop and implement new career path roles and opportunities within Client Service.
- Partner with Wealth Managers to understand their business and pipeline in order to help optimize best practices and implement appropriate support models.
- Identify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies and harmonize workflows and expectations across the firm.
- Assist with the onboarding and integration of new Advisor Teams.
- Handle day-to-day questions and manage the escalation of sensitive and timely issues.
See service from a higher perspective
As an Insurance Services Specialist, you will work as part of the Collateral Portfolio Monitoring team to ensure that First Republic Bank continues to provide the highest levels of client service by successfully maintaining optimal productivity levels.
What you’ll do as an Insurance Services Specialist, Collateral Portfolio Monitoring:
- Respond to client requests accurately and in a timely manner via the team’s shared email inbox and phone line.
- Investigate accounts where insurance has lapsed and work with relationship managers, insurance agents, clients and third-party servicers to obtain appropriate coverage.
- Process billings to ensure insurance policies are paid timely and correctly.
- Prepare manual escrow analysis and ensure accurate account reconciliations.
- Balance financial transactions and reconcile discrepancies.
- Review, create and maintain insurance procedures and perform quality control reviews to ensure compliance with regulatory guidelines and the Bank’s standards.
Discover the independence to grow and drive change
As the Salesforce Administrator can grow First Republic’s Salesforce environment and customer relationship management capabilities. You’ll maximize efficiency and designing solutions to meet users’ needs. You will coordinate with various lines of business, with a focus on Private Wealth Management.
What you’ll do as a Salesforce Administrator:
- Manage the current environment as well as system changes, customizations and new features.
- Develop and maintain integrations with third-party solutions.
- Coordinate with internal stakeholders to integrate outside systems through extract, transform, load / application program interface development.
- Ensure and maintain system security, integrity and sharing rules.
- Map/reassign records and grant/remove user licenses when warranted.
- Test and perform quality assurance of enhancements/changes.
- Expand usage of Salesforce, training end users and incorporating their feedback.
- Communicate regularly with the user base regarding new features and enhancements.
Common goals, uncommon potential
As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.
What you’ll do as a Client Service Associate:
- Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support.
- Research and respond to inquiries for our high net worth clients; escalate issues as appropriate.
- Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust.
- Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail.
- Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.
- Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction-processing follow-up.
Own your work and your career
As the Senior Director Salesforce and Workflow Automation Technology, you will lead end-to-end technology strategy, including design, development, testing, deliverable preparation and other related activities across various Private Wealth Management groups to ensure client experience maintains the highest standards of the Bank.
What you’ll do as a Senior Director Salesforce and Workflow Automation Technology:
- Provide delivery leadership and direction in alignment with the Bank’s goals, strategy and focus on service.
- Develop the technology strategy and roadmap for Salesforce and workflow automation platforms. Oversee solution design, architecture, analytics and integrations.
- Provide vision and inspiration to deliver engaging, innovative and client-centric wealth management technology solutions.
- Build positive relationships and partnerships with internal users and peers and engage key business stakeholders.
- Provide and maintain staff engagement and motivation, become a role model for the team and contribute toward positive outcomes.
- Oversee the design, scoping, implementation and testing of in-house and external partner implementations in short Agile release cycles.
- Perform prioritized planning and execution of the product development and release schedules while defining and refining development processes as the team grows.
- Drive continuous process improvements
Putting you First
As a Preferred Banking Offices Manager, you’ll contribute to the success through outstanding sales, business development, customer service, office operations and management. You will focus closely on customer relations and promote First Republic’s sales and service culture by coaching, guiding and mentoring your colleagues. You will achieve your individual and office sales goals by pursuing new business, seeking referrals and strengthening existing client relationships.
What you’ll do as a Preferred Banking Offices Manager:
- Take profit-and-loss responsibility for the office.
- Audit input and maintenance of all office transactions according to the office’s policies and procedures.
- Check the office balances daily.
- Ensure compliance with all the Bank’s policies and procedures.
- Participate in weekly Asset/Liability meetings.
- Review the office’s operating procedures and practices in order to identify potential improvements.
- Work with Marketing to advertise and implement the Bank’s products.
- Work with Risk Management, Facilities and Deposit Operations to ensure the safety and security of the office premises, property and assets (including cash on hand, ATMs, alarms, etc.) and implement loss-prevention measures.
- Work with Facilities and Human Resources to ensure a safe and healthy work environment for all team members (e.g., equip the office with first aid items, ergonomic support, Workers’ Compensation and Employee Assistance Program referrals, etc.).
- Manage ATM and kiosk ATM installation and implementation as needed.
- Travel as necessary to participate in meetings, training sessions, client events, etc.
Sales, Business Development & Customer Service
- Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty.
- Establish Total Banking Relationships (for both business and personal banking) by encouraging clients to use the Bank as a one-stop shop for direct deposit, internet banking, overdraft protection, multiple deposit products, and investment and trust services.
- Deliver a strong individual sales performance, including conducting outside sales efforts.
- Draw on all available resources to provide solutions that are tailored to clients’ individual needs and that will exceed client expectations.
- Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate.
- Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your own individual sales goals and the office’s sales goals.
- Work with your team members to increase the office’s productivity, grow deposits, boost customer retention and encourage new referrals.
- Actively participate in and develop office sales promotions.
- Lead a team of sales and service professionals, inspiring them to meet and exceed the office’s sales and client satisfaction goals.
- Foster a team environment in which all colleagues can perform to their full potential.
- Supervise and coach your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines.
- Lead by example, modeling the teamwork, cooperation and respect that First Republic expects from all its people.
- Take the lead in hiring, training, supervising and evaluating office employees, and provide recommendations on bonus payments and other compensation issues.
Common goals, uncommon potential
The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.
What you’ll do as a PBO Preferred Banker:
- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
- 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
See service from a higher perspective.
The primary function of the Client Service Specialist is to provide a wide range of sales, service, administrative and relationship management support to assigned Relationship Managers. Acting as the liaison between the clients, Relationship Managers and the Operations team this position requires strong relationship management skills in order to build strong, successful partnerships between all parties. Client Service Specialist will support high producing Originator(s) in the preparation, review and processing of complex loans. This position also involves submitting files, requesting loan conditions, as well as communicating with clients and realtors. Handles customer inquiries, researches, and ensures appropriate and timely resolution while meeting all regulatory compliance and achieving a high level of customer service.
What you’ll do as a Client Service Specialist:
- Provides support to our Relationship Managers as well as building a relationship with the borrower.
- Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process.
- Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking.
- Directs customers through the loan process, often working with complex loans.
- Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items.
- Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues.
- Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act, Reg B, HMDA, etc.
- Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served.
- Acts as a main point of contact on daily operational questions for processing team.
- Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team.
- Assists with additional duties as assigned.
- Complies with all related Federal, State and Industry laws and regulations pertaining to Banking
- Experience with many types of client tax returns, understanding W-2, K-1 and various types of cash flow analysis
- Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and updates based on verified information
- Attend any and all branch/team meetings as requested.
- Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects.
- Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate.
- Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations to company events
- Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail.
See service from a higher perspective.
As an Administrative Assistant, you’ll work directly with the Deputy Chief Banking Officer and the Executive Assistant to provide various administrative services that help the department operate efficiently. In this position, you’ll have the opportunity to use your ability to manage calendars, book travel, prioritize your workload and adapt to rapidly changing priorities. You’ll be a team player who is motivated to take on projects and tasks that require initiative and close attention to detail.
What you’ll do as an Administrative Assistant:
- Directly engage with all levels of external clients and prospects as well as internal team members, including senior executives.
- Assist with the management and maintenance of the Deputy Chief Banking Officer’s calendar.
- Arrange internal and external meetings and conference calls.
- Coordinate internal and external office events.
- Provide backup for the Executive Assistant in various situations.
- Help with creating and maintaining client and prospect address lists.
- Prepare memos, letters, other documents and reports for internal and external distribution.
- Book travel and make hotel arrangements.
- Attend meetings as needed.
- Submit expense reports, sponsorship requests and check requisitions.
- Create marketing and promotional gift packages for client meetings.
- Maintain a flexible work schedule.
See service from a higher perspective
As a Cybersecurity Analyst on the Information Security team, you’ll have the opportunity to protect the Bank from intrusions such as targeted threat actors, advanced and novel malware, hacking attempts and other forms of cyberattacks. You’ll develop threat intelligence; analyzing the Bank’s intrusion resistance; and leading efforts to automate, integrate and aggregate the data and systems needed to make that analysis quickly and accurately.
In this role, you will independently study internet traffic data from intelligence databases and ancillary sources in support of the Bank’s security goals, concerns and strategies. You’ll use your understanding of internet architecture and protocols, malware, packet structure, and network vulnerabilities to proactively profile internet activity, detect patterns and trends in intrusion techniques and practices, and identify the sources of intrusions.
What you’ll do as a Cybersecurity Analyst:
- Assess and track changes to the global threat landscape and assess the impact on and exposure of the Bank and its clients.
- Recommend corrective measures based on actionable intelligence.
- Provide timely and practical communications, via written reports and/or oral presentations, to management to help the organization understand and address cybersecurity threats and trends.
- Research and assess external intelligence sources and make recommendations to improve and augment the Bank’s intelligence gathering efforts.
- Participate in the evaluation of tools and the creation of customized methodologies and applications.
- Serve as a subject matter expert for various internal groups on emerging threats.
- Create documentation of event or incident reports, vulnerabilities, and other technical information.
- Assist in post-event analysis of indicators of compromise and make recommendations on preventive measures.
Putting you first
As Credit Administration Analyst — Validations, you’ll review new commercial loans, renewals and modifications to ensure that the approval aligns with both the loan documents and the loan accounting system. You play an important role in helping the Bank manage risk, and you will develop a strong knowledge of loan documents and covenant monitoring practices and have the opportunity to help maintain First Republic’s strong credit culture.
What you’ll do as a Credit Administration Analyst:
- Review new commercial loans, renewals and modifications to ensure that key aspects of the approval conform with both the loan documents and the information in the loan accounting system (ASF Level 3) — checking, for example, that the correct loan risk grade has been assigned, appropriate approvals have been obtained and covenants have been entered into the tracking system to match the documents.
- Set up annual term loan review ticklers when needed.
- Note any discrepancies or issues that you identify in your review, enter policy exceptions on AFS Exceptions, and highlight any key documentation that is missing or incomplete; raise these issues with the Executive Loan Committee, Loan Servicing Relationship Managers and/or Business Bankers.
- Keep senior management informed of significant noncompliance issues or undesirable trends.
- Actively look for ways to make the team’s processes more efficient and enhance the quality of our internal service.
- Help the Bank reduce risk by adhering to and 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.), adhering to Bank policies and procedures, and completing all required training.
- Identify and report any potential suspicious activity you see to the BSA/AML Officer.
- Know and verify the identity of clients who enter into a relationship with the Bank.
An encouraging culture that invests in you
As the Executive Assistant to our Chief Accounting Officer (CAO), you will be at the core of executing the Bank’s mission of providing extraordinary service to our clients and stakeholders. In this position you will use your strong organizational skills to enhance our CAO’s efficiency by managing her calendar, communicating effectively with stakeholders, arranging travel logistics, drafting correspondence and working on special projects.
What you’ll do as an Executive Assistant:
- Manage contact with Accounting team members (including direct reports), senior executives of the Bank and other colleagues, as well as third-party service providers, external auditors, regulators and others.
- Manage the CAO’s calendar proactively and diplomatically (e.g., prioritize meetings, provide ample time to review meeting materials, and manage the cancellation or rescheduling of appointments).
- Prepare and distribute external and internal correspondence, including letters, emails, reports and general communications, drawing on your ability to independently translate conceptual content into succinct and concise prose.
- Assist in the preparation and submission of financial and regulatory filings and reports.
- Coordinate meeting schedules and travel arrangements, demonstrating independent decision-making and judgment.
- Navigate the organizational infrastructure to solve or resolve problems.
- Provide input and suggestions for process improvements.
- Provide occasional support during nonbusiness hours, including evenings and weekends.
- Work directly with many departments, including Accounting, Financial Reporting, Board Relations and Investor Relations.
- Work closely with the Chief Financial Officer and their Executive Assistant.