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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Search Results Page 16 of 29

What you'll do as a Data Engineer: - Build software and data engineering expertise and own data quality for our processes - Drive technical excellence and implementation of software engineering best practices - Design and deliver large scale, highly available and mission-critical data pipelines and features using modern cloud and big data architectures - Develop and deliver batch, stream, and big data solutions using technologies such as Kafka, EMR, Kinesis, Storm, Spark, Hadoop, Redshift, Snowflake, etc. - Oversee end-to-end agile design, scoping, implementation, and testing of solution - Develop Pipelines, ensuring the best practice are implemented for data governance, data quality, data lineage and data cleansing - Responsible for driving and managing data source integration between various vendor systems
Job ID
2022-16429
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Lending Services Residential Closing team. As a Residential Loan Generalist, you will be responsible for the accurate and complete preparation of loan closing documentation and timely funding for Single Family 1-4 unit residential loans. You will manage both the closing and funding functions in an environment of constantly changing deadlines without losing the required high level of accuracy and production. You will also make recommendations for job-specific operational improvements, such as efficiency, cost reduction, customer service and risk reduction.   The ideal candidate will have excellent attention to detail, feel comfortable working with various levels of staff / management, possess the ability to make adjustments to workflows and reprioritize workload based on fluctuating deadlines. This position requires the coordination and support of multiple priorities of various functions within Lending Services as well as many other departments within the organization.   What you’ll do as a Residential Loan Generalist: - Prepare and review loan closing and funding documentation in an accurate and timely manner for a range of SFR 1-4 loan products: - Modestly complex borrower entities - Detached, condo and co-op property types - Permanent and line of credit purposes - Work with internal business partners at various levels to research and resolve transaction concerns. - Complete prefunding and assist post-closing with any closing errors/corrections as necessary. - Maintain current knowledge of lending products, services, systems, and processes in order to provide expert and up-to-date client service. - Recognize issues that demand escalation, determine the appropriate Bank contact, and act as liaison between the client and relevant group(s) in order to successfully resolve issues. - Perform duties and responsibilities specific to department functions and 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.
Job ID
2022-16421
Category
Lending
City
New York
State
NY
Position Type
Regular Employee (REG)
The Director, Real Estate Leasing, working closely with the Senior Vice President, Real Estate, has responsibilities within all leasing activities including site selection, lease negotiation, lease renewals and subleasing activities as well as lease administration. S/he will drive strategic market assessment, site planning, and deal strategy; and will establish and maintain positive relationships with internal and external stakeholders.     What you’ll do as Director of Real Estate Leasing: - Work alongside SVP, Real Estate to oversee and execute the leasing activities of the Bank. - Identify and assess potential locations for retail and office space. - Negotiate on behalf of the Bank for letters of intent and leases on all spaces. - Develop and maintain cohesive communication and excellent working relationships with external partners including real estate brokers, developers, owners, landlords, attorneys, architects, and local government officials (i.e. city planning commissioners, city planners, etc.). - Communicate effectively with internal stakeholders, including members of the executive team. - Collaborate closely with the internal Construction Project Management team to ensure the smooth flow of communication between landlords and the Bank for all projects. - Ensure the coordination and maintenance of all legal documents needed to lease or sublease properties. - Collaborate with other internal departments and teams to support leasing activities, including Deposit Management, Deposit Services, ATM, Marketing, Legal, Finance, Accounting, Lease Administration, Construction Project Management, Architectural Design & Development, and Facilities teams. - Leverage internal business analysts to project real estate requirements for all regions of the Bank. - Prepare regular reports for management, updating progress on all projects. - Other duties as assigned.
Job ID
2022-16413
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.   What you’ll be doing as a Portfolio Quality Analyst: - Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records. - Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”). - Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met. - Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors. - Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel. - Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process. - Assist the Credit Analysts & Business Bankers on ad hoc projects - Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s. - Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed. - Develop the ability to spread business financial statements, personal financial statements and individual tax returns. - Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
Job ID
2022-16412
City
New York
State
NY
Position Type
Regular Employee (REG)
Lending Services is looking for a talented, motivated lending professional to join our Eagle Lending Servicing Team, which offers a variety of consumer, fund investment and small business loan products. As a Commercial Loan Servicing Specialist, Eagle Lending, you will have an exciting opportunity to hone your strategic planning skills by partnering with our Eagle Lending, Credit, and Commercial Closing/Servicing teams to successfully manage the operational workflow of all new loan bookings and modifications for our various Eagle loan products.  You will also be responsible for processing essential loan documentation as well as ensuring that all loan transactions are handled accurately and in a timely manner, and updated accordingly in the Bank’s accounting and deposit systems.   What you’ll do as a Commercial Loan Servicing Specialist, Eagle Lending: - Maintain a thorough knowledge of Eagle Loan products, processes, and documentation to successfully fund and book new loans - Accurately process transactions for all Eagle loans, including new loan boarding, modifications, amendments, and renewals - Validate all servicing conditions and loan terms are met prior to boarding and funding loans - Assist Eagle Loan Teams with managing their workflow, questions regarding products, functionality, etc., providing servicing solutions and escalating issues when appropriate - Process initial advances with new loan bookings - Review Eagle Professional Loan Program documentation to determine the terms and conditions related to each program in order to ensure the loan data is translated accurately into the loan systems - Communicate clearly and concisely with Relationship Managers and various departments within the Bank to ensure that all requests are processed accurately and in a timely manner - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor - Actively review current procedures and processes to further improve efficiencies with workflow by leading initiatives and collaborating with lending tech business partners - 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.
Job ID
2022-16407
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Servicing team.  As a Commercial Servicing Specialist, you will be responsible for providing an extraordinary level of customer service for both the Residential and Commercial lending groups by responding to any inquiries, requests, and problems in a timely and successful manner. You will utilize your thorough knowledge of First Republic loan products to independently bring most client issues/questions to a satisfactory resolution, escalating service issues/requests when necessary.   What you’ll do as a Commercial Loan Servicing Specialist, Maintenance: - Assist Bank Loan teams in performing client support, questions regarding products, functionality, etc., providing options and escalating issues when appropriate. - Accurately and efficiently processing financial and maintenance transactions to loan accounts. - Review loan documents, determine serviceability, and interpret loan terms for verification. - Review and validate loan details and accurately create and update account as appropriate in AFS or OSI. - Work with internal business partners at various levels to research and translate account information. - Work directly with clients to research items of various complexities while bringing situations to a successful and timely resolution. - Perform duties and responsibilities specific to department functions and 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.
Job ID
2022-16403
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Servicing team.  As a Commercial Servicing Specialist, you will be responsible for providing an extraordinary level of customer service for both the Residential and Commercial lending groups by responding to any inquiries, requests, and problems in a timely and successful manner. You will utilize your thorough knowledge of First Republic loan products to independently bring most client issues/questions to a satisfactory resolution, escalating service issues/requests when necessary.   What you’ll do as a Commercial Loan Servicing Specialist, Maintenance: - Assist Bank Loan teams in performing client support, questions regarding products, functionality, etc., providing options and escalating issues when appropriate. - Accurately and efficiently processing financial and maintenance transactions to loan accounts. - Review loan documents, determine serviceability, and interpret loan terms for verification. - Review and validate loan details and accurately create and update account as appropriate in AFS or OSI. - Work with internal business partners at various levels to research and translate account information. - Work directly with clients to research items of various complexities while bringing situations to a successful and timely resolution. - Perform duties and responsibilities specific to department functions and 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.
Job ID
2022-16402
City
New York
State
NY
Position Type
Regular Employee (REG)
Lending Services is looking for a talented, motivated lending professional to join our Eagle Closing team, which offers a variety of consumer and small business loan products. As a Commercial Business Senior Generalist, Eagle Lending, you will work closely with peer Loan Administrators and business partners across Eagle Lending to review entity documents, prepare draft and final loan documents and answer inquiries on the closing process or loan status. You will also have the exciting opportunity to safeguard that strict quality guidelines are met by ensuring the appropriate audit control guidelines are adhered to throughout the loan process as well as that all transactions are processed accurately and in a timely manner.   What you’ll do as a Commercial Business Senior Generalist, Eagle Lending: - Working across multiple teams, review term sheets and credit narratives for consistency against loan documents and prior transactions. - Review and prepare documentation, including modifications, amendments and renewals, accurately and efficiently for Eagle Lending loan products with a concentration on Professional Loan Program (PLP). - Provide support as needed on all Eagle Lending products. - Prepare loan packages for funding and booking. - Communicate clearly and concisely with Relationship Managers and various departments within the Bank to ensure all requests are processed accurately and in a timely manner. - Ensure the successful preparation of various daily, monthly and quarterly reports. - Review credit narrative to understand requirements for loan structure, including capital calls and distributions. - Define parameters and build templates for each loan. - Perform duties and responsibilities specific to department functions and activities or as assigned by manager. - 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.
Job ID
2022-16397
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Servicing team. As a Syndication Loan Servicing Specialist, you will be responsible for boarding and updating all types of accounts to the Bank’s loan accounting system including all complex bookings from both the Business and Commercial Real Estate product lines. This includes the handling of payments and advances, reviewing and understanding all types of loan documentation, processing of outside council bookings, maintenance transactions of various complexities, monitoring and updating collateral, producing monthly and quarterly reporting, and responding to detailed questions from both internal departments and clients.   What you’ll do as a Syndication Loan Servicing Specialist: - Consult with Business Banking, Secondary Marketing, and Closing on new loan requests, modifications, and renewals to establish loan structure and servicing requirements. - Liaison between First Republic and Member Banks on syndication transactions. - Liaison between Business Banking, Loan Teams, and the loan servicing team. - Identify and escalate potential servicing impacts related to CCLOC and Syndication loans. - Establish and improve processes for CCLOC advances and syndication transactions such as advances, payments, and notifications. - Responsible for boarding of syndication and capital call line of credit facilities. - Responsible for processing outgoing and incoming wires for syndication loans. - Responsible for sending Advance, Payment, Rate Reset notification to the member banks and loan teams. - Identify and escalate potential servicing impacts related to Syndication loans. - Liaison between First Republic, Member Banks, and Loan Teams on syndication transactions. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Accurately and efficiently process financial and non-financial transactions to loan accounts. - Review loan funding documents for completeness, determine serviceability, and board the loan terms into the loan accounting system.
Job ID
2022-16396
City
New York
State
NY
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Servicing team. As a Syndication Loan Servicing Specialist, you will be responsible for boarding and updating all types of accounts to the Bank’s loan accounting system including all complex bookings from both the Business and Commercial Real Estate product lines. This includes the handling of payments and advances, reviewing and understanding all types of loan documentation, processing of outside council bookings, maintenance transactions of various complexities, monitoring and updating collateral, producing monthly and quarterly reporting, and responding to detailed questions from both internal departments and clients.   What you’ll do as a Syndication Loan Servicing Specialist: - Consult with Business Banking, Secondary Marketing, and Closing on new loan requests, modifications, and renewals to establish loan structure and servicing requirements. - Liaison between First Republic and Member Banks on syndication transactions. - Liaison between Business Banking, Loan Teams, and the loan servicing team. - Identify and escalate potential servicing impacts related to CCLOC and Syndication loans. - Establish and improve processes for CCLOC advances and syndication transactions such as advances, payments, and notifications. - Responsible for boarding of syndication and capital call line of credit facilities. - Responsible for processing outgoing and incoming wires for syndication loans. - Responsible for sending Advance, Payment, Rate Reset notification to the member banks and loan teams. - Identify and escalate potential servicing impacts related to Syndication loans. - Liaison between First Republic, Member Banks, and Loan Teams on syndication transactions. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Accurately and efficiently process financial and non-financial transactions to loan accounts. - Review loan funding documents for completeness, determine serviceability, and board the loan terms into the loan accounting system.    
Job ID
2022-16393
City
New York
State
NY
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Closing team.  As a Loan Reviewer, Business Banking, you will be responsible for the review of all loan documentation and due diligence packages prepared by commercial loan administrators.  The review process includes, but is not limited to, reviewing entity organizational documents, collateral documents (such as preliminary title reports, UCC searches and filings, flood due diligence, insurance policies, etc.), KYC records, loan approvals and related correspondence. The loan documentation is reviewed for completeness, consistency, accuracy and ensuring all terms and conditions are accurately documented and satisfied in accordance with the approved loan narrative.  The Commercial Closing Review Administrator will work with each loan administrator to ensure the required loan documents are properly drafted before releasing the loan packages for execution by the borrower. You will utilize your robust understanding of complex entity structures and related formation documents, trusts, and various commercial loan products and deal structures to act as the Commercial Closing and Loan Administration department’s Subject Matter Expert on loan documentation templates, as well as provide consultation on best practices for the administration, due diligence. closing and funding of the commercial loans. You will also have an exciting opportunity to drive specific projects around process improvements, as needed.    What you will do as a Loan Reviewer, Business Banking:   - Make strategic decisions and provide guidance on optimal closing practices. - Review all loan documentation and closing due diligence packages to ensure deals maintain integrity and accuracy while meeting timing expectations and established SLAs. - Consult on updates to LaserPro and HotDocs documentation system. - Manage communications to Legal and senior Department management on any overall changes pertinent to lending markets and/or loan products. - Conduct critical assessments of loan review and loan funding processes; identify redundancies/inefficiencies and lead efforts to mitigate. - Perform duties and responsibilities specific to department functions and 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.  
Job ID
2022-16391
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Real Estate Closing team.  As a Loan Reviewer, Commercial Real Estate, you will be responsible for the review of all loan documentation and due diligence packages prepared by commercial real estate loan administrators. The review process includes, but is not limited to, reviewing entity organizational documents, collateral documents (such as preliminary title reports, UCC searches and filings, flood due diligence, insurance policies, etc.), KYC records, loan approvals and related correspondence. The loan documentation is reviewed for completeness, consistency, accuracy and ensuring all terms and conditions are accurately documented and satisfied in accordance with the approved loan narrative.The Loan Reviewer, Commercial Real Estate will work with each loan administrator to ensure the required loan documents are properly drafted before releasing the loan packages for execution by the borrower. You will utilize your robust understanding of complex entity structures and related formation documents, trusts, and various commercial loan products and deal structures to act as the Commercial Real Estate Closing and Loan Administration department’s Subject Matter Expert on loan documentation templates, as well as provide consultation on best practices for the administration, due diligence. closing and funding of the commercial loans. You will also have an exciting opportunity to drive specific projects around process improvements, as needed.    What you will do as a Loan Reviewer, Commercial Real Estate:   - Make strategic decisions and provide guidance on optimal closing practices. - Review all loan documentation and closing due diligence packages to ensure deals maintain integrity and accuracy while meeting timing expectations and established SLAs. - Consult on updates to LaserPro and HotDocs documentation system. - Manage communications to Legal and senior Department management on any overall changes pertinent to lending markets and/or loan products. - Conduct critical assessments of loan review and loan funding processes; identify redundancies/inefficiencies and lead efforts to mitigate. - Perform duties and responsibilities specific to department functions and 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.
Job ID
2022-16385
City
Boston
State
MA
Position Type
Regular Employee (REG)
Lending Services is looking for a talented, motivated commercial lending professional with a passion for Learning & Development to join the Lending Services team.  As the Learning & Development Analyst, Commercial Real Estate (CRE), you will have an exciting opportunity to design, build, implement, and deliver a cohesive and comprehensive job skills training program for our new colleagues on the Commercial Real Estate closing team. Utilizing your in-depth knowledge of commercial real estate products and closing practices, you will build strong relationships throughout the Lending Services business groups in order to continuously and consistently assess CRE L&D needs, identify gaps, and provide/deploy effective and engaging training solutions. You will also collaborate with fellow L&D colleagues, as well as work with a variety of other areas within the Bank, to identify Bank-wide trainings and opportunities for the ongoing development and engagement of our CRE closing staff.  You may also have the opportunity to broaden the job skills training program to other areas of Lending Services as the need arises.   What you will do as a Learning and Development Analyst, Commercial Real Estate: - Identify opportunities to optimize and improve CRE closing training platforms and delivery strategies in order to best meet end-user needs. - Maintain strong understanding of CRE products and processes in order to keep training materials and content current and accurate. - Develop and implement similar training programs for other production areas such as Loan Servicing and Residential, as need arises. - Build and maintain effective relationships with key Lending Services staff to ensure universal standards of training and content delivery with other Learning & Development stakeholders. - Develop and provide systems training as appropriate to CRE closing colleagues. - Perform duties and responsibilities specific to department functions and 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.
Job ID
2022-16383
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - 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. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2022-16380
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are looking for an experienced, driven and talented Stock Plan Administrator to assist with the administration of First Republic Bank’s equity and deferred compensation programs.  You will serve as a relationship manager to your internal colleagues, as a trusted advisor to Compensation and Total Rewards leadership and as a functional expert for key stakeholders on all equity-related programs and projects.  You will be responsible for the identification and implementation of equity solutions supporting the Bank’s strategic priorities.  This position requires a keen focus on employee engagement and the ability to effectively communicate with and influence all levels of the organization, including executive management.   What you’ll do as the Stock Plan Administrator: - Provide operational and administrative support for the Bank’s restricted stock, ESPP and deferred compensation programs - Serve as a primary point of contact for equity questions and troubleshoot issues - Act as a liaison between employees, brokers and transfer agent - Assist in the preparation required for the Annual Report, annual Proxy, 10K, internal and external audits - Work with the Office of the General Counsel to maintain opening and closing of the insider trading windows and Section 16 officer trade restrictions in the equity system - Assist with program communication and education efforts, including the preparation of materials and delivery of employee training - Maintain the Shareworks platform for stock-based plans - Create reports to satisfy ad hoc requests
Job ID
2022-16379
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank’s Corporate Treasury team is seeking an energetic, resourceful, and goal-oriented Semior Business Intelligence Analyst, to support the bank’s strategic growth leveraging the power of data. In this role, you will take ownership of the functional data and daily processes, all of which support a broad range of analytics efforts by the entire team.  These efforts include risk measurement processes, balance sheet management strategy and execution, liquidity management, and more.   What you’ll do as a Senior Business Intelligence Analyst: - Interpret data and analyze results using SQL - Work cross functionally to ensure data integrity; identify, and remediate data gaps - Build and maintain procedural SQL logic, to ensure consistency throughout the Finance data domains - Develop in-depth understanding of First Republic’s business model, and translate key business rules and mappings to support internal risk measurement frameworks - Lead the development of automated business intelligence dashboards - Translate quantitative results and prepare for presentation materials for non-technical audience - Drive adoption of enterprise-wide standards and liaise with broader technology and data teams throughout the bank - Develop and maintain documentation of data flow for a broad audience
Job ID
2022-16376
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Vice President, Manager Research Analyst: - Serve as a liaison within the manager research team, working with new WM teams, client on-boarding, trading and operations teams, to ensure successful implementation of managed strategies and the alignment of model portfolios - Develop scalable content to help facilitate Transition Management Capabilities services to drive adoption from new Wealth Management teams - Serve as a subject matter expert within the Manager Research Team with the ability to articulate individual strategy investment philosophy, macro and asset class views, positioning and rationale, performance drivers, etc. - Participate in the development and management of multi-asset model portfolios - Combine quantitative portfolio analysis with qualitative insights to impactfully communicate with Wealth Managers
Job ID
2022-16365
Category
Management
City
New York
State
NY
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change We are a data-driven team: data and analytics are central to everything we do and underpin all the functions of the Bank. This position will work with the Bank’s regional management, sales, and operations teams to maximize the value of our data towards making more informed decisions, servicing clients, and capitalizing on competitive opportunities in increasingly sophisticated ways.    What you’ll do as a Director, Operations Analytics Quant: - Independently partner and work with cross-functional teams to identify opportunities and operational enhancements, as well as implement innovative solutions using analytical models to solve business requirements/challenges - Research, explore, and enable new quantitative techniques and technologies in data science - Drive thought leadership and embrace emerging industry innovation - Take pride in and own your work - Create documentation and maintain version control for all deliverables What you’ll do working in the Operations Analytics Team: - Hands on analytics, dashboard and tooling utilizing libraries, frameworks, and data - Support the growing analytical needs of our business and operations with a focus on maintaining our highest level of customer experience - Partner with business leaders to provide data insights into business operations and staffing metrics - Develop data analytics to improve operations across deposit and lending businesses - Work with Eagle Intelligence and partner with other technology teams to improve our data to enable our teams to better understand units of work and staff capabilities
Job ID
2022-16363
City
New York
State
NY
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
2022-16355
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the Internal Auditor – Finance/Operations and a member of our Internal Audit team, you will have the opportunity to work closely with the Bank’s finance, accounting, compliance, wealth management, loan operations, deposit operations and other lines of business to ensure appropriate control design and test control effectiveness across organizational processes. You will assist with the planning and execution of financial and operational audits, including consideration of applicable regulatory requirements, as well as providing consultation on risks and controls throughout the Bank and its subsidiaries.   What you’ll do as a Internal Auditor – Finance/Operations: - Assist in the planning of key audit segments by reviewing available information and data, assessing both risk and regulatory requirements, and designing audit programs. - Administer and execute financial and operational audits, including audit team planning; setting up, administering and leading meetings; general administration such as coordinating with the Audit Administrator for workspace, badges and logistics; performing audit fieldwork using appropriate auditing methodologies and data analysis; effectively leading resources assigned to audit projects; monitoring the inflow and review of audit requests and work papers for quality and adherence to standards within the audit management tool (TeamMate); assisting in report writing; ensuring the timely issuance of reports; and validating the remediation of audit findings. - Assist external stakeholders, including external auditors, by responding to general audit questions and queries about Internal Audit work, assisting in the annual confirmation process, and providing other support as needed. - Develop draft audit reports by identifying and gathering support for potential issues, ensuring that findings are appropriately documented, and recommending value-added solutions. - Ensure the overall quality and consistency of the audit process, ensure appropriate risk management and adherence to department and professional standards, and identify opportunities for audit process improvement. - Establish and maintain strong relationships with business unit managers. - Remain current and build your knowledge of regulatory requirements that impact the organization, as well as knowledge of internal control, accounting, business, and Bank products and information. - Assist in special projects and audit projects that are not finance or operations related as needed.
Job ID
2022-16354
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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