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 18 of 29

As a Client Service Associate I with Eagle Lending, you’ll have the opportunity to build a career in financial services, work with clients to help them achieve their financial goals and learn more about business development and credit. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank.   What you’ll do as aClient Service Associate:   - Provide support for Account Executives (AEs) and their book of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit, lending, and wealth management products and services. - Assist in managing Account Executives (AEs) pipeline of client transactions in process, vet and complete the initial analysis of new applicants, ensure loan packages are complete for underwriting and respond to ad hoc client requests. - Manage variety of reports to support Account Executive’s book of clients, such as pipeline, maturities and client interaction reports - Provide sales enablement for Account Executives through Marketing and prospect outreach efforts.
Job ID
2022-16226
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As an Integration Specialist, ideal candidates will act as a liaison between our new Client Service Associates and new Wealth Management Teams, in addition to our internal partners. This position requires strong relationship management skills, acute attention to detail, and a client centric mindset to provide outstanding service to both internal and external clients. Fostering an open environment that promotes positive communication, and demonstrates flexibility is a necessity.   Duties and Responsibilities: - Serves as a key point of contact for new Client Service and Wealth Manager Professionals throughout the training and integration lifecycle. - Creates, maintains, and delivers new hire training curriculum on core systems, policies, and procedures. - Coordinates non-core training support and logistics with cross-functional training partners. - Conducts individual check-ins and 30/60/90-day assessments with new hires to monitor training progress and escalate performance concerns when applicable. - Identifies and solutions process/policy improvement opportunities to drive workflow and training efficiencies. - Delivers training updates and best practices at weekly Client Service meetings. - 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
2022-16225
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Corporate Strategy Director: - Lead and manage the strategic planning process for the enterprise. - Work with senior leaders to identify key priorities for First Republic and our business units. - Understand the external environment and competitive landscape to help business leaders formulate strategies and priorities. - Coordinate the alignment of strategic priorities and communicate plans throughout the organization. - Develop coordinated roadmaps across the business units to understand, track, and help guide collaborative projects. - Identify areas of opportunity across the organization and articulate the strategic rationale and business cases for strategic opportunities. - Perform market research and analysis to support development of First Republic’s strategy. - Work closely with senior leaders to develop strategy around macro themes including the future of banking, changing client expectations, digital transformation, organizational efficiency, and the future delivery our exceptional client service. - Collaborate with Corporate Finance teams on organic value-creation and growth opportunities. - Draft presentation materials for use with First Republic’s Board of Directors senior management.
Job ID
2022-16221
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Duties and Responsibilities As a Construction Loan Administrator, you will support the Construction Loan Relationship managers and the loan specialist team to help maintain the construction loan pipeline.  Utilizing your knowledge of processing construction real estate, you will act as a team liaison between client, RM and Loan specialist to help maintain the existing construction pipeline and new construction loan closings. In this role, your focus will be to help organize the construction pipeline and monitor the team’s construction pipeline until the loan converts to a permanent loan, or payoff.  You will also assist with other daily departmental production tasks such as providing client care, organizing the draw process, and completing other administrative functions as needed.   What you’ll do as a Construction Loan Administrator: - Review construction reports monthly and send conversion letters on all projects at least 90% complete. Follow up for receipt of notices of completion, certificates of occupancy, and other conversion related paperwork. - Review the construction report to ensure the team is aware of upcoming construction maturity dates. - Working with the RM’s to prepare construction modification/ or extension. - Conversions: Acquisition to Construction - Obtain required budgets, insurance, contracts, building permits, other materials, and forward set-up packages to Funds Control and Loan Servicing. - Construction to Permanent - Obtain required title endorsements, form 442 appraisal document, notice of completion, insurance updates, and forward conversion package to Loan Servicing for booking. - Insurance Monitoring (maintain current insurance policy for all loans during the course of construction). - Contractor background checks. Direct checks with sub-contractors, vendors, banks. Verify workman's comp and liability insurance. Verify contractor's license. Obtain ELC approval to add contractors to FRB approved contractor list. - 2nd review for KYC/LOR/HMDA double checks for the team’s construction loans. - Send and follow up on 3rd party funds control construction loan packages for recent construction loan closings. - Entering construction start-ups as needed. - Maintain the construction team pipeline and keep the team in the loop as to, title company info, when the loan is scheduled to mature and draw status. - Work with the RM and client to update and follow up with 3rd party funds control concerning a draw request. Also, work with the team to resolve a draw potential draw issue. - Informing clients when their draw has funded.
Job ID
2022-16220
City
Portland
State
OR
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Commercial Real Estate Analyst has the opportunity to assist the commercial lending team in evaluating, underwriting, monitoring and maintaining new and existing loans including commercial, multifamily, and mixed-use properties projects. This involves reviewing applications, underwriting recurring income and post loan liquidity, obtaining due diligence, preparing credit narratives and following up during the credit approval process, closing transactions and post-closing follow-up.   What you’ll do as a Commercial Real Estate Analyst: - Evaluate prospective real estate opportunities by analyzing property cash flows (current and future), rent rolls, locations, property types (residential, multifamily, retail, office), requested loan terms and all other information available. - Spread and analyze current and proposed property operating statements and/or tax returns and have a complete understanding of cash flow reports, financial ratios, trends, etc. - Spread personal financial statements and tax returns and be proficient in K-1 and cash flow analysis. Analyst must be able to identify recurring and non- recurring sources of cash flow, global cash flow from real estate, the subject property’s ability to cover debt service and ability of client/guarantor to support the property. - Underwrite real estate credit narratives for new loans as well as for renewals, modifications and short-term extensions. This includes financial and risk analysis, purpose of loan, repayment sources, collateral, financial & reporting covenants, tenant analysis, and sponsor and project team summary.  - Run credit reports on companies and individuals to assist in the analysis process. Conduct research on specific industries/companies and due diligence on sponsors and guarantors to assist team. - Conduct site inspections on real estate property to ensure property is well-maintained and is operated in accordance with industry practice. - Review documentation for consistency and accuracy of Credit Narratives. This requires working with the Borrower, Commercial Loan Operations, Closing Department and outside legal counsel. - Create and maintain all loan and credit files. Must be able to take responsibility of the credit file used in approving each loan. - Assist and work with clients on all levels of the relationship, including: collecting loan and legal fees, calling on delinquencies, assisting clients with various loan and deposit related inquiries, etc. Remedy or submit requests to the proper departments and follow up to ensure timely execution. - 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
2022-16219
Category
Customer Service/Support
City
Portland
State
OR
Position Type
Regular Employee (REG)
What you’ll do as a Relationship Manager Development Specialist: - Help put the right processes, programs, and resources in place to enable every colleague to develop and grow meaningful careers at First Republic - Collaborate with HR team members and internal clients to support learning programs that enhance the knowledge, skills and engagement of our 7000+ colleagues - Support enterprise-wide onboarding and cultural integration, leadership, and professional development programs, events and initiatives - Collaborate with Program Leads to manage nominations, invitations and registrations for in person and virtual trainings and events - Materials development and managing of event logistics including hotel accommodations, catering, and AV needs - Collaborate with E-Learning team to track registrations and attendance in Learning Management System - Manage program resource creation and delivery, including materials, mobile event applications and inventory of onboarding collateral - May require work commitments 2-3 evenings and/or weekends per month to assist onsite with events - Contribute to a positive learning culture
Job ID
2022-16216
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Senior Benefits Analyst (Leaves of Absences): Administration and facilitation of the leave management process for the Bank. Ensures leave management processes are administered consistently with the Bank's policies and compliantly with local, state and federal regulations, including FMLA, CFRA, ADA, PDL, LOA, STD, LTD. This position will be responsible for the administration of Workers’ Compensation programs. Benefit related compliance. This position will be responsible for keeping abreast of all current and future federal and state regulatory requirements and ensure the Bank’s compliance requirements are met. This includes research and analysis on topics under ERISA, HIPAA, COBRA, IRC rules that impact the bank’s plans, and staying abreast of new health and welfare benefits and HR-related legislation across our markets, such as paid family leave laws. You will work cross-functionally to communicate new regulatory updates, build new operating processes, hold internal subject matter trainings, and draft communications.   Compliance: - Continually review and update policies and procedures as regulations change to ensure legal compliance - proactively communicate changes to HR management/department, analyze impact to HR/Payroll operations, initiate process change as appropriate - Interpret and disseminate information on regulatory matters – communicate areas of significance to HR management, develop and implement solutions to ensure organizational compliance - Ensure monthly, quarterly, and annual reporting requirements are timely submitted and filed with appropriate agencies - Effectively manage third party vendor relationships administering Bank’s LOA, ADD and Worker’s Compensation process   Leaves: - Administer all Leave of Absences in a consistent manner complying with Bank policies and federal, state and government regulations - Compile and analyze LOA data to identify trends/root causes driving LOA issues - communicate findings to HR management and develop effective and proactive solutions to address LOA issues - Respond to employee inquiries/issues related to leaves, time off and other company policies – proactively partner/communicate with HR management if situation has potential to result in an employee relations issue - Educate and provide guidance to managers and employees on leave policies and procedures - Collaborate with HR management/external counsel to resolve and provide solutions to a variety of highly sensitive employee issues - Partner directly with Payroll and HR Operations to ensure accurate and efficient processing of Leaves of Absences (communicating when an employee begins and returns from leave), initiate process improvements as appropriate - Drive process to create leave and time off programs that function efficiently and provide a high touch employee experience that is consistent with the Bank’s culture and design philosophy - Create leave communications for employees, managers and HRBP’s that include available leave programs, leave qualifications and eligibility  - Develop training for managers and HRBP’s in combination with a third party leave administrators to provide education on leave program guidelines and processes - Partner with The Larkin Company who will processes and track requests for FMLA/LOA programs according to federal and state-specific guidelines and the Bank’s policies and procedures. - Serves as main point of contact and subject matter expert for employee and management inquiries.  - Ensures correct pay and monitors benefit premium(s) payments for employees on FMLA/LOA.  - Produces reports and provides accurate and timely status updates to keep management and all HRBP’s informed of Bank-approved leaves.  - Coordinate employee transition from FMLA, LOA, short-term disability and/or long-term disability to another leave status or program; coordinates return-to-work activities (i.e., required documentation, management/HRBP’s notification).  - Actively collaborates with Human Resources team members regarding absences, absence management, leave status, return to work plans, vetting for ADA compliance and fitness for duty assessments.  - Cross-trains in other areas of benefits to assist as needed.
Job ID
2022-16213
Category
Human Resources
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
As a Data Engineer in RCT, you will perform design, development, and implementation of innovative technology solutions on complex IT initiatives across the various domains supported by Regulatory and Corporate Technology. This position needs lot of energy and enthusiasm to explore, validate and practice innovative ideas by conducting POC’s, assessments to align with the strategic direction of Enterprise Technology Roadmap. Also need to perform problem resolution, hands on work on tactical solutions when needed.   Also identifies and documents    information technology requirements, processes, Data quality validations. This position will be responsible for documenting, coordinating and leveraging common and shared Platforms across multiple Domains. Need to closely work with Business stakeholders, Developers, Analysts and Architects.   What you’ll do as a Data Engineer: - Analyze and help organize various datasets, improve data quality and capture lineage - Perform complex data analysis to derive trends, patterns and present the results in custom reports, Tableau dashboards - Participate in the design, development of data models, databases to support various analytical use cases - Design/develop AI/ML models , perform statistical analysis, train models, implement ML algorithms - Help with cloud migration of data assets into AWS, Snowflake. - Participate in design, architecture meetings and document the process, data flows and other integrations - Document the existing and legacy data /analytics processes and identify pain points, scope for enhancements - Develop ETL pipelines using Python, SSIS , Informatica etc. - Collaborate with end users, data scientists, Architects and support multiple LOB’s - Learn and adapt new technologies as needed and help building RCT Labs - Support full stack Application development to support Web Apps, Chatbots, Analytical Reports/Dashboards
Job ID
2022-16212
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is seeking a Business Systems Analyst with at least 2 experience working directly with FIS IBS Core Banking platform including bank control.  The Business Systems Analyst is responsible for supporting the Core Banking System and related core servicing platforms. This role is a key SME on the FIS IBS Core Banking Platform and will support all core systems operations, change management and integration efforts between third party systems and the core banking platform.  The position serves as a liaison and requires the ability to build and maintain effective working partnerships with various partners.   The primary duty of the Business Systems Analyst will be to support the banks IBS Core Banking platform. The candidate will work with business managers and other Subject Matter Experts (SME’s) to identify, prioritize and implement solutions to improve efficiency, reduce risk and support new business.  The candidate is expected to be a self-starter requiring minimal oversight, be results-oriented and have a strong sense of teamwork of Bank culture.   What you’ll do as a Business Systems Analyst: - Responsible for supporting the core banking system and related platforms. - Support IBS Core Banking platform including application support for SRM, FTM, Mass Exchange, Bank Control, TellerInsight, IFM, Image Center, Deposits, Loans and CIF. - Serves as subject matter expert (SME) for the core banking platforms - Provide user support for core banking platforms; report and escalate software system issues requiring direct vendor input and support - Support daily, weekly, monthly, quarterly and annual systems operational activities supporting production systems. - Support daily production activities of the Core Support Team - Support incidents, problems, changes and configurations pertaining to the Core Banking Systems. - Partner closely with IS and business partners to implement new capabilities and/or issue resolutions. - Support team managing release schedules, enhancements and defect lists for applications under management. - Lead issue escalation problem solving and remediation - Maintain up to date knowledge of technology, business processes, and practices for continuous application and process improvements - Develop User Acceptance Test scripts and training material in order to execute defined solutions. - Support prioritization of work requests - Advocate for business partners during prioritization processes. - Maintain up-to-date priority and planning decisions in department tracking application. - Work with the project team to document needed testing for all scope items - Coordinate testing efforts with QA - Work with the vendor to report testing results, and coordinate retesting as needed once new code is put into place. - Provide regular, clear, and concise status updates to business partners and management - 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.
Job ID
2022-16208
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is seeking a Business Systems Analyst with at least 2 experience working directly with FIS IBS Core Banking platform including bank control.  The Business Systems Analyst is responsible for supporting the Core Banking System and related core servicing platforms. This role is a key SME on the FIS IBS Core Banking Platform and will support all core systems operations, change management and integration efforts between third party systems and the core banking platform.  The position serves as a liaison and requires the ability to build and maintain effective working partnerships with various partners.   The primary duty of the Business Systems Analyst will be to support the banks IBS Core Banking platform. The candidate will work with business managers and other Subject Matter Experts (SME’s) to identify, prioritize and implement solutions to improve efficiency, reduce risk and support new business.  The candidate is expected to be a self-starter requiring minimal oversight, be results-oriented and have a strong sense of teamwork of Bank culture.   What you’ll do as a Business Systems Analyst: - Responsible for supporting the core banking system and related platforms. - Support IBS Core Banking platform including application support for SRM, FTM, Mass Exchange, Bank Control, TellerInsight, IFM, Image Center, Deposits, Loans and CIF. - Serves as subject matter expert (SME) for the core banking platforms - Provide user support for core banking platforms; report and escalate software system issues requiring direct vendor input and support - Support daily, weekly, monthly, quarterly and annual systems operational activities supporting production systems. - Support daily production activities of the Core Support Team - Support incidents, problems, changes and configurations pertaining to the Core Banking Systems. - Partner closely with IS and business partners to implement new capabilities and/or issue resolutions. - Support team managing release schedules, enhancements and defect lists for applications under management. - Lead issue escalation problem solving and remediation - Maintain up to date knowledge of technology, business processes, and practices for continuous application and process improvements - Develop User Acceptance Test scripts and training material in order to execute defined solutions. - Support prioritization of work requests - Advocate for business partners during prioritization processes. - Maintain up-to-date priority and planning decisions in department tracking application. - Work with the project team to document needed testing for all scope items - Coordinate testing efforts with QA - Work with the vendor to report testing results, and coordinate retesting as needed once new code is put into place. - Provide regular, clear, and concise status updates to business partners and management - 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.
Job ID
2022-16207
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
In partnership with internal business stakeholders, the Sourcing Specialist is responsible for supporting the team to provides exceptional service to any project they are assigned. The Sourcing Specialist engages directly with the business units to build strategies for the assigned work including requests for proposals and information requests. In this role the Sourcing Specialist will provide sourcing support in conjunction with the Director of Sourcing assigned to the business unit or category.   What you’ll do as a Sourcing Specialist (Hybrid): - Support the classification of Non-Employees into the appropriate workflows - Support the end user in the creation of Statement of Work documents that meet legal guidance for Consulting versus Contingent Workers - Conducts market analysis, analyzes category spend data and applies broad industry knowledge to non-employee sourcing strategies and recommendations. - Manages sourcing projects and deal reviews for professional services. - Supports the Bank’s minority and women owned business enterprise (MWBE)/Supplier Diversity program aspirations. - Coordinates negotiations with suppliers for high-dollar, complex or high priority services. - Manages business relationships, acting as a liaison between Procurement and the business leadership.
Job ID
2022-16203
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Balancing Organizational Agility and Effective Risk Management The Vendor Management Risk Associate is responsible for ensuring the compliance of the Bank’s Vendor Management program by overseeing and managing the Bank’s vendor relationships, facilitating the third-party vendor risk identification process, and completing other third-party vendor risk management duties as assigned.   What you’ll do as a Vendor Management Associate: - Manage the Bank’s vendor lifecycle phases from planning, due diligence and selection, contract negotiations, ongoing monitoring, and termination. - Collaborate with business owners and other internal stakeholders to ensure vendor risks are properly identified and controls are in place to mitigate risk and minimize financial, regulatory, and reputational exposure. - Effectively communicate and collaborate with business owners and support their third-party strategic initiatives. - Liaise with cross-functional Subject Matter Experts, such as Information Security, Finance, and Sourcing, among others, to ensure vendor engagements are compliant with Bank policies and regulatory guidance. - Analyze vendor risk assessment questionnaires, support vendor onboarding, manage due diligence document collection, assist with contract negotiations, and manage all required ongoing monitoring efforts. - Gather Service Level Agreements reports for review with business owners and risk managers for oversight meetings. - Chair and manage vendor oversight meetings with business owners, other stakeholders, and vendors. Produce meeting minutes and track action items to closure. - Engage with business owners and other stakeholders to review vendor performance metrics and vendor scorecards. - Perform other duties and special projects as assigned.
Job ID
2022-16200
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker:   - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2022-16199
Category
Banking
City
Escondido
State
CA
Position Type
Regular Employee (REG)
The Internal Account Executive - Tech Banking will partner with Relationship Managers and Wealth Managers to identify and successfully cultivate business opportunities and showcase the breadth of our holistic offering for tech startups. As part of this collaboration, the Account Executive will coordinate across teams to drive value to clients including cash and liquidity management, foreign exchange, corporate investment management, thought leadership and beyond banking services. In addition to deepening relationships, this role will be focused on achieving high client Net Promoter Scores and increasing client retention. The successful candidate must be highly self-motivated, entrepreneurial and passionate about growing a business in a team environment that is all about providing exceptional client service.   What you’ll do as an Internal Account Executive - Tech Banking:   - Create a business development strategy for identifying and cultivating startup relationships in partnership with Relationship Managers and Wealth Managers.  Execute on relationship management and business development within the startup banking sector – should have strong technical knowledge of early to late stage tech companies.  - Develop, maintain, and enhance existing client relationships while serving as the main point of contact for service needs.  - Proactively introduce services that benefit the client, including deposits (cash management, online banking, and foreign exchange), Wealth Management, and beyond banking resources.   - Strong technical knowledge of startup/venture capital industry and market participants.   - Participation in key industry events, summits, either hosted by First Republic or external centers of influence. - Perform other duties & responsibilities as required or 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.    Internal Contacts:          Relationship Managers, Wealth Advisory Team, Business Banking Analysts, and Administrative staff External Contacts:          Startup founders, Chief Financial Officers’ and other staff. Also various service providers (i.e. Bookkeeping/finance, law firms, HR/Payroll providers etc)
Job ID
2022-16197
Category
Lending
City
Boston
State
MA
Position Type
Regular Employee (REG)
As a Credit Analyst IV, Residential you will support the underwriting needs of Eagle Lending's Home Equity Line of Credit (HELOC) product. Based in San Francisco, this person will be a key member of the Credit Team and will focus on processing, evaluating and completing financial analysis on home equity line requests. The Credit Analyst IV, Residential will partner closely with the Eagle Lending Account Executive team, as well as First Republic's Executive Loan Closing Committee (ELC) to monitor and maintain the overall credit quality of existing Eagle loan facilities.    What you'll do as a Credit Analyst IV, Residential: - Support the underwriting needs for Eagle Lending's Home Equity Line of Credit (HELOC) product by focusing on processing, evaluating, and completing financial analysis on individual loan requests ensuring turnaround time requirements are met. - Process and communicate adverse action decisions with the sales team and prepare notices and mailings as required. - Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc. - Serve as a subject matter expert on Eagle Lending’s products, processes and systems. Provide guidance and support including mentoring to new and junior members of the team. Serve as backup when peers are on out of the office or need assistance with their pipeline of loan applications. - Lead new hire and/or refresher trainings on credit and process components. Partner with management to review and QC underwriting of new team members to ensure credit quality. - Ensure quality credit and avert any potential signs of default throughout underwriting process and loan life cycle. - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities.
Job ID
2022-16189
City
San Francisco
State
CA
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, you will work closely with peer Loan Administrators as well as the Eagle Professional Loan Program (PLP) team to review all entity documents, review and keep track of needs lists for clients, and prepare draft and final loan documents for private equity and buy-in loans. 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 all documentation for Professional Loan Program (PLP) accurately and efficiently. - Prepare loan packages for funding and booking: - Accurately prepare all documentation for all Eagle loan products, including modifications, amendments, and renewals. - 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 program. - 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
2022-16177
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As part of the Information Services team, the EDCI Technology Team drives the vision to create an industry leading, client-centric data and analytics platform. The team is looking for forward thinking, action-oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions.   The role requires an individual with strong business and technical knowledge to provide technical expertise in large complex environments and must have a track record of successfully implementing and integrating technology solutions and platforms. This position requires knowledge and experience with Java, JavaScript, Python, Nest.js, Express.js, Angular/ReactJS, RESTful API development, Snowflake, ES6, Typescript, and docker containers as well as experience in detailed requirements analysis, software design, development, testing, and deployment.   What you’ll do as a Lead Full Stack Engineer, EDCI Technology: - Lead end-to-end (conception, development, maintenance, and evolution) implementation of full stack application and solutions. Includes working as an effective liaison between the front office, business units and other technology groups to ensure that client needs are addressed while maintaining alignment to the EDCI goals and strategy - Work with engineering, architecture, data, QA teams and stakeholders to create enterprise-grade, well tested business applications. Code should be well written and maintainable; always following the secure SDLC process - Responsible for software development using various programming languages and related tools and CI/CD pipeline, reviewing code written by other programmers, requirement gathering, documenting and implementation - Articulate complex technical issues to project managers, developers, engineering managers and architects in an articulate manner and recommend clearly thought-out solutions aligned to strategy - Deep understanding of Synchronous / Asynchronous communication patterns and problem-solving abilities with respect to Message Sequencing, Correlation, and Queuing - Lead technical solutions by designing system specifications, standards, and programming - Observance and enforcer of proven industry-standard processes - Support the program/project managers on various efforts between various IT, product, and business groups - Assisting with change management activities and ensuring appropriate users and technical teams are aware of upcoming changes - Responsible for aiding support teams in answering user questions about new or existing features, data issues, and variances from other source systems, and working with other operations and development teams to resolve data issues as necessary - Act as tertiary level support for Technical Support when necessary - 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, 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
2022-16175
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As part of the Information Services team, the EDCI Technology Team drives the vision to create an industry leading, client-centric data and analytics platform. The team is looking for forward thinking, action-oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions.   This position, as part of the Architecture and Innovation team, supports the other teams in the EDCI Technology Team by providing guidance and consultation on solution architecture, as well as assisting in designing new solutions and modifying current solutions. In addition, designing and implementing platform services to support data engineering, enterprise data warehouses, data marts, and data operations across the bank. They must be a highly hands on, motivated, quality driven engineer to lead solution architecture, design, and development. While strategic thinking and coordination are important elements of this role, this individual will be required to collaborate with multiple data providers and other business teams to design and build successful solutions.   What you’ll do as a Principal Solutions Architect: - Communicate and collaborate with product managers and technology teams to design, analyze, and build highly scalable solutions - Build software and data engineering expertise and own data quality for our processes. - Design and deliver large scale, highly available and mission-critical data platforms 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. - Help to ensure solutions follow industry best practices and SDLC - Involved in end-to-end agile design, scoping, implementation, and testing of solutions
Job ID
2022-16174
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Project Manager, Compliance & Risk will manage operational projects throughout the portfolio within the Deposits Franchise.  The individual is extremely adaptable and has the ability to manage multiple highly complex projects.  The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved. Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and successes. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role. Requires experience in both waterfall and agile methodologies.  Knowledge of regulatory compliance and risk management methodologies is ideal.   What you’ll do as a Senior Project Manager, Compliance & Risk:   - Drive developing business requirements, process flows, use cases, test plans and other work streams related activities and artifacts. - Take problem statements and turn them into actionable project plans with complete transparency to leadership and stakeholders. - Lead and manage all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling. - Facilitate impact analyses of current/existing technologies. - Contribute and/or lead vendor relationship management for project-related vendors and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors. - Keep project governance up to date; report on projects and contribute to their incremental improvement. - Monitor project and/or program execution and escalate project risks and issues early. - Facilitate adoption of business process changes and lead project team and stakeholders through effective change management - Develop detailed communication and rollout plans and manage business process changes - Partner with Deposit Services training team to create appropriate training on new process - Manage time bound regulatory compliance projects impacting critical business functions - Support management in data gathering for regulatory and third party reviews. - Maintain a flexible work schedule.
Job ID
2022-16167
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a PBCS Manager your primarily responsibility is to manage and monitor the work flow of the walk-in clients, lobby traffic and provide support to manage the Client Services Mailbox. The PBCS Manager is responsible for providing prompt, accurate, and courteous response to Preferred Banking internal and external client inquires.  Must work effectively with team members of all levels to maximize the customer experience and to resolve client needs.  Required to ask questions in order to understand the full banking needs of our clients and interact with various banking departments to ensure the client’s needs are met.  Demonstrate versatility within the client services role by performing all functions as needed.  The PBCS Manager should also be able to identify valuable FRB clients and be familiar with their banking patterns, principals on these accounts, and be able to share this level of knowledge with their team.  Always seeks to protect the bank and client through mitigating risk and assessing the appropriate work assigned to the team member based on their knowledge and experience.   What you'll do as a PBCS Manager: - Manage daily work flow, delegate specific tasks to CSA’s depending on their knowledge, expertise and ability, while keeping in mind their limitations and therefore minimizing risk to the bank and client. - Supervise the client facing CSA and provide ongoing support with daily transactions, problems and proactively engage when problem arise during the day. - Managing and monitoring the workflow of wire transfers (approving and releasing outgoing wires, research and resolve issues with rejected wires due to NSF, invalid account numbers, missing/incomplete information. Escalate when necessary. Follow up on wire tracers and cancellations. - Approving transactions that are over the CSA limits. - Responsible to coordinate effort with the Manager to ensure that all departmental functions are completed. - Responsible for approving quarterly branch certifications. - Manage and monitor the workflow of wire transfers (approving and releasing outgoing wires, research and resolve issues with rejected wires duet to NSF, invalid account numbers, missing/incomplete information. Escalate when necessary. Follow up on wire traces and cancellations - Responsible for being knowledgeable in all areas of client services and the CSA job functions, i.e. setting up courier service pick-up, deposits, issuing cashier’s checks, close accounts, orders ATM cards/checks, place stop payments. - Performs other duties & responsibilities as required or assigned by manager, including step into any roll within the PBCS department when needed. - 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
2022-16160
Category
Customer Service/Support
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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