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

 

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Common goals, uncommon potential As a Client Relations Manager, you’ll assist the Relationship Manager with a variety of credit, business development/marketing and client management tasks. You’ll have the opportunity to be a liaison to cultivate and deepen existing and new client relationships in the professional services with a focus on early and growth stage startups, founders, VC/PE.   What you’ll do as a Client Relationship Manager:   Support the loan process: - Apply knowledge of First Republic’s mortgage products, practices and tools while providing credit underwriting support to the Relationship Manager - Underwrite credit proposals and analyze personal financial statements, tax returns and credit reports with a high appreciation for attention to detail. Develop knowledge that will allow effective basic underwriting skills for high net worth individuals who are synergistic to our business model - Identify usual risks and mitigate common factors which could impact the Applicant's loan repayment ability. Utilize key loan underwriting tools and techniques to access Applicants' eligibility - Understand the necessity and value of accuracy and regulatory compliance. Accurately gauge the impact and cost of errors, omissions, and oversights. Utilize specific approaches and tools for checking and cross-checking outputs.  - Take personal ownership of assignments and activities, pro-actively communicating decisions and results to internal partners. Deliver quality work and solutions within accepted service level agreement / deadlines - Value the importance of teamwork with ability to work cooperatively towards shared goals. Actively participate in team meetings by sharing information, knowledge, and experiences openly. - Demonstrate open, friendly, accepting, and supportive behaviors with peers and colleagues.  Assist with Marketing & Sales Efforts: - Assist with the management of the Relationship Manager’s client portfolio - Develop strong relationships with key clients and stakeholders - Analyze and manage internal and external data sources to identify top clients and prospects, potential cross-sell opportunities - Facilitate new client onboarding journey though client service - Help support client engagement and outreach
Job ID
2022-15027
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Specialist II, Corporate Services: - Provide extraordinary support for clients using Cash Management services through either phone or email by utilizing vendor and internal systems to conduct research and track issues. - Provide first-level technical support for Corporate Online and related systems. - Drive both simple and complex Cash Management requests to completion by coordinating with vendors and various departments within First Republic. - Meets work standards by following production, productivity, quality, and customer-service standards as set by First Republic management. - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing. - Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters. - Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction.
Job ID
2022-15025
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Wealth Advisor Associate is responsible for assisting the Wealth Advisor in strategically identifying potential client opportunities from the Wealth Advisor’s extensive networks, generating new leads and uncovering high-value opportunities.   The Wealth Advisor Associate will also support the Wealth Advisor in all aspects of the sales cycle, including scheduling follow-up meetings, managing administrative elements, and overseeing the pipelines of completed meetings to ensure all prospective clients are being connnected with the Wealth Advisor. The overall goal is to increase assets under management and deposit balances at First Republic Bank by marketing wealth management products and services to meet client needs, becoming our client’s trusted wealth advisor, and maintaining strong client relationships.   The desired candidate will have a strong understanding of the broad range of service offerings available at First Republic, relationship management skills, as well as quantitative and strategic skills. He or she will champion the firm’s private wealth management services both internally and to prospects and clients.   What you’ll do as a Wealth Advisor Associate: - Provide support for Wealth Advisor on client engagement and tracking - Research and gather business intelligence about prospective clients and trends in opportunities - Prepare and send strategic emails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team - Engage in networking events and client events to develop prospecting skills and opportunities - Interact with prospective clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing follow up communication and materials - Participate in client meetings to learn the business and add value as the Associate acquires client-facing skills
Job ID
2022-15024
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Specialist II, Corporate Services: - Provide extraordinary support for clients using Cash Management services through either phone or email by utilizing vendor and internal systems to conduct research and track issues. - Provide first-level technical support for Corporate Online and related systems. - Drive both simple and complex Cash Management requests to completion by coordinating with vendors and various departments within First Republic. - Meets work standards by following production, productivity, quality, and customer-service standards as set by First Republic management. - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing. - Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters. - Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction.
Job ID
2022-15023
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Specialist II, Corporate Services: - Provide extraordinary support for clients using Cash Management services through either phone or email by utilizing vendor and internal systems to conduct research and track issues. - Provide first-level technical support for Corporate Online and related systems. - Drive both simple and complex Cash Management requests to completion by coordinating with vendors and various departments within First Republic. - Meets work standards by following production, productivity, quality, and customer-service standards as set by First Republic management. - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing. - Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters. - Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction.
Job ID
2022-15022
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Recruiter will be responsible for executing full cycle searches for Private Wealth Management as well as other areas. You will have full ownership of search execution including sourcing, assessing and recruiting top talent to First Republic. Specifically, you will be responsible for client engagement and relationship management, search strategy and execution, candidate pipelining and offer negotiations.   What you’ll do as a Senior Recruiter: - Develop and maintain strong working relationships with internal client groups, stakeholders, candidates, and external agency partners while serving as a spokesperson and advocate for First Republic Bank. - Manage end-to-end recruitment process for Private Wealth Management openings - Actively participate in search meetings and discussions with hiring managers Provide guidance on process and share market insights. - Work closely and cross-functionally with hiring managers to: assess recruiting needs, understand job requirements, and develop job descriptions for each position; and tailor/refine recruitment process as-needed. Create and implement recruitment strategy where applicable - Market Research and Mapping. Source candidates and develop networks of people and processes to support a strong pipeline of qualified candidates. - Conduct initial screen with networking prospects, referrals, applications, and passive candidates. Build pipelines of qualified, high-caliber candidates using creative and effective sourcing strategies. - Engage, contact, and manage a positive candidate experience throughout recruitment process. - Contribute to projects on an ad hoc basis. 
Job ID
2022-15018
Category
Human Resources
City
New York
State
NY
Position Type
Regular Employee (REG)
Within the Lending Strategy, Product & Sales Department of First Republic Bank, the Loan Syndication Desk establishes and maintains relationships with external loan syndication bank partners, coordinates syndication efforts, works with the Business Banking, Executive Loan Committee, Legal, and other departments within FRB on syndication deal structures, provides documentation negotiation support, evaluates the Bank for syndication process improvements and obtains and distributes fund finance market intelligence to further support the Bank’s Business Banking lending strategy. The Syndication Analyst will be primarily responsible for Capital Call LOC transaction support as well as coordinating the development and maintenance of various internal data and reporting requirements for continued monitoring of syndication transactions originated and held within the Bank’s balance sheet.  In addition, the Syndication Analyst will be a material participant in any review and development of new or expanded process and technology improvements which further support the continued growth of the syndicate Capital Call LOC program.   What you’ll do as a Syndication Analyst:   - Oversee and ensure all Administrative Agent duties are assigned and completed for Bank led loan syndications. - Provide syndication transaction support ensuring smooth deal management between the FRB client, Business Banking Teams and the syndicate bank partners. - Work with various departments for the evaluation, development, and implementation of enhanced or new process and technology solutions to support continued Capital Call LOC lending growth. -  Develop, maintain, and distribute internally Capital Call LOC syndication specific data and reporting information.  - Participate in client and partner bank syndication specific documentation negotiations including, but not limited to, Term Sheets, Credit Agreements and Joinder Agreements. - Build relationships with internal deal partners including, but not limited to, Business Banking, Legal, Lending Services, Enterprise Risk Management and Credit Administration.  - Support Director of Loan Syndication’s efforts in evaluating new Capital Call LOC syndication opportunities for general adherence to the Bank’s and the general market requirements. - Position requires some limited travel to both internal Bank offices and to Syndicate Bank Member locations. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2022-14992
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as PWM Senior Counsel: - Providing real-time legal advice and recommendations to First Republic Securities Company’s compliance and business partners (both client-facing and corporate staff). - Reviewing and negotiating legal contracts, including client agreements, selling agreements, insurance agreements, and 10b5-1 plans. - Assisting with regulatory inquiries from the SEC, FINRA, states and other regulators such as the FDIC, as well as internal and external audit requests. - Assisting with registration filings and related inquiries from FINRA and state securities regulators. - Handling litigation and regulatory enforcement matters, and managing outside litigation counsel as appropriate. - Advising on or handling customer complaints and civil subpoenas. - Researching issues that may involve legal or factual complexity, through examination of documents and/or factual investigation, as well as independent legal research. - Identifying and driving implementation of operational enhancements and internal policies/procedures in order to effectively mitigate risk and improve efficiency.
Job ID
2022-14989
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Market Business Leader will be charged with supporting the Regional Business Leader’s leadership efforts in successfully growing and managing their respective region. The responsibilities associated with this role represent an important management responsibility as junior partner of the leadership team, encompassing the growth and development of our Wealth Management colleagues and contributing to the broader enterprise goals of First Republic Bank.   The activities and responsibilities associated with the MBL role are multifaceted, and include growing the business, direct oversight and supervision of Wealth Managers, partnership with the executive leadership team and Wealth Managers, responding to everyday issues, driving institutional change efforts with various stakeholders, supporting the recruitment efforts and subsequent integration of new Wealth Managers, and overseeing administrative efforts within the region. What you’ll do as Vice President,Market Business Leader:   - Develop into a senior First Republic leader by aiding the Regional Business Leader in executing a defined regional strategy to ensure goals are achieved - Gain knowledge of the PWM business, sales process, regulatory & supervisory framework, corporate guidelines, and procedures - Collaborate with Wealth Manager teams to address business opportunities/challenges - Serve as initial escalation point for issues pertaining to Wealth Manager teams - Promote the positioning of Wealth Managers as trusted advisor through the further introduction of other Private Wealth Management (“PWM”) products and services (e.g., trust, insurance, FX and financial planning) - Identify process improvements and lead projects - Assist in preserving and promoting the culture of First Republic and its stated values - Lead administrative efforts - Support recruiting, onboarding and integration of new Wealth Manager hires - Partner with colleagues across the First Republic organization
Job ID
2022-14988
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Strategic Sourcing Manager role supports designated business areas in the development and implementation of a category plan  to assist the business in its assessment of the use of third parties who provision goods or services to the Bank..  This role will indirectly manage teams supporting engagements with the business.  The Manager supports the business in managing a category of spend of approximately $100 million.  The Manager engages directly with the business units to build strategies for the assigned work including requests for proposals, information requests, and reverse auctions.     What you'll do as a Strategic Sourcing Manager: - Lead the development and implementation of a category for complex strategic sourcing activities. - Conduct market analysis, analyzes category spend data and apply broad industry knowledge to sourcing strategies and recommendations. - Work closely with business partners to source best-in-class goods and or services to advance the Bank’s goals and objectives. - Identify and communicate category-related trends to the business. - Manage individual project timelines. - Execute complex RFx or other sourcing events. - Support the Bank’s minority and women owned business enterprise (MWBE)/Supplier Diversity program aspirations. - Coordinate negotiations with suppliers for high-dollar, complex or high priority goods and or services. - Engage business partners to determine negotiation objectives. - Leverage multiple negotiation methodologies to achieve desired outcomes in a consistent and methodical manner. - Partner closely with the business and subject matter experts to ensure the best interests of the bank are always represented in negotiations. - Manage the interaction with the business, IT, Vendor Management, Business Technology Partners and suppliers throughout the negotiation process. - Work closely with business partners to define key performance indicators and service level agreements to hold suppliers accountable. - Provide senior level leadership. - Manage business relationships, acting as a liason between Shared Services and the business leadership. - Provide expertise and mentor others. - Develop and recommend continuous improvement efforts. - Stay abreast of external sourcing strategy best practices and make recommendations accordingly. - Perform additional responsibilities as assigned. - Partner with Shared Services teams to pull in additional staff support when needed.
Job ID
2022-14953
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll be doing as a Fixed Income Trader: - Member of buy side fixed income management team, responsible for fulfilling fiduciary duties within a RIA and focused on Municipal and Corporate investment grade markets. - Trade execution for the Bank’s investment portfolio under the direction of the Head of Fixed Income Trading, the Bank’s Chief Investment Officer and the Investment Committee by sourcing in the primary market for municipal securities and other high quality liquid assets. - Assist in the formulation and implementation of strategic and tactical trade ideas and portfolio positioning including strategic and analytical support - Support of trade execution of daily municipal and taxable purchase and sale requests, including managing bid wanted lists. - In addtion, raising cash for SMAs, internal purchase requests, and portfolio construction. - Manage secondary and primary market deal sourcing and competitive bid processes under the direction of the Trader Portfolio Manger, providing support to the overall trading function of the team. - Serve as product specialist to the various Wealth Manager Teams and assist with request, questions and client presentations. - Partner with the PM teams, client service and technology teams to resolve issues and improve scale and efficiency - Determine relative value within fixed income markets by maintaining thorough understanding of municipal and taxable market credits, structures and yield curves. - Support a culture of continuous improvement by defining, documenting and implementing process improvements
Job ID
2022-14948
Category
Wealth Management
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 Commercial 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 Commercial 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
2022-14938
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Lending Technology Commercial Portfolio Lead determines the strategic direction of several commercial lending products or workstreams including document preparation, portfolio management and servicing in alignment with the business and overall bank strategy, revenue goals, market opportunities and other business objectives. In the role they will build and develop a business level vision for the set of products assigned, build and foster a team to support the products and executes on the vision. They will be the “defacto” subject matter expert within the bank and serves to understand the current market of products available outside the bank to continuously review, analyze and, where appropriate, recommend new products for possible implementation.  These efforts include identifying current gaps within the bank, finding and evaluating new vendors, products and/or processes driven by business needs assessments, market/vendor comparisons, regulatory changes/updates and industry trends.  If required, RFIs or RFP processes may be required along with the subsequent documentation of findings and executive presentations. They will have strong business acumen specifically around commercial lending. The product portfolio manager must have strong understanding of loan operating systems, specifically, nCino, industry leading loan accounting systems, AFS III, AFS Vision, or Loan IQ and document preparation systems, with specific capabilities and knowledge of industry vendors such as LaserPro, CSI or Walters Kluwer. 
Job ID
2022-14927
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
TBD   What you’ll do as a
Job ID
2022-14926
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is looking for a seasoned business analysis professional to join our Lending Business Process Design team.  As the senior business analyst, you will partner with key Lending business users as well as other departments and stakeholders to identify and understand current operational challenges in order to collaboratively design and implement processes and interventions in a cost-effective manner.  Using your strong understanding of process, data, and custom application development, you will identify you will work with end users and business partners to document business processes and requirements, including, but not limited to, wireframes and detailed descriptions of user interactions within the system. You will also have the exciting opportunity to define an enhanced future-state process.   What you’ll do as a Senior Business Analyst , Delivery & Execution: - Identify opportunities for enhanced efficiency in strategic and tactical efforts - Design and document new process flows using industry standard techniques - Delve into raw data to validate the process, identify reporting gaps, and design new reports - Document business requirements in the form of use cases and mockups - Manage change using targeted verbal and written communications including, but not limited to, system mockups, demos, job aids, training, and release communications - Manage a prioritized list of enhancements - 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
2022-14922
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
TBD 
Job ID
2022-14920
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
You will be responsible for managing client expectations and requests while assisting the Relationship Manager (RM) with day to day duties which may include a variety of analytical and client service oriented tasks. This position manages the RM's book of business alongside alleviating the day to day tasks to allow the RM to focus on the growth of the business. The ideal candidate will act as a liaison between RM clients, Private Banking Officers, and lending personnel which require knowledge of various FRB products and programs depending on the RM's business needs. Responsibilities include but not limited to managing client expectations and requests. Working with Clients, RM, and Executive Loan Committee (ELC) to determine loan structure and pricing, and underwriting in a timely matter. This includes presenting deals to ELC and obtaining approval on behalf of the RM.  You will also be responsible for managing the RM’s inbox to assist with bringing in client service, loan servicing, the preferred banking team, etc. for any client needs, which will help alleviate these tasks from the RM, who can spend more time growing the book of business.    What you’ll do as an Internal Account Executive: - Collaborate with RMs, Executive Loan Committee (ELC), and clients to help determine appropriate loan product(s), loan amounts, and optimal structure - Present deals on behalf of the RM to ELC for approval - Communicate results to customer on the "needs list", request missing items from clients when requested by processors - Act as primary contact for clients when requested by RM - Underwriting of residential loans.  We will train the Account Executive on how to underwrite residential loans and how the residential loan process flows.  - Prepare pre-approval letters, forward loan applications etc. when Client Service Admin is not available - Provide excellent customer service: - Respond to client inquiries and requests to properly manage client expectations and needs - Respond to incoming calls - Meet with clients as requested - Assist with business development: - Work with the RM to review their book of business and identify areas of opportunity to deepen relationships. - Strategize with RM on appropriate client situations and on Client Meetings. Help RM to maximize their business development efforts. - Provide prospect follow up emails to continue the conversation, and help set up follow up meetings.
Job ID
2022-14916
Category
Lending
City
Boston
State
MA
Position Type
Regular Employee (REG)
As VP, Lending Operations Risk Management, you’ll be a member of the first line of defense and have responsibility for continually monitoring and enhancing the group’s compliance program to ensure it remains effective in managing the risks associated with adhering to all applicable federal and state banking laws and regulations and regulatory guidance. You will have the opportunity to utilize your leadership and management skills as you coach, develop, and otherwise supervise a team of Lending Services operations risk management staff. Utilizing your thorough knowledge of lending operations and identified quality indicators, you will also oversee the coordination and support of all applicable quality reviews, UDAAP monitoring, and remediation plans and initiatives.   What you’ll do as the VP, Lending Operations Risk Management: - Design and implement a risk-based compliance management system (“CMS”) that includes reliable Quality Assurance and Quality Control processes in collaboration with Corporate Compliance. - Conduct targeted reviews, UDAAP monitoring, and/or risk assessments of functional areas in order to determine the strategic course of the Lending Services Operations Risk Management program. - Assist in long-range and strategic planning for the CMS in partnership with Corporate Compliance. - Review the effectiveness and documentation of existing control processes and enhance where required. - Direct detailed reviews of internal quality assurance monitoring efforts to verify accuracy and completeness. Develop and implement recommendations for strategic improvements as necessary. - Make sound decisions regarding all quality assurance procedures and findings and communicate effectively with the Operations Control/QA teams, other relevant departments, and senior management. - Stay abreast of department operations and developments with an eye toward proactively identifying and mitigating emerging trends that could pose increased compliance risk. - Provide practical, knowledgeable and effective advice on operations risk matters by responding quickly and practically to questions and concerns. Be able to “think outside the box” and create business-friendly solutions without compromising compliance with regulatory requirements and expectations. - Follow-up on key regulatory developments and their impact on business activities. Remain current on compliance-related best practices in the financial industry. - Develop excellent and trusting relationships with the Office of the General Counsel and assist the team in continuing to promote a culture of compliance. Foster open communication within all levels of the organization to develop strategic partnerships and ensure a positive compliance posture is maintained. - Review any Lending related client complaints, identify root causes, analyze trends, and advise on any management action. - Assist in ensuring internal audit and testing exceptions are appropriately addressed, root causes identified and procedures developed to prevent repeat findings. - Manage the development and reporting on operations-related quality metrics. - Conduct employee development/engagement activities, performance reviews, and other administrative supervisory activities. - Perform duties and responsibilities specific to department functions and activities or as assigned by senior management. - 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
2022-14913
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Closing team. As a Loan Closing Specialist, Commercial Real Estate, you will assist the Bank’s loan teams in originating each commercial real estate loan by ensuring that the loan is documentable and serviceable by the Bank, creating loan files, performing due diligence by obtaining all required client information to support the loan transaction, and consistently updating the commercial loan origination database. You will also review, perform the necessary due diligence on, and capture information to accurately generate and analyze loan and real estate documentation as well as fund and board the loans to the Bank’s accounting system.    What you’ll do as a Loan Closing Specialist, Commercial Real Estate:   - Assist Relationship Managers and Loan Specialists with managing their workflow, questions regarding products, functionality, etc., providing options and escalating issues when appropriate. - Determine internal vs. external loan documents processing path for each loan documentation package. Accurately generate all required loan documentation within the expected service level. This includes working with third parties such as title companies, legal counsel, etc. - Validate the full and proper execution of loan documentation, close and fund the loans. - Generate and obtain documentation related to the collateral and file all appropriate liens/holds, etc. to secure collateral. - Ensure complete and accurate imaged files are maintained in the enterprise document management system, OnBase for records management. - 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
2022-14912
Category
Lending
City
New York
State
NY
Position Type
Regular Employee (REG)
What you'll do as an Architect, Architectural Design and Development:   The Architect of Architectural Design and Development, reports to the Director of Architectural Design and Development.   The Design Architect will take the lead in developing design of the Bank’s Preferred Banking Offices, working closely with the current in-house Architect, to understand our design philosophy and design approach.   Works closely with the Architectural Design and Development Team, Senior V.P. Real Estate, Construction Management Team and Facilities & Administrative Services to design, develop and manage all facility projects for the Bank, including our Preferred  Banking Offices, commercial tenant improvement for corporate office, as well as, all regional offices, new office and existing office remodel projects.   Responsible for signing architectural documents for building permit submittal. 
Job ID
2022-14898
Category
Administrative
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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