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
2022-14701
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Client Service Manager #LI-Hybrid: Our Client Service Managers report into the Director of Client Services for Private Wealth Management. These leaders are responsible for hiring, developing, and managing large teams of Client Service Professionals and provide direct support to our Wealth Management Teams in partnership with our Regional Business Leaders.    The Client Service Manager is a high visibility role that is mission critical to the future growth and success of First Republic and, specifically, Private Wealth Management.  These individuals are expected to effectively direct service and change management efforts, oversee individual and team employee relations, and drive strategic initiatives.    Successful candidates need to be self-starters with an entrepreneurial spirit as First Republic strives to continuously improve the client and employee experience. The ability to thrive in a dynamic, constantly changing environment with sound judgement in high stakes situations is required.   Role and Responsibility Overview: There are three primary aspects to the work that the Client Service Manager will be responsible for: (1) service and change management (2) individual and team employee relations oversight, and (3) organizational and strategic leadership. Each of these three areas are described in further detail below. Service and Change Management: - Liaise with cross-functional partners to troubleshoot complex client requests, identify and implement process improvements/training opportunities, and streamline operational/service efficiencies to drive a better client and employee experience - Lead standing change management meetings to provide timely, tactical, and actionable updates to keep the field informed, solicit group-think insight, and address key concerns and questions accordingly - Coordinate standing professional development meetings tailored at a functional level to foster personal and professional development opportunities and deliver a more robust client service model to Wealth Managers and Clients - Steer cross-functional department stakeholder meetings to identify service improvement opportunities, collaborate on comprehensive solutions, and design holistic change management strategies   Individual and Team Employee Relations Oversight: - Partner with Regional Business Leaders and Wealth Managers to understand team business models and projected growth plans to recommend service-related best practices, evaluate and align resources to maximize team efficiencies, and forecast headcount and compensation requirements - Lead individual standing check-ins to offer personalized interpersonal and professional development guidance, monitor goal progression and adjust as needed, and partner with Wealth Managers on assessing performance/potential status checks throughout the year to consistently manage expectations across all impacted parties - Participate in national semi-annual Talent Assessment offsites to conduct a comprehensive 360 assessment of individual contributors in comparison to relative peer groups, apply and evolve performance and potential evaluation standards, and determine ways to measure success consistently across the team - Promote Firm culture through team building events, interpersonal and technical skill development opportunities, and demonstrating our corporate values through mindful leadership   Organizational and Strategic Leadership: - Build partnerships and cross-functional engagement across wealth management teams and other lines of business to drive department-wide improvements, enhancements, and service-related standards - Drive service and operating efficiency enhancements to manage headcount expense, improve net promoter scores, and increase employee productivity and satisfaction - Partner with PWM Technology to identify and prioritize business requirements, set and execute change management strategies and training solutions, and escalate user experience and adoption concerns where applicable - Develop and maintain a top talent recruitment and retention strategy through competitive training and development programs, comprehensive compensation plans, and client and employee centric corporate values   Additional responsibilities for this role 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
2022-14698
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
Client Service Manager #LI-Hybrid: Our Client Service Managers report into the Director of Client Services for Private Wealth Management. These leaders are responsible for hiring, developing, and managing large teams of Client Service Professionals and provide direct support to our Wealth Management Teams in partnership with our Regional Business Leaders.    The Client Service Manager is a high visibility role that is mission critical to the future growth and success of First Republic and, specifically, Private Wealth Management.  These individuals are expected to effectively direct service and change management efforts, oversee individual and team employee relations, and drive strategic initiatives.    Successful candidates need to be self-starters with an entrepreneurial spirit as First Republic strives to continuously improve the client and employee experience. The ability to thrive in a dynamic, constantly changing environment with sound judgement in high stakes situations is required.   Role and Responsibility Overview: There are three primary aspects to the work that the Client Service Manager will be responsible for: (1) service and change management (2) individual and team employee relations oversight, and (3) organizational and strategic leadership. Each of these three areas are described in further detail below. Service and Change Management: - Liaise with cross-functional partners to troubleshoot complex client requests, identify and implement process improvements/training opportunities, and streamline operational/service efficiencies to drive a better client and employee experience - Lead standing change management meetings to provide timely, tactical, and actionable updates to keep the field informed, solicit group-think insight, and address key concerns and questions accordingly - Coordinate standing professional development meetings tailored at a functional level to foster personal and professional development opportunities and deliver a more robust client service model to Wealth Managers and Clients - Steer cross-functional department stakeholder meetings to identify service improvement opportunities, collaborate on comprehensive solutions, and design holistic change management strategies   Individual and Team Employee Relations Oversight: - Partner with Regional Business Leaders and Wealth Managers to understand team business models and projected growth plans to recommend service-related best practices, evaluate and align resources to maximize team efficiencies, and forecast headcount and compensation requirements - Lead individual standing check-ins to offer personalized interpersonal and professional development guidance, monitor goal progression and adjust as needed, and partner with Wealth Managers on assessing performance/potential status checks throughout the year to consistently manage expectations across all impacted parties - Participate in national semi-annual Talent Assessment offsites to conduct a comprehensive 360 assessment of individual contributors in comparison to relative peer groups, apply and evolve performance and potential evaluation standards, and determine ways to measure success consistently across the team - Promote Firm culture through team building events, interpersonal and technical skill development opportunities, and demonstrating our corporate values through mindful leadership   Organizational and Strategic Leadership: - Build partnerships and cross-functional engagement across wealth management teams and other lines of business to drive department-wide improvements, enhancements, and service-related standards - Drive service and operating efficiency enhancements to manage headcount expense, improve net promoter scores, and increase employee productivity and satisfaction - Partner with PWM Technology to identify and prioritize business requirements, set and execute change management strategies and training solutions, and escalate user experience and adoption concerns where applicable - Develop and maintain a top talent recruitment and retention strategy through competitive training and development programs, comprehensive compensation plans, and client and employee centric corporate values   Additional responsibilities for this role 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
2022-14697
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Account Executive, you will help us explore the significant opportunity that exists to expand business and personal banking relationships in each of our key geographies with the Eagle loan product suite. In this role, you will be responsible for helping establish new banking relationships with businesses and, more importantly, the high net worth individuals associated with these businesses, as well as growing relationships with existing clients. In an effort to expand First Republic’s small-business lending portfolio, you’ll focus on building the client base for our Eagle One for Business loan product.   You’ll have the opportunity to work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calls, and follow-up with existing clients and prospects. Further relationship-building opportunities will include obtaining bank deposits; selling additional Eagle Lending products; and providing referrals for investment advisory, trust and other private banking products.   What you’ll do as a Business Account Executive: - Develop high-quality Eagle One for Business loans for clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle One for Business loan clients to the Bank. - Manage your territory’s pipeline of transactions in process, as well as providing client support and vetting the completeness of and completing initial credit analysis on new applications for Eagle One for Business loans. - Assist your Preferred Banking Office colleagues in business development efforts and calling on clients as well as discovering new opportunities to serve the existing client base. - Assist your Preferred Banking Office colleagues in reviewing credit requests, obtaining documentation, and coordinating with Credit Analysis and Credit Approval to ensure that the loans are high quality. - Use critical thinking and independent judgment skills to resolve issues by arriving at alternative solutions and proposals to ensure that the loans are of high quality and that client needs are met. - Further client relationships by bringing in deposits and referrals for wealth advisory, trust and other banking services.   - Work with the Regional Eagle Lending Sales and Service Manager and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business. - Meet the goals established in your position-specific incentive program, which will emphasize Eagle Lending production, demand deposits, money market accounts and cross-selling the full private banking relationship. - Create new processes and communication channels to ensure smooth communication and outstanding customer service, and work independently with all constituencies to ensure that issues are resolved, solutions created and transactions closed.
Job ID
2022-14665
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Portfolio Analytics Team provides data and analytics on First Republic Bank’s loan portfolio to regulators, auditors and senior management across departments.  The Reporting Analyst focuses on producing quality and timely recurring reports and processes, and collaborates with teams across the bank to improve data quality The ideal candidate possesses strong attention to detail, logic, data analysis, and understanding of loan data structures.  This individual will be motivated by the desire to run reports and analytics to support growth and positive change.  In addition, the ideal candidate will be adept at working with partners across departments to accomplish shared objectives.    Success is defined by managing processes in a timely and efficient manner with appropriate controls, identifying trends and nuances within the data, and working with end users to maximize the value of solutions delivered.   What you’ll do as a Reporting Analyst: - Assume primary responsibility for items including monthly and quarterly recurring reports that feed the Bank’s financials, regulatory reporting, loan monitoring and audit processes - Produce accurate reports with consistent methodology - Investigate data anomalies - Understand end user goals to provide optimal solutions - Become a data super user with a deep understanding of data sources and business logic - Manage processes independently, providing timely status updates to key stakeholders - Drive process improvements to strengthen controls, improve data quality, and reduce production time - Work with developers to automate processes
Job ID
2022-14660
Category
Credit Administration and Approval
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst IV, Business to support the underwriting needs of Eagle Lending's small business loan product, "Eagle One for Business." Based in San Francisco, the Credit Analyst IV, Business will be a key member of our all-star Analyst team, and will focus on processing, evaluating, and completing financial analysis on small business loan requests. Additionally, the Credit Analyst IV, Business will partner closely with the Eagle Lending Account Executive team as well as First Republic's Executive Loan Committee to monitor and maintain the overall credit quality of existing Eagle loan facilities. The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team.   What you'll do as a Credit Analyst, Business: - Support the underwriting needs for Eagle Lending’s Eagle One for Business product ensuring turnaround time requirements are met. Verify accuracy and completeness of loan application file including; entering application information in origination systems, completing due diligence, running appraisal reports, and UCC searches. - Proficient use of Moody’s CreditLens or similar application to complete financial analysis and spreads. Analyze cash flow reports, calculate ratios, recognize, and describe trends and identify recurring and non-recurring sources of cash flow and borrowers’ ability to debt service. - 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. - Ensure quality credit and avert any potential signs of default throughout the underwriting process and loan life cycle. Ongoing servicing of the portfolio, including loan modifications and projects with Special Assets and Credit & Risk. - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities.
Job ID
2022-14659
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential This position is a Managing Director, Advanced Planner role which is responsible for the development, design and implementation of a suite of planning services that include consultations, wealth assessments and comprehensive financial plans as well as other wealth planning deliverables.  The team of Advanced Planners serve multiple client segments and this position will primarily work with $8 million plus investment management opportunities; on average $40-50 million net worth clients. Responsibilities will include acting as a point of contact for individual clients and presenting all aspects of the planning services and deliverables.    What you'll do as a Managing Director, Advanced Planner:   Manage and deliver wealth planning advice as well as overseeing the planning process for each client engagement and develop the wealth plans or other planning deliverables for client presentation.  The candidate will: Have significant expertise in the area of estate and gift tax, wealth transfer planning and income tax planning. Market the Advanced Planning Services to internal colleagues as well as clients or prospects of First Republic. Engage clients and independently compile the required information for plan development and recommendations. Assemble all applicable client data necessary to develop a solid, viable, meaningful wealth plan or deliverable. This process involves direct contact with the client or the client’s other advisors such as their accountant and attorney. Utilize planning software and other applications to build financial models based on client data and information compiled. Independently conduct research and analyze data as required Independently review and prepare an analysis of a client’s estate planning documents. Deliver major aspects of the wealth plan, other planning deliverables and planning recommendations and advice to the client.   Secondary responsibilities include: Managing confidential client information Managing client pipeline and the engagement from initiation to completion Main point of contact with private banking, wealth management teams and internal resources regarding client engagements Lead various special projects related to planning The successful candidate will demonstrate strong and deep technical knowledge in various wealth planning topics.  Additionally, the candidate will have existing expertise or willingness to obtain knowledge of planning software, specifically eMoney and WealthTec applications. 
Job ID
2022-14655
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This position is a hybrid role.  Employees are required 2 days a week in the office, 3 days remote.   Common goals, uncommon potential As an Internal Auditor – Compliance and a member of our Internal Audit team, you will have the opportunity to work closely with the Bank’s 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 internal audits, including consideration of applicable regulatory requirements, as well as providing consultation on risks and controls throughout the Bank and its subsidiaries. This role has the option to be located in San Francisco, Los Angeles, or New York.   What you’ll do as an Internal Auditor – Compliance: - 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 internal 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; 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. #LINKEDIN - HYBRID
Job ID
2022-14617
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
2021-14569
Category
Banking
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Senior Loan Analyst: - 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
2021-14544
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst III to support the underwriting needs of our Personal Line of Credit (PLOC) or Professional Loan Program (PLP) products. We're looking for a self-starter who is eager to leverage his/her underwriting experience to add value to our all-star Credit Analyst team. Based in New York, this role will focus on processing, evaluating, and completing financial analysis on individual loan requests and will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   What you’ll do as a Credit Analyst III: - Support the underwriting needs for Eagle Lending’s consumer products by focusing on processing, evaluating, and completing financial analysis on individual loan requests ensuring turnaround time requirements are met. Verify accuracy and completeness of loan application file. - Effectively use Moody’s CreditLens or similar tool to spread tax returns and financial statements. - 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. - Ongoing servicing of the portfolio, including loan modifications and projects with Special Assets and Credit & Risk.
Job ID
2021-14486
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst III to support the underwriting needs of our Personal Line of Credit (PLOC) or Professional Loan Program (PLP) products. We're looking for a self-starter who is eager to leverage his/her underwriting experience to add value to our all-star Credit Analyst team. Based in San Francisco, this role will focus on processing, evaluating, and completing financial analysis on individual loan requests and will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   What you’ll do as a Credit Analyst III: - Support the underwriting needs for Eagle Lending’s consumer products by focusing on processing, evaluating, and completing financial analysis on individual loan requests ensuring turnaround time requirements are met. Verify accuracy and completeness of loan application file. - Effectively use Moody’s CreditLens or similar tool to spread tax returns and financial statements. - 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. - Ongoing servicing of the portfolio, including loan modifications and projects with Special Assets and Credit & Risk. - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities.
Job ID
2021-14481
Category
Lending
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Senior Credit Analyst to support the underwriting needs on the Firm-side of our Professional Loan Program (PLP) while preserving the high credit quality of the portfolio. We’re looking for a self-starter who is eager to leverage their commercial underwriting experience as part of our fast-growing and fast-paced Professional Loan Program (PLP) Firm Underwriting team. The ideal candidate has strong attention to detail and is a clear and confident communicator who is comfortable collaborating with a wide variety of stakeholders to achieve an exceptional outcome. Knowledge of the Private Equity and Venture Capital industries is a plus.   What you’ll do as a Senior Credit Analyst - Private Equity and Venture Capital Finance: - Underwrite high-quality credit narratives in support of new and existing loans including short-term extensions. Generate credit package including memorandum, organizational charts, global cash flow, etc., multi-year financial and risk analysis, Bank strategy, purpose of loan, repayment sources, collateral analysis, financial & reporting covenants, and company summary. - Lead meetings with executive level clients to review complex financial reporting, organizational structures and create Firm financial projection models. - Confident making sound credit recommendation to Executive Loan Committee, Legal and Management. Able to assist with loan structuring, covenant writing and recognizing collateral risk and structuring implications from complex, legal organizational documents. - Proficient use of Moody’s CreditLens or similar application to complete financial analysis and spreads. Analyze financial statements, tax returns, cash flow reports, calculate ratios, recognize, and describe trends and identify recurring and non-recurring sources of cash flow and borrowers’ ability to debt service. - 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. 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. - Actively participate in continuous process improvements by generating suggestions and participating in problem solving activities.
Job ID
2021-14470
City
New York
State
NY
Position Type
Regular Employee (REG)
A Senior Loan Specialist is responsible for ensuring that all residential and commercial real estate loans and are analyzed, underwritten and processed in a timely manner while achieving a high level of client service and maintaining all regulatory requirements. Responsibilities primarily focus on financial analysis, underwriting and relationship management. Individual must have extensive mortgage underwriting experience and a thorough understanding of the loan process from beginning to end. What you’ll do as a Senior Loan Specialist: • Underwrite high-quality credit narratives in support of new and existing commercial and multi-family loans, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. • Underwrite complex home loans and HELOCs for high net worth borrowers. • Analyze each loan file, ensuring the Loan Approval Worksheet (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. • Review loan files within the company’s paperless system for completeness and proper classification/organization and identify missing documentation or potential problems and generate needs lists for clients, Relationship Managers and Client Services Specialist. • Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld • Communicate with Relationship Managers, and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages • Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. • Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk, Investor Support Desk and third party vendors. • Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings • Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining good quality and client satisfaction results • Cross trains other team members, when applicable. • Perform duties & responsibilities specific to department functions & activities. • Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level • Performs other duties & 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
2021-14453
City
San Diego
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Credit Analyst - Private Equity and Venture Capital Finance: - Underwrite high-quality credit narratives in support of new and existing loans including short-term extensions. Generate credit package including memorandum, organizational charts, global cash flow, etc., multi-year financial and risk analysis, Bank strategy, purpose of loan, repayment sources, collateral analysis, financial & reporting covenants, and company summary. - Lead meetings with executive level clients to review complex financial reporting, organizational structures and create Firm financial projection models. - Confident making sound credit recommendation to Executive Loan Committee, Legal and Management. Able to assist with loan structuring, covenant writing and recognizing collateral risk and structuring implications from complex, legal organizational documents. - Proficient use of Moody’s CreditLens or similar application to complete financial analysis and spreads. Analyze financial statements, tax returns, cash flow reports, calculate ratios, recognize, and describe trends and identify recurring and non-recurring sources of cash flow and borrowers’ ability to debt service. - 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. 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. - Actively participate in continuous process improvements by generating suggestions and participating in problem solving activities.
Job ID
2021-14375
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common Goals, uncommon potential   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
2021-14374
City
New York
State
NY
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
2021-14369
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
As a Solutions Architect, you’ll be closely working the engineering team and our EDCI-Eagle Intelligence business partners in designing efficient, scalable, solutions and playing a key role in shaping up the technology roadmap.   What you’ll do as a 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 - Help to ensure solutions follow industry best practices and SDLC - Involved in end-to-end agile design, scoping, implementation, and testing of solutions - Guide team development efforts towards successful project delivery. - Provide technical leadership to teammates through coaching and mentorship - Stay current with industry best practices & trends and bring in innovative ideas to ensure modern web development practices are followed. - Modernize applications built on old technologies and bring them current to the market. - Serve as a liaison between technical team and business by ensuring the business needs are met and the requirements are delivered accurately to the developers. - Assess opportunities for application and process improvement and prepare documentation of rationale to share with team members and other affected parties.
Job ID
2021-14355
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Business Continuity and Internal Control Analyst, you will develop, implement, and maintain the business continuity plan and procedures for Lending Services, as well as making sure that all team members are aware of their roles and responsibilities in the event of an emergency or disaster. In this position, you’ll have the opportunity to make a meaningful contribution to First Republic’s ability to continue critical operations and recover from an unplanned disruption.   What you’ll do as a Business Continuity and Internal Control Analyst:   Business Continuity Develop, implement, and maintain the business continuity and event management program for Lending Services including business continuity and business resumption planning and recovery exercises, and leading disaster recovery and crisis management efforts for Lending Services. - Analyze and strategize business continuity and impact planning based on Lending Services personnel, processes and systems.  - Conduct actual event impact analysis and liaise with Lending Services Management to assess risks and impacts and identify action steps on loan origination pipeline and collateral tracking, etc.   - Develop business resumption strategy for key processes, including processes performed in-house and those by third party services providers/vendors. - Design and conduct disaster recovery testing for key Lending Services processes. - Develop and provide communication and training to enhance awareness by Lending Services staff on business continuity best practices and protocol. - Liaise with corporate Business Continuity Program office to ensure enterprise requirements are met and satisfied. - Ensure related Lending Services procedures are maintained and up-to-date.   Vendor Management  Lead and maintain vendor management efforts for Lending Services by partnering with the corporate Vendor Management office on new vendor onboarding, ongoing monitoring and/or termination of vendor contracts. - Partner with corporate Vendor Management office and Contract Relationship Owners to ensure all due diligence requirements are met. - Drive development and change efforts to ensure adequate monitoring is in place for key vendors and service level expectations are established and monitored. - Partner with Lending Services management and various functional groups across the enterprise, including but not limited to Information Security, Vendor Management, etc. to evaluate risks and impacts to Lending Services processes during adverse vendor events and drive remediation efforts. - Develop and present vendor management updates to Lending Services management.   - Ensure related Lending Services procedures are maintained and up-to-date. Internal Control - Liaise with the Bank’s Internal or external auditors or examiners to ensure timely and successful business continuity, vendor management and/or other operational audits and reviews, including fulfilling audit inquiries or requests and providing verbal and written communications/updates to auditors and Lending Services management. - Conduct analysis on risk events, including understanding and conducting root cause analysis and reporting results to Internal Control Director, partnering with business process owners to identify remediation plan as needed. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor.
Job ID
2021-14312
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a talented, motivated residential lending professional with a passion for Learning & Development to join the Lending Services team.  As the Learning & Development Analyst, Residential Loan Closing, 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 Residential Loan Closing team. Utilizing your in-depth knowledge of residential/mortgage products and closing practices, you will build strong relationships throughout the Lending Services business groups in order to continuously and consistently assess Residential Closing 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 Residential 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’ll do as a Learning and Development Analyst, Residential Loan Closing: - Identify opportunities to optimize and improve Residential Closing training platforms and delivery strategies in order to best meet end-user needs. - Maintain strong understanding of Residential Loan Closing 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, 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 Residential Loan 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
2021-14269
Category
Lending
City
New York
State
NY
Position Type
Regular Employee (REG)

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