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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An encouraging culture that invests in you We created the Professional Loan Program (PLP) to offer tailored loan programs to employees of our private equity and venture capital firm clients, to enable them to personally co-invest in the funds being raised by their firms. We also use the PLP to offer loans or lines of credit to prospective partners at professional service firms to finance their partnership equity purchases.    As a Portfolio Associate with the PLP team, you will support regional PLP Relationship Managers and act as the primary client contact for an assigned portfolio of firm relationships, generally within a certain geographic team, post-program closing. You’ll play a key role in maintaining existing PLP relationships, including program modifications and credit reviews, and look for opportunities to educate clients about the Bank’s offerings and connect them with their Relationship Manager on how these products and services could help meet their financial needs.    In the Portfolio Associate role, you will have the opportunity to work closely with key stakeholders across the Bank — such as Account Executives, the Executive Loan Committee, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team with a can-do attitude and culture.   What you’ll do as a PLP Portfolio Associate:   - Effectively oversee and support the management of a portfolio of existing Professional Loan Programs. - Communicate directly with clients and serve as primary point of contact for program modifications, annual reviews, employee departures, borrowing bases, and quarterly check-ins. - Develop and prepare due diligence needs lists, as well as review and understand entity documentation, loan documents, financial statements and approval memos. - Liaise with the capital call and distribution team and assist with transactional questions and/or process improvements. - Analyze and report common client requests and regularly update senior management. - On an annual basis, conduct a program review for each firm and suggest enhancements to improve efficiencies. As a Portfolio Associate you will report to the San Francisco PLP Operations team, however you will also be imbedded as member of the regional Eagle sales team.  
Job ID
2022-14759
Category
Sales
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
2022-14750
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
Organizational Objective/Purpose: First Republic Investment Management (FRIM) is an RIA with an affiliated BD First Republic Securities Company (FRSC) and a wholly owned subsidiary of First Republic Bank. The Compliance Department provides advice and guidance to our business partners regarding the applicability of rules and regulations, advice on policies, procedures and controls, compliance monitoring and assistance with supervisory reviews in efforts to ensure compliance with all federal and state securities laws and regulations.  Brief Description of Role: The general purpose of this position is to assist with the advertising/marketing compliance review function of FRIM and FRSC.   This position will also be advising the business on regulations and related compliance policies, maintaining and helping to develop marketing compliance policies and procedures to help establish industry best practices around marketing and communications. This role may also assist in the general administration of the FRIM/FRSC marketing compliance program.   The ideal candidate will have previous compliance experience in a high-touch/high-client-experience-expectation organization within a registered investment advisor and broker dealer.    The Compliance Officer will report to the Director of Marketing Compliance. Specific Responsibilities: - Timely review of proposed advertising and marketing materials across multiple formats to ensure compliance with regulatory guidelines and best practices - Maintenance and development of compliance policies and procedures around Marketing Materials, and Communications as needed due to changing regulations - Educate and train staff on firm marketing policies and procedures - Proactively identify and champion opportunities to improve compliance efficiencies and minimize risks - Perform risk assessments across the firm to identify gaps and strengthen controls - Perform general compliance projects and tasks - Gather and manage data for enterprise reporting purposes #LINKEDIN - HYBRID
Job ID
2022-14742
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst IV 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 IV: - 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. - Proficiently and expertly 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
2022-14735
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 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 IV: - 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. - Proficiently and expertly 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
2022-14733
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 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 IV: - 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. - Proficiently and expertly 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
2022-14732
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Aligned to our department, the Senior Director, CSI Solutions Delivery Portfolio Manager will lead a team of professionals to execute a roadmap and business as usual (BAU) activities. In close partnership with our business stakeholders and Regulatory Corporate Technology, will be responsible to provide strategic direction and tactical execution of all work under the portfolio.   What you'll do as a Senior Director, Solutions Delivery Portfolio Manager: - Provide oversight over all Solutions Delivery activities for aligned department and programs.  - Ensure all stakeholders across the enterprise are included and aware of activities and impacts. - Ensure communication channels are effective and underlying work is meeting Project Management Office (PMO) and Solutions Delivery standards. - Establish continuous improvement work items to continue forward movement toward maturity and efficiency standards consistent with all Solutions Delivery methodologies and processes. - Act as champion for business owner(s) requirements across technology forums - Accountable for quality and timeliness of the delivery of agreed upon work efforts Bring tremendous value to the supported departments as a key partner with aligned stakeholders: - Provide tactical and strategic services - Central Point of Contact to create and manage non-operational work queue - Manage system items, process engineering items, audit findings, Disaster Recovery (DR) and Business Continuity Plan (BC) etc. - Proactively manage the queue in working with stakeholders to set priorities and set expectations on how the work will get done. - Provide upstream, downstream, system and business process impact analysis to clearly articulate sequencing and interdependencies of work items. - Provide solution alternatives; analyze to root cause and identify solutions that resolve underlying issues. - Articulate the progress of each item, issues, risks, decisions needed, etc. in work queues. - Proactive and Consistent Communication - Schedule and lead meetings, take ownership of the planning activities and establishing execution plans. - Provide timely updates and communications. - IT liaison - Act as central voice from department(s) to Regulatory Corporate Technology and IT colleagues. - Characteristics - Highly self-motivated individual who wants to provide an exceptional level of service. - Business partner mindset who works with stakeholders to achieve goals by fully utilizing the available technology and tools.
Job ID
2022-14718
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.  Reporting into the Talent Operations team, the Talent Sourcer is a strategic role focused on identifying top talent.  Talent Sourcers create robust, diverse pipelines for various segments by leveraging tools and technology, hosting hiring events, networking and creating impactful campaign messaging to passive talent. What You’ll Do as a Talent Acquisition Sourcer - Understand the Deposit Franchise (Preferred Banking) cross functional talent needs and the competitor landscape - Partners with Recruiters, Deposit Franchise Leadership and Talent Operations understand business needs for current/future opening - Build competitive insights reports specific to role or geography - Create candidate sourcing lists that identify and attract talent for current and future needs - Develop innovative experiences to attract and recruit talent from traditional and non-traditional sources(events, information sessions, networking events, etc) - Lead and participate in DEI efforts with respect to Talent Attraction, Branding and other initiatives - Compile prospect lists leveraging a variety of sourcing and prospecting tools - Utilize multiple recruiting resources and advanced sourcing techniques (including Boolean searches) to identify diverse talent. - Nurture prospects by leveraging campaigns, newsletters and other marketing efforts - Build relationships with passive candidates industry professionals and internal colleagues to best leverage referral potential - Maintain strong partnerships with recruiting to understand the recruiting process as well as current/future needs.
Job ID
2022-14706
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
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: 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: 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)
What you’ll do as a 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. - Actively participate in search meetings and discussions with hiring managers. Provide 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. - Market Research and Mapping. Surface 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 candidate experience throughout recruitment process. - Contribute to projects on an ad hoc basis. 
Job ID
2022-14684
Category
Human Resources
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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)
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
2022-14664
City
Los Angeles
State
CA
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
2022-14657
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 the Internal Auditor – Finance/Operations and a member of our Internal Audit team, you will have the opportunity to work closely with the Bank’s finance, accounting, compliance, wealth management, loan operations, deposit operations and other lines of business to ensure appropriate control design and test control effectiveness across organizational processes. You will assist with the planning and execution of financial and operational audits, including consideration of applicable regulatory requirements, as well as providing consultation on risks and controls throughout the Bank and its subsidiaries. This role has the option to be located in San Francisco, Los Angeles, or New York.   What you’ll do as an Internal Auditor – Finance/Operations: - Assist in the planning of key audit segments by reviewing available information and data, assessing both risk and regulatory requirements, and designing audit programs. - Administer and execute financial and operational audits, including audit team planning; setting up, administering and leading meetings; general administration such as coordinating with the Audit Administrator for workspace, badges and logistics; performing audit fieldwork using appropriate auditing methodologies and data analysis; effectively leading resources assigned to audit projects; monitoring the inflow and review of audit requests and work papers for quality and adherence to standards within the audit management tool (TeamMate); assisting in report writing; ensuring the timely issuance of reports; and validating the remediation of audit findings. - Assist external stakeholders, including external auditors, by responding to general audit questions and queries about Internal Audit work, assisting in the annual confirmation process, and providing other support as needed. - Develop draft audit reports by identifying and gathering support for potential issues, ensuring that findings are appropriately documented, and recommending value-added solutions. - Ensure the overall quality and consistency of the audit process, ensure appropriate risk management and adherence to department and professional standards, and identify opportunities for audit process improvement. - Establish and maintain strong relationships with business unit managers. - Remain current and build your knowledge of regulatory requirements that impact the organization, as well as knowledge of internal control, accounting, business, and Bank products and information. - Assist in special projects and audit projects that are not finance or operations related as needed. #LINKEDIN - HYBRID
Job ID
2022-14619
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 The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.   What you’ll be doing as a Portfolio Quality Analyst: - Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records. - Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”). - Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met. - Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors. - Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel. - Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process. - Assist the Credit Analysts & Business Bankers on ad hoc projects - Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s. - Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed. - Develop the ability to spread business financial statements, personal financial statements and individual tax returns. - Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
Job ID
2022-14601
City
New York
State
NY
Position Type
Regular Employee (REG)

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