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 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 Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2021-14544
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The primary function of the Insurance Associate role is to provide a wide range of relationship management and administrative support to the Estate and Business Planning Specialists in our San Francisco Office.   This position requires strong relationship management skills in order to build successful partnerships between all parties. The ideal candidate must be able to work successfully with colleagues to provide support to senior wealth management professionals in insurance offerings.   Dedication to excellence, desire to do the right thing, strong work ethics, and a positive attitude are key to success.   What you’ll do as a Associate, Insurance Group: - Support the San Francisco Estate and Business Planning Specialist and their collaboration with other senior wealth management professionals in planning and insurance offerings through day-to-day sales and service of the First Republic life insurance business line - Manage business utilizing Smart Office agency management system - Prepare memos, letters, documents, and reports for internal and external distribution by translating conceptual direction into succinct communications - Work closely with Compliance and Operations on requested approvals or reviews - Manage calendaring and department wide communications - Track commission and revenue generated by the Estate and Business Planning Specialist - Manage client opportunity list and client insurance underwriting file - Provide general administrative support such as email and calendar management, logistics and event management, preparation of marketing materials and presentations - Excellent attention to detail and high degree of accuracy and consistency
Job ID
2021-14540
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Relationship Analyst, ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for research, diligence, experience in project management and impeccable organizational skills.   What you'll do as a Client Relationship Analyst: - Identify potential client opportunities from the Wealth Managers’ extensive networks, generating new leads and uncovering high-value opportunities. This process includes, but is not limited to, the valuation of deal size based on revenues and multiples, pulling from an extensive list of resources, and qualifying the individual to determine how much they individually are receiving from the transaction. Research and gather business intelligence about prospective clients and trends in investment opportunities. Participate in weekly research calls. - Prepare and send e-mails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team. Support Practice Management in all aspects of the sales cycle and oversee the potential client pipeline list. - Prepare ad-hoc market environment and investment research. Establish and maintain the new business outreach process. Determine the most efficient research vessels, and work with the Wealth Managers to implement them into the New Business strategy. Participate in internal research projects and special client assignments as needed. - Maintain the New Business process on a daily basis, using the host of research tools that they determine most useful to their position (Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit analysis, Hoovers, CRB, FRB contacts, IB contacts). - Construct and rebalance client portfolios. Must be able to propose and implement asset allocation and changes to clients without supervision. - Attend meetings and review portfolio activity and performance reports with clients. - Research and reconcile performance returns not in line with benchmarks. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Proactively construct and implement recommendations and projects that will enhance operations, optimize automation, and increase the number of new meetings with prospective clients as well as improve team efficiency in day to day functions. - Assist Wealth Managers in completing requests for proposals, including gathering data and working closely with the research, marketing and compliance teams for a timely delivery. Prepare targeted presentations that effectively communicate the team’s relevant experience and articulate our added value. Ability to understand marketing materials and differentiate between what is appropriate for the client needs. - Responsible for various reporting including weekly (cash balance, performance, asset allocation), quarterly (Client Statements, Performance, IPS), annual, and ad-hoc requests. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Performs other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2021-14511
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
The Product Manager for Consumer Mobile is responsible for detailed analysis, use case definition, requirements gathering, test planning and overall product execution.  Concentrating on the consumer mobile digital channel, this individual will work with multiple cross functional teams across the organization to deliver product features and enhancements that add value for our clients.   What you’ll do as a Product Manager – Consumer Mobile - Develop a detailed end-to-end understanding of the applicable digital banking services offered by the bank, and related technical and process infrastructure. Includes the understanding and development of detailed use cases and documentation of client interactions and related system processes/ interfaces. Includes working as an effective liaison between the front office, business units, operations and technology to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Complete high-quality analysis and detailed documentation to facilitate effective decision making, client/ banker communication, and consistent project execution and delivery. Provide business partners, vendors and projects with guidance and high-quality documentation/ resources to better design, test, deliver and maintain digital banking products. - Socialize features with multiple stakeholders to gather feedback and provide detailed documentation to support teams - Track reporting requirements and analyze the adoption of launched features - Prioritize and drive product backlogs for launch within the consumer mobile space and partnering with the team to create and evangelize a multi-year product roadmap - Develop deep understanding of clients’ digital banking needs, and how they can be fulfilled by bank/vendor systems. Document general and segment-specific use cases, requirements and communication materials for satisfied, target and gap functionality. Accurately solicit and represent the “voice of the customer” where required. - During the implementation phase of the project, work directly with developers and integration specialists to design, configure and test applications to ensure functionality is delivered as expected and as described in the business requirements. - Participate in business validations during product launches - Ability to plan and work with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment. - Given the Bank’s delivery of many technology solutions and related services through third parties, a significant part of these activities involves working closely and effectively with multiple third parties. - Perform duties & responsibilities specific to department functions & activities.
Job ID
2021-14507
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
2021-14486
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 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
2021-14485
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 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)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects, providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2021-14474
Category
Wealth Management
City
Boston
State
MA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Portfolio Quality Specialist to monitor loan portfolio performance and risk by requesting and tracking current borrower financial information and monitoring loan covenant compliance. We’re looking for a self-starter who is eager to leverage their experience as part of our fast-growing and fast-paced Professional Loan Program (PLP) Team. 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 Portfolio Quality Specialist: - Monitor existing credit facilities for financial and reporting covenant compliance. Manage reports to ensure receipt of updated financial information and on-going covenant compliance. - Learn to use 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. - Collaborate with various partners and stakeholders to onboard new Professional Loan Programs (PLP) by reviewing entity formation documents, loan documents, and credit narratives. - Monitor news for events impacting borrowers and guarantors and conduct research on specific industries or companies to assist underwriting team and supervisor. - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities.
Job ID
2021-14472
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 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)
A Credit Administration Analyst is responsible for monitoring various aspects of credit risk management and performance for specialized credits by portfolio and by individual loans.  Oversees including tracking by portfolio loans with past due reporting covenants, financial covenants past due for testing, and out of compliance.  Approves waivers and extensions of ticklers as appropriate.  Assesses accuracy of loan grades and compliance with underwriting guidelines. Works closely with Relationship Managers, Business Bankers, and support teams (“bankers”) in a consultative manner regarding loan structure and credit risk management.   Key requirements of the position include developing a strong knowledge of various loan products, covenants, and credit risk management.  Must demonstrate attention to detail, strong interpersonal and communications skills, a desire to learn, plus the ability to effectively manage time and changing priorities.  Proficiency required in using the LoanVantage (“LV”) covenant management system, AFS Level III, and OnBase.   What you’ll do as a Credit Administration Analyst – Covenant Monitoring: - Monitor specialized credits for risk and performance by portfolios and individual loans. - Decision requests for covenant due date extensions and waivers according to guidelines and using sound judgment. - Assesses accuracy of loan grades and compliance with underwriting guidelines for targeted loans and portfolios. - Provide timely and accurate guidance to bankers regarding covenant requirements, testing, and compliance. - Works closely with Relationship Managers, Business Bankers, and support teams (“bankers”) in a consultative manner regarding loan structure and credit risk management. - Maintain comprehensive knowledge of Monitoring Team procedures and relevant aspects of Lending Standards. - Must be proficient in using the LV covenant management system, AFS Level III, and OnBase. - Apprise senior management of substantive non-compliance issues and adverse trends. - Identify areas for increased efficiencies in processes and higher quality internal service, and make recommendations accordingly. - Assist with training new colleagues and cross-training existing ones. - Perform other duties and responsibilities as assigned by manager. -  
Job ID
2021-14452
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2021-14378
City
New York
State
NY
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)
What you’ll do as a Director, Technical Product Management: - Partner with Business Product Manager to define product vision and strategy, identify market opportunities, and build business cases for First Republic products. - Understand user/business requirements and collaborate and execute with engineers and business owners to deliver on them. - Work with Key business stakeholders to create System Requirement Document which translates business requirements into system interface details. - Lead the end-end design discussions with enterprise data, front-end and core systems teams to define product architecture and system integrations. - Practice and reinforce conventions that align with product management industry best practices within a First Republic line of business. - Move forward a product mindset at the bank by contributing to a ‘center of excellence’ for Product Management that ensures compliance with agreed upon conventions for Product Management across the enterprise and aligns with the bank’s customer centric culture. - Exhibit a user-first mentality, putting the First Republic user at the heart of everything you do. - Creating innovative features and functionality that will result in differentiated experiences that better reflect the brand visions and specific user problems - Establish regular and transparent communication that allow for two-way collaboration between the business and technical teams. - Identify and measure KPIs such as Conversion Rate, NPS, Visit Frequency, and many more that show progress against workstream initiatives, communicating progress broadly and often
Job ID
2021-14349
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients.  As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you will do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2021-14320
City
Greenwich
State
CT
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)

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