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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Loan Specialist will be responsible for ensuring that all Residential loans are processed and underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on processing, underwriting, customer care and relationship management.   What you’ll do as a Loan Specialist: - 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. - Utilize and apply FNMA, QM, ATR and investor guidelines to ensure that all loans comply with industry standards & guidelines. - Underwrites all types of income, all product types including ethical and salable residential mortgage loans and consumer loans and evaluate risk while insuring the quality of each loan submitted.Validates the data - entry to the appropriate Loan Origination System and evaluate all applicable documentation as required by job function and conditions loan accordingly. - Reviews, requests and satisfies the following when applicable: subordination of liens, HUD/Master Settlement Statement, credit supplements, HOA documentation, evidence of homeowner’s insurance, verifications (VOE, VOM, VOR, etc.) and clearance of judgments and liens on title and or credit. - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - 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 - Collaborate with Relationship Managers (RMs) and Executive Loan Committee (ELC) to help determine appropriate loan product(s), loan amounts, and optimal structure.  Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC. - 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 and Investor Support Desk. - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining acceptable quality and client satisfaction results - Cross trains other team members, when applicable. - Partner with the Closing/Funding Department to ensure a timely closing. Work with escrow/closing agents to coordinate closings. - 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. - Responds to post closing review and quality control audits in a timely fashion - 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
2021-13546
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
User Experience Research Lead First Republic Bank is looking for someone to join our User Experience and Design team to lead user research across digital platforms. This is a critical role on the team and central to establishing good research practices as a part of our product and design discipline. We operate as a fast-moving team that prides ourselves on innovation, execution, and ownership with executive leadership that has a passion for great design and thoughtful client experiences. This role reports directly to our new VP, Head of Design and will be responsible for crafting and delivering best-in-class user research and testing, incorporating user research as a cornerstone of the design process.   The User Experience Research Lead has experience delivering actionable insights to innovate the desktop and mobile user experience through the design and execution of research strategies that utilize quantitative and qualitative research methods. They are an expert in scoping research plans, conducting client interviews, crafting personas, and presenting findings to internal stakeholders and company leaders.   The role is for someone who is a critical and a strategic future thinker and can champion user research as a central component to the product and design culture at First Republic Bank. This person is client-/user-obsessed. In this role, they will have access to a client base that is responsive and excited to participate in informing and driving the digital products at First Republic Bank to be the best in market. Our customers are unique to the banking industry, and the person in this role will have the opportunity to hone and cultivate need states and a persona driven product strategy.   The role is perfect for someone who not only excels at conducting user research but can cohesively distill results into clear recommendations and articulate findings through documentation and presentations. They will be able to work independently while also partnering and collaborating with design and product teams to ensure research meets project and business goals, and most importantly, client needs.   What you’ll do as a User Experience Research Lead: - Lead strategic discovery and help identify client needs - Scope, design, and execute a range of user research plans and testing against industry best practices - Develop actionable insights that inform strategic direction and UX design of digital products - Build out and document all user research processes and make recommendations on additional tools and systems - Actively make informed recommendations on the future state of complex systems based on client needs - Collaborate with UX design and product teams to ensure that all user research is aligned with business goals - Engage with First Republic Bank clients in a manner that upholds the values of the company - Present research results to stakeholders and leadership - Build an organized and easily usable participant database pool - Become an expert in the First Republic Bank product offerings - Constantly immerse yourself in and implement new practices of cutting-edge research trends and tools
Job ID
2021-13438
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a member of the Information Security team, the Cybersecurity Analyst’s role is to protect the Bank from intrusions such as targeted threat actors, advanced/novel malware, hacking attempts, and other forms of cyber-attacks. Primary responsibilities will be developing threat intelligence, analyzing the Bank’s intrusion resistance, and leading efforts to automate, integrate, and aggregate the data and systems needed to make that analysis quickly and accurately.   Broad expertise in Information Security, strong analytical and interpersonal skills, and the ability to learn and grow in a rapidly evolving environment is required.   The Cybersecurity Analyst independently studies Internet traffic data from intelligence databases and ancillary sources in support of the Bank’s security goals, concerns and strategies. The Cybersecurity Analyst will use their understanding of Internet architecture and protocols, malware, packet structure and network vulnerabilities to proactively profile Internet activity, detect patterns and trends in intrusion techniques and practices, and identify the sources of intrusions.   Cybersecurity Analyst prepares descriptive and predictive analyses and communicates the results, meaning and significance in the form of oral or written reports. They may participate in the evaluation of tools and creation of customized methodologies and applications.   What you’ll do as a Cybersecurity Analyst: - Assesses and tracks changes to the global threat landscape and assesses the impact and exposure to the Bank and its' customers. Recommends corrective measures based upon actionable intelligence. - Provides timely and actionable communications, via written reports and/or oral presentations, to management to understand and address cybersecurity threats and trends.  - Researches and assesses external intelligence sources and makes recommendations to improve and augment intelligence gathering efforts. - Acts as a subject matter expert to various internal groups on emerging threats.
Job ID
2021-13435
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a District 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 District 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
2021-13424
City
New York
State
NY
Position Type
Regular Employee (REG)
At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here.    Incredible teams doing exceptional work, every day The Digital Channels team is responsible for client focused digital experiences that support our Consumer Private Banking, Corporate, and Private Wealth Management businesses. We are seeking a dynamic, organized leader to play a key role in supporting these efforts amidst the rapidly changing digital servicing and sales landscape.
Job ID
2021-13419
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Sarbanes-Oxley (SOX) IT Senior Manager responsibilities include, but are not limited to, leading the IT related components of the Bank’s Corporate SOX Program, acting as an advisor to the lines of business across the Bank and its subsidiaries, and helping grow the SOX Program Office (SPO) team through hiring well qualified professionals reporting up to this role. The Bank’s fast pace of growth provides career development (e.g., work directly with senior and executive management) and learning opportunities (e.g., new system implementations) considering the role’s Bank-wide exposure. The SOX IT Senior Manager will also actively participate in decision-making related to the program overall.   The SOX IT Senior Manager will work closely with lines of business SOX Liaisons to ensure that Internal Controls Over Financial Reporting (ICOFR) are appropriately designed and are operating effectively, SOX compliant control documentation is maintained and that any deficiencies identified are assessed for severity, remediated, and reported to the SOX Reporting Committee. In addition, the SOX IT Senior Manager will be an important stakeholder in implementations related to new systems and new accounting standards while assessing their impact on the Bank’s ICOFR.   The SOX IT Senior Manager will report to the Vice President, Head of Corporate SOX Program, and will work with a mix of direct, indirect, and external team members to manage and execute the program. In addition, the SOX IT Senior Manager will be viewed as a resource in special projects related to new system implementations and upgrades while assessing their impact on SOX and ICOFR.   What you’ll do as the Senior Manager, IT SOX:   - Work closely with the VP, SOX Program, and the SOX Business Process Managers in completing the annual SOX scoping and risk assessment, as well as support the annual Fraud Risk Assessment project, to ensure compliance with COSO standards and appropriate scoping and coverage of the SOX Program. - Coordinate with the lines of business IT SOX Liaison teams (e.g., Information Security, Information Services, Enterprise Data & Client Insights, Vendor Management, Accounting Financial Systems Support, etc.) as related to IT SOX activities, including controls walkthroughs, testing, and any deficiency remediation activities. - Lead and be responsible for IT SOX testing with the identification and documentation of IT SOX Controls in coordination with the SOX Business Process Managers. Assist the business in enhancing their documentation which is now house in our workflow automation tool AuditBoard. - Assess IT ICOFR deficiencies and monitor IT remediation activities. Conclude on the effectiveness of IT ICOFR. - Work closely with the Bank’s Vendor Management group, and SOX Liaisons to help identify End User Controls and SOC 1 Report Assessments by the lines of business. - Work directly with the Bank’s external auditors to ensure the SOX Program meets their requirements in terms of scope, timing and approach, to maximize reliance on SPO’s work; be a key contact for the external auditors related to IT SOX matters. - Support the VP, SOX Program in the preparation of IT related materials for the SOX Reporting Committee. - Ensure the overall IT workpapers quality, consistency, risk management and adherence to the Corporate SOX Policy. - Support the team as a Subject Matter Expert on IT SOX controls (e.g., ITGCs, ITACs, etc.), COSO compliance, ICOFR best practices, and the continuous enhancement of SPO’s workflow processes with the expanding rollout of additional AuditBoard automation functionalities. - Assist in recruiting, developing and mentoring of new staff, including career-counseling support by sharing information among the SOX Program Office team, transferring knowledge and providing instructions/guidance as appropriate. Foster and maintain group spirit and high team morale. - Be viewed as a leader, management consultant, and internal controls expert as part of building and maintaining ongoing relationships with the various lines of business included in the Bank’s SOX process. - Responsibilities also include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2021-13376
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The SR Technical Product Manager will manage a portfolio of initiatives (or “Product”) at First Republic Bank. The SR Technical Product Manager will specialize in multiple areas, should be extremely adaptable, and will demonstrate the ability to manage a cross functional matrixed team of up to 20 resources, delivering multiple highly complex projects/solutions.  S/He will be responsible for implementation of a “product” and leading the cross-functional IS team that is responsible for improving it. The SR Technical Product Manager will align the cross functional IS teams re: the strategy, roadmap, and feature definition for a product and will be responsible for communicating the Why and What of the product, and jointly defining the When and How of the product.   The role will be the ultimate owner for the entire delivery life cycle, from identifying impacted areas and the right candidates, scope, requirements, technology delivery governance, design, testing, timeline, and budget.  The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved. The SR Technical Product Manager will be a visible and influential people leader, able to inspire, guide and train resources.      What you’ll do as a SR Technical Product Manager: - Delivers on the suite of projects/initiative; defines and manages all aspects of technical delivery including scope, budget, financial forecasting and scheduling. - Leads and manages all resources in the related product area. - Determines resource requirements and procures resources; manages contract project and/or program resources. - Facilitates impact analysis of current/existing technologies on the program. - Manages vendor relationship management for project-related vendors; supports enterprise vendor management standards and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors. - Supports management in data gathering for regulatory and third-party reviews
Job ID
2021-13343
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Commercial Loan Specialist, you’ll be responsible for overseeing all stages in the Commercial Real Estate loan process, from initial qualification to loan funding. Ensure that all multi-family, commercial, mixed-use, unsecured loans, loan renewals, extensions and modifications are analyzed, underwritten, and processed in a timely manner while achieving a high level of customer service. Responsibilities primarily focus on processing and underwriting commercial real estate but may include analysis of other loan types including but not limited to unsecured lines, stock secured loans, and complex residential loans.   What you’ll do as a Commercial Loan Specialist: - Write loan narrative workbooks which include the analysis of client financials and a variety of income property including but not limited to multi-family, commercial, and mixed-use properties. The underwriting entails analyzing and summarizing appraisals, rent rolls, leases, and property cash flow to evaluate operating performance, trends, and risks. It also entails analyzing borrower tax returns (business and personal returns), financial statements, real estate schedules, liquidity positions, financial ratios, recurring sources of cash flow, and client ability to service debt.  - Size and qualify loans for approval and present deals to Executive Loan Committee (ELC). Collaborate with Relationship Managers (RMs), Client Service Specialists (CS), ELC, and clients to help determine loan structure, loan amounts, and products. - Organize all financial documentation and compile/review loan files for completeness, identify missing documentation, and generate needs lists for clients and RMs. - Identify and report to RMs any risks related to loan collateral and/or client financial state. - Complete basic loan processing, such as opening escrow and title, ordering appraisals and environmental reports, entering loans on the system and locking interest rates. - Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings. - Update Maturity Report and Assist Loan Monitoring Group with collecting any financial information needed for financial covenants. - Manage constant deal flow and prioritize to ensure loans close on time with high degree of accuracy in a deadline-oriented environment. - Analyze each loan file, ensuring the narrative workbook/credit memo, appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Work positively and proactively with all members of the team.  - Cross trains other team members, when applicable. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2021-13325
Category
Lending
City
Los Angeles
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential The Commercial Real Estate Analyst has the opportunity to assist the commercial lending team in evaluating, underwriting, monitoring and maintaining new and existing loans including 1-4 family properties, multifamily properties, and mixed-use properties projects. This involves reviewing applications, underwriting recurring income and post loan liquidity, obtaining due diligence, preparing credit narratives and following up during the credit approval process, closing transactions and post-closing follow-up.   What you’ll do as a Commercial Real Estate Analyst: - Evaluate prospective real estate opportunities by analyzing budgets for hard and soft costs, property cash flows (current and future), rent rolls, locations, property types (residential, multifamily, retail, office), requested loan terms and all other information available. - Spread and analyze current and proposed property operating statements and/or tax returns and have a complete understanding of cash flow reports, financial ratios, trends, etc. - Spread personal financial statements and tax returns and be proficient in K-1 and cash flow analysis. Analyst must be able to identify recurring and non- recurring sources of cash flow, global cash flow from real estate, the subject property’s ability to cover debt service and ability of client/guarantor to support the property. - Underwrite real estate credit narratives for new loans as well as for renewals, modifications and short-term extensions. This includes financial and risk analysis, purpose of loan, repayment sources, collateral, financial & reporting covenants, tenant analysis, and sponsor and project team summary.  - Run credit reports on companies and individuals to assist in the analysis process. Conduct research on specific industries/companies and due diligence on sponsors and guarantors to assist team. - Conduct site inspections on real estate property to ensure property is well-maintained and is operated in accordance with industry practice. - Review documentation for consistency and accuracy of Credit Narratives. This requires working with the Borrower, Commercial Loan Operations, Closing Department and outside legal counsel. - Create and maintain all loan and credit files. Must be able to take responsibility of the credit file used in approving each loan. - Assist and work with clients on all levels of the relationship, including: loan advances and payments, collecting loan and legal fees, calling on delinquencies, assisting clients with various loan and deposit related inquiries, etc. Remedy or submit requests to the proper departments and follow up to ensure timely execution. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2021-13286
Category
Customer Service/Support
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - 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. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2021-13187
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - 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. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2021-13176
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
The Data Analyst is responsible for providing data reporting and analytics support to the Business Banking department.  The ideal candidate must possess a strong understanding of data structures, analytics and governance.  This individual will be motivated by the desire to run reports and analytics to support growth and change.  In addition, the ideal candidate will be adept at working with partners across departments to accomplish shared objectives.      What you’ll do as a Senior Data Analyst: - Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite. - Code and modify SQL/ETL based on dashboard requirements. - Maintain validation of business rules, documentation and distributions to proper stakeholders. - Train and educate co-workers on data analysis and best practices. - Participate in design and delivery of curriculum related to rollout of new reports and dashboards to drive adoption and to enhance business decision-making capability. - Work closely with Product and Business teams to understand business requirements and perform data analysis
Job ID
2021-13162
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
  At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here.    Incredible teams doing exceptional work, every day The Digital Channels team is responsible for client focused digital experiences that support our Consumer Private Banking, Corporate, and Private Wealth Management businesses. We are seeking a dynamic, organized leader to play a key role in supporting these efforts amidst the rapidly changing digital servicing and sales landscape.
Job ID
2021-13111
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Software Engineer is responsible for the development and maintenance of the FRB Data platform and all the processes supporting the management, ingestion and integration of data. The Software Engineer will also contribute in the design of new data lake components and data marts and will be responsible for the quality of all of the integration processes and the software development cycle.   What you’ll do as a Contractor Senior Software Engineer: - Provide guidance on production support for the Data Engineering ETL jobs internally to the team and externally to other business units in the bank. - Support Data Engineering environment with exposure to database and ETL technologies. - Partnering with Development, QA and Release Management teams on ETL code development handoff, production release management activities and problem resolution. - Adhere to ETL/Data Platform Engineering Standards, processes and procedures. - Identify and escalate issues requiring management assistance as needed. - Ensure operational procedures and runbooks are documented for execution consistency, relevancy and auditability. - Drive technical excellence and implementation of support and software engineering best practices. - Identify areas of improvement.
Job ID
2021-13012
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
This is a dynamic role within the Bank’s Asset Liability Management Group.  The ideal candidate will provide immediate support in preparing the Bank’s quarterly risk assessment and reporting requirements, specifically related to the assessment of the Bank’s net interest income projections under various scenarios, calculation of the Bank’s economic value of equity, and a number of other related analysis.   What you’ll do as a Senior Analyst in the Bank’s Asset Liability Management Group: - Assist in meeting the monthly and quarterly Asset Liability Management risk assessment and reporting requirements by utilizing Net Interest Income, Economic Value of Equity, and other relevant analyses; - Assist in model lifecycle management activities, such as development, implementation, performance monitoring and testing, documentation, validation, and automation; - Play a hands-on role in the development, maintenance and operation of our risk management platform; - Develop, implement, and operate various valuation and forecasting models and techniques to project Bank operating results and market risk exposure under various macroeconomic and credit environments; - Assist and support groups within Finance and the Bank with relevant analyses of the impact of business decisions on the bank's market risk exposure, profitability, capital ratios, regulatory compliance, and others; - Perform ad-hoc analyses in a timely, efficient, and transparent manner as part of a team or individually with minimal supervision; - Assist in the capital stress testing process; - Take ownership of assigned projects and see them from concept through implementation; - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor; - Participate in the development and strictly adhere to department policies, procedures, and controls.
Job ID
2021-13000
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Senior Loan Specialist 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
2021-12985
City
Jackson
State
WY
Position Type
Regular Employee (REG)
Our goal is to implement solutions that improve our ability to provide exceptional client service.  The right candidate will have a mindset to engage with our colleagues - understand their processes, challenge the status-quo, evaluate opportunities, see the ‘big-picture’, and ultimately help design a creative solution that will enable us to provide high-touch client service. To that end, the Business Analyst will partner closely with multiple lines of businesses to identify problems and collaboratively define requirements and solutions, as appropriate. The Business Analyst will help build and implement processes and procedures and support technical specifications. This role requires an understanding of banking products, operations and system functionality. Candidates must be results-oriented and have excellent verbal and written communication skills to interact with stakeholders at various level.   What you’ll do as a Business Analyst: - Keep the client and our front-line colleagues at the forefront of all analysis, requirements, process changes and solutions.  Help enable high-quality client service while scaling our processes to support volume growth and changing client needs - Perform data analysis and process design activities at the operational and organizational level - Coordinate the efforts of internal technical and non-technical staff, and of key business users - Work with the business to come up with solutions for process improvements - Engage and direct business partners and subject matter experts to identify priorities and scope for medium business problems - Define and document business requirements - Provide assistance in identifying, evaluating, and developing systems and procedures that are cost effective and meet business requirements - Collaborate with management to ensure timely and successful resolution of project issues - Support project planning and managing of business team deliverables - Attend/Coordinate/Lead meetings as required Additional responsibilities include: - Adhere to and comply with all applicable federate laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.) - Adhere to Bank policies and procedures - Complete required training
Job ID
2021-12918
Category
Management Analytics
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
You will be responsible for managing client expectations and requests while assisting the Relationship Manager (RM) with day to day duties which may include a variety of analytical and client service oriented tasks. This position manages the RM's book of business alongside alleviating the day to day tasks to allow the RM to focus on the growth of the business. The ideal candidate will act as a liaison between RM clients, Private Banking Officers, and lending personnel which require knowledge of various FRB products and programs depending on the RM's business needs. Responsibilities include but not limited to managing client expectations and requests. Working with Clients, RM, and Executive Loan Committee (ELC) to determine loan structure and pricing, and underwriting in a timely matter. This includes presenting deals to ELC and obtaining approval on behalf of the RM   What you’ll do as an Internal Account Executive: - Collaborate with RMs, Executive Loan Committee (ELC), and clients to help determine appropriate loan product(s), loan amounts, and optimal structure - Present deals on behalf of the RM to ELC for approval - Communicate results to customer on the "needs list", request missing items from clients when requested by processors - Act as primary contact for clients when requested by RM - Underwriting of residential and commercial loans. We will train the Account Executive to underwrite commercial properties - Complete borrower and residential/commercial property cash flows as requested by RM or Team Lead - Prepare pre-approval letters, forward loan applications etc. when Client Service Admin is not available - Provide excellent customer service: - Respond to client inquiries and requests to properly manage client expectations and needs - Respond to incoming calls - Meet with clients as requested - Assist with business development: - Work with the RM to review their book of business and identify areas of opportunity to deepen relationships. - Strategize with RM on appropriate client situations and on Client Meetings. Help RM to maximize their business development efforts.
Job ID
2021-12895
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common Goals, uncommon potential The Advanced Planning group services multiple client segments.  The Associate Director Financial Planner will primarily service high net worth clients or prospects of First Republic. The Advanced Planner will actively engage many different aspects of Financial Planning for these clients or prospects that include consulting with individual clients on their planning needs related to pre-liquidity and pre-IPO planning as well as being responsible for the development, design and implementation of comprehensive financial plans as applicable and appropriate. This position will specifically be dedicated to our First Republic Bankers and their clients or prospects. The position offers an excellent opportunity for an individual seeking to build a career in financial planning. Responsibilities range from client consultations, data collection, analysis and client recommendations.    What you’ll do as an Associate Director, Advanced Planner: - Work independently with high net worth clients. - Consult with a variety of clients or prospects of the firm but with a specific focus on pre-liquidity and pre-IPO situations. - Ability to prepare, develop and deliver financial plans to clients and prospects as needed. - Communicate directly with clients regarding on a variety of planning topics. This may also include communicating with a client’s other advisors such as accountants and attorneys. - Prepare appropriate engagement letters and welcome packages to be sent to clients when needed - Prepare and/or develop various analytics and presentations for use internally or with clients. - Collecting data and accurately using the data in financial planning software such as eMoney when needed. - Manage and maintain client information - Being aware of and track client engagements and the work in progress as well as the work needed to complete the client engagement. - Coordinate with private banking, wealth management teams and internal resources on client engagements when needed. - Participate or lead various special projects related to planning
Job ID
2021-12769
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective   As a PBO Senior Preferred Banker, you will be responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of First Republic products and services. You will be responsible for understanding the customers financial needs, recommending the right products and services and resolving customer issues as they arise. In this position you will be expected to develop client relationships through positive customer experiences.   What you'll do as a PBO Senior Preferred Banker: - Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience. - Processes customer transactions according to branch policies and procedures. - Files and maintains bank records in compliance with branch policies and procedures. - Prepares and balances daily work, bank deposits, ATM and Night Depository. - Participates in maintenance of the branch office to represent the office in a positive manner. - Promotes and introduces new banking products and services to customers. - Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers. - Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition. - Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals. - Actively participate in branch sales promotions.
Job ID
2021-12716
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)

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