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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See service from a higher perspective. As the Preferred Banking Client Services Banker, you will manage and monitor the workflow of walk-in clients  provide prompt, accurate and courteous responses to internal and external Preferred Banking client inquiries. You will ensure clients’ needs are met by proactively asking questions to understand their full banking needs and interacting with various banking departments.  In addition, you will have the opportunity to demonstrate versatility within the client services role and be able to identify valuable First Republic Bank clients, their banking patterns and the principals on the accounts.    What you’ll do as a Preferred Banking Client Services Banker: - Manage daily workflow and mailbox flow by delegating specific tasks to supervisors, assistant managers and CSAs depending on their knowledge, expertise and ability, while minimizing risk to the bank and client.  - Supervise the client-facing CSA and provide ongoing support with daily transactions, while proactively engaging in problem-solving as needed. - Manage and monitor the workflow of wire transfers, including approving and releasing outgoing wires; following up on wire tracers and cancellations; and researching and resolving issues with rejected wires due to NSF, invalid account numbers or missing/incomplete information; escalate when necessary.  - Coordinate efforts to ensure all departmental functions are completed, including approving transactions that are over the CSA limits, answering phones promptly and ensuring CSAs are providing client-oriented customer care for quality and training purposes. - Approve monthly/quarterly branch certifications and monitor department time and duties. - Seek and share knowledge in all areas of client services and the CSA job functions; provide cross training and staff development to ensure staff understands bank processes and procedures. - Step into any role within the PBCS department when needed, including that of Documentation Compliance when necessary. - Adhere to 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 who enters into a relationship with the Bank
Job ID
2022-15043
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As the Preferred Banking Client Services Banker, you will manage and monitor the workflow of walk-in clients  provide prompt, accurate and courteous responses to internal and external Preferred Banking client inquiries. You will ensure clients’ needs are met by proactively asking questions to understand their full banking needs and interacting with various banking departments.  In addition, you will have the opportunity to demonstrate versatility within the client services role and be able to identify valuable First Republic Bank clients, their banking patterns and the principals on the accounts.    What you’ll do as a Preferred Banking Client Services Banker: - Manage daily workflow and mailbox flow by delegating specific tasks to supervisors, assistant managers and CSAs depending on their knowledge, expertise and ability, while minimizing risk to the bank and client.  - Supervise the client-facing CSA and provide ongoing support with daily transactions, while proactively engaging in problem-solving as needed. - Manage and monitor the workflow of wire transfers, including approving and releasing outgoing wires; following up on wire tracers and cancellations; and researching and resolving issues with rejected wires due to NSF, invalid account numbers or missing/incomplete information; escalate when necessary.  - Coordinate efforts to ensure all departmental functions are completed, including approving transactions that are over the CSA limits, answering phones promptly and ensuring CSAs are providing client-oriented customer care for quality and training purposes. - Approve monthly/quarterly branch certifications and monitor department time and duties. - Seek and share knowledge in all areas of client services and the CSA job functions; provide cross training and staff development to ensure staff understands bank processes and procedures. - Step into any role within the PBCS department when needed, including that of Documentation Compliance when necessary. - Adhere to 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 who enters into a relationship with the Bank
Job ID
2022-15041
Category
Banking
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As the Preferred Banking Client Services Banker, you will manage and monitor the workflow of walk-in clients  provide prompt, accurate and courteous responses to internal and external Preferred Banking client inquiries. You will ensure clients’ needs are met by proactively asking questions to understand their full banking needs and interacting with various banking departments.  In addition, you will have the opportunity to demonstrate versatility within the client services role and be able to identify valuable First Republic Bank clients, their banking patterns and the principals on the accounts.    What you’ll do as a Preferred Banking Client Services Banker: - Manage daily workflow and mailbox flow by delegating specific tasks to supervisors, assistant managers and CSAs depending on their knowledge, expertise and ability, while minimizing risk to the bank and client.  - Supervise the client-facing CSA and provide ongoing support with daily transactions, while proactively engaging in problem-solving as needed. - Manage and monitor the workflow of wire transfers, including approving and releasing outgoing wires; following up on wire tracers and cancellations; and researching and resolving issues with rejected wires due to NSF, invalid account numbers or missing/incomplete information; escalate when necessary.  - Coordinate efforts to ensure all departmental functions are completed, including approving transactions that are over the CSA limits, answering phones promptly and ensuring CSAs are providing client-oriented customer care for quality and training purposes. - Approve monthly/quarterly branch certifications and monitor department time and duties. - Seek and share knowledge in all areas of client services and the CSA job functions; provide cross training and staff development to ensure staff understands bank processes and procedures. - Step into any role within the PBCS department when needed, including that of Documentation Compliance when necessary. - Adhere to 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 who enters into a relationship with the Bank
Job ID
2022-15038
Category
Banking
City
New York
State
NY
Position Type
Contingent Worker (CON)
Common goals, uncommon potential As a Client Relations Manager, you’ll assist the Relationship Manager with a variety of credit, business development/marketing and client management tasks. You’ll have the opportunity to be a liaison to cultivate and deepen existing and new client relationships in the professional services with a focus on early and growth stage startups, founders, VC/PE.   What you’ll do as a Client Relationship Manager:   Support the loan process: - Apply knowledge of First Republic’s mortgage products, practices and tools while providing credit underwriting support to the Relationship Manager - Underwrite credit proposals and analyze personal financial statements, tax returns and credit reports with a high appreciation for attention to detail. Develop knowledge that will allow effective basic underwriting skills for high net worth individuals who are synergistic to our business model - Identify usual risks and mitigate common factors which could impact the Applicant's loan repayment ability. Utilize key loan underwriting tools and techniques to access Applicants' eligibility - Understand the necessity and value of accuracy and regulatory compliance. Accurately gauge the impact and cost of errors, omissions, and oversights. Utilize specific approaches and tools for checking and cross-checking outputs.  - Take personal ownership of assignments and activities, pro-actively communicating decisions and results to internal partners. Deliver quality work and solutions within accepted service level agreement / deadlines - Value the importance of teamwork with ability to work cooperatively towards shared goals. Actively participate in team meetings by sharing information, knowledge, and experiences openly. - Demonstrate open, friendly, accepting, and supportive behaviors with peers and colleagues.  Assist with Marketing & Sales Efforts: - Assist with the management of the Relationship Manager’s client portfolio - Develop strong relationships with key clients and stakeholders - Analyze and manage internal and external data sources to identify top clients and prospects, potential cross-sell opportunities - Facilitate new client onboarding journey though client service - Help support client engagement and outreach
Job ID
2022-15027
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as Private Wealth Management Senior Counsel: - Providing real-time legal advice and recommendations to First Republic Securities Company’s compliance and business partners (both client-facing and corporate staff). - Reviewing and negotiating legal contracts, including client agreements, selling agreements, insurance agreements, and 10b5-1 plans. - Assisting with regulatory inquiries from the SEC, FINRA, states and other regulators such as the FDIC, as well as internal and external audit requests. - Assisting with registration filings and related inquiries from FINRA and state securities regulators. - Handling litigation and regulatory enforcement matters, and managing outside litigation counsel as appropriate. - Advising on or handling customer complaints and civil subpoenas. - Researching issues that may involve legal or factual complexity, through examination of documents and/or factual investigation, as well as independent legal research. - Identifying and driving implementation of operational enhancements and internal policies/procedures in order to effectively mitigate risk and improve efficiency.
Job ID
2022-14989
Category
Legal
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Market Business Leader will be charged with supporting the Regional Business Leader’s leadership efforts in successfully growing and managing their respective region. The responsibilities associated with this role represent an important management responsibility as junior partner of the leadership team, encompassing the growth and development of our Wealth Management colleagues and contributing to the broader enterprise goals of First Republic Bank.   The activities and responsibilities associated with the MBL role are multifaceted, and include growing the business, direct oversight and supervision of Wealth Managers, partnership with the executive leadership team and Wealth Managers, responding to everyday issues, driving institutional change efforts with various stakeholders, supporting the recruitment efforts and subsequent integration of new Wealth Managers, and overseeing administrative efforts within the region. What you’ll do as Vice President,Market Business Leader:   - Develop into a senior First Republic leader by aiding the Regional Business Leader in executing a defined regional strategy to ensure goals are achieved - Gain knowledge of the PWM business, sales process, regulatory & supervisory framework, corporate guidelines, and procedures - Collaborate with Wealth Manager teams to address business opportunities/challenges - Serve as initial escalation point for issues pertaining to Wealth Manager teams - Promote the positioning of Wealth Managers as trusted advisor through the further introduction of other Private Wealth Management (“PWM”) products and services (e.g., trust, insurance, FX and financial planning) - Identify process improvements and lead projects - Assist in preserving and promoting the culture of First Republic and its stated values - Lead administrative efforts - Support recruiting, onboarding and integration of new Wealth Manager hires - Partner with colleagues across the First Republic organization
Job ID
2022-14988
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Strategic Sourcing Manager role supports designated business areas in the development and implementation of a category plan  to assist the business in its assessment of the use of third parties who provision goods or services to the Bank..  This role will indirectly manage teams supporting engagements with the business.  The Manager supports the business in managing a category of spend of approximately $100 million.  The Manager engages directly with the business units to build strategies for the assigned work including requests for proposals, information requests, and reverse auctions.     What you'll do as a Strategic Sourcing Manager: - Lead the development and implementation of a category for complex strategic sourcing activities. - Conduct market analysis, analyzes category spend data and apply broad industry knowledge to sourcing strategies and recommendations. - Work closely with business partners to source best-in-class goods and or services to advance the Bank’s goals and objectives. - Identify and communicate category-related trends to the business. - Manage individual project timelines. - Execute complex RFx or other sourcing events. - Support the Bank’s minority and women owned business enterprise (MWBE)/Supplier Diversity program aspirations. - Coordinate negotiations with suppliers for high-dollar, complex or high priority goods and or services. - Engage business partners to determine negotiation objectives. - Leverage multiple negotiation methodologies to achieve desired outcomes in a consistent and methodical manner. - Partner closely with the business and subject matter experts to ensure the best interests of the bank are always represented in negotiations. - Manage the interaction with the business, IT, Vendor Management, Business Technology Partners and suppliers throughout the negotiation process. - Work closely with business partners to define key performance indicators and service level agreements to hold suppliers accountable. - Provide senior level leadership. - Manage business relationships, acting as a liason between Shared Services and the business leadership. - Provide expertise and mentor others. - Develop and recommend continuous improvement efforts. - Stay abreast of external sourcing strategy best practices and make recommendations accordingly. - Perform additional responsibilities as assigned. - Partner with Shared Services teams to pull in additional staff support when needed.
Job ID
2022-14953
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic seeks a Senior Associate to join our Foreign Exchange Sales Team. This job requires excellent communication skills by telephone and email. The candidate will work directly with the sales team and assist with pricing trades (verbal, email and electronic trading) and advising clients of market developments. Excellent follow through and strong customer service skillset is a must. Ability to identify new business opportunities a plus and promote FX products and services to all appropriate client sectors.   Ensures that own work is in compliance with applicable laws, regulations and guidelines as detailed in Company policies; policies include but are not limited to Fair Lending, KYC, BSA and other applicable anti-money laundering policies.   What you'll be doing as Senior Associate, Foreign Exchange:   • Supports a growing advisory/trading team; work proactively to maintain and grow foreign exchange sales volumes and profitability. • Works with the advisory team members to create and deliver sales presentations for clients, internal audiences and organizations to explain products, services and risk management    solutions. • Distribute technical analyses, research and market commentaries to clients and prospects as needed. • Maintains comprehensive understanding of Foreign Exchange, international banking and other company products and services with the ability to approach clients with unique service or risk management needs. • Represents Foreign Exchange business at company functions, business groups and civic organizations to maintain wide referral network and enhance sales performance. • Monitors status of assigned accounts to ensure conformity with terms; ensure proper documentation is completed and appropriately retained. • Participates in the development of operating policies and procedures by communicating new or unique solutions to appropriate persons. • Performs 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
2022-14936
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a motivated lending professional to join our Residential Lending team. As a Residential Loan Servicing Specialist, you will have the exciting opportunity to develop your leadership skills by helping the department to realize strategic business goals through training and mentoring Residential Loan Servicing staff, as well as ensuring accurate loan maintenance. You will utilize your understanding of Residential Loan Servicing procedures and systems to update, reverse, and post payment advances as well as perform system maintenance of a complex nature.   What you will do as a Residential Loan Servicing Specialist:        - Research customer account(s), loan history, and make necessary adjustments for loan payments, reversals and file maintenance. - Accurately and efficiently process financial and non-financial transactions and post to loan accounts. - Perform loan payment calculations and adjustments. - Work with internal business partners at various levels to research and translate account information. - Perform duties that aid in the processing of loan servicing documents, ensuring transactions are completed within compliance and internal guidelines; this will include data entry, reviewing documents, tracking, filing, and payment research. - Perform data analysis and assist with the generation of operational reports to meet ongoing business requirements. - Assist with Quality Control function on file maintenance/ new loans / modifications that are boarded to the system - Produce daily/monthly/quarterly reports as assigned - Review and update loan details and accurately create and update accounts as appropriate. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-14934
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
TBD   What you’ll do as a
Job ID
2022-14928
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
TBD   What you’ll do as a
Job ID
2022-14926
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is looking for a seasoned business analysis professional to join our Lending Business Process Design team.  As the senior business analyst, you will partner with key Lending business users as well as other departments and stakeholders to identify and understand current operational challenges in order to collaboratively design and implement processes and interventions in a cost-effective manner.  Using your strong understanding of process, data, and custom application development, you will identify you will work with end users and business partners to document business processes and requirements, including, but not limited to, wireframes and detailed descriptions of user interactions within the system. You will also have the exciting opportunity to define an enhanced future-state process.   What you’ll do as a Senior Business Analyst , Delivery & Execution: - Identify opportunities for enhanced efficiency in strategic and tactical efforts - Design and document new process flows using industry standard techniques - Delve into raw data to validate the process, identify reporting gaps, and design new reports - Document business requirements in the form of use cases and mockups - Manage change using targeted verbal and written communications including, but not limited to, system mockups, demos, job aids, training, and release communications - Manage a prioritized list of enhancements - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Responsibilities include the following: 1)adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2)adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  
Job ID
2022-14922
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
TBD 
Job ID
2022-14920
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective With a staff of 215 and growing, Eagle Lending leads the way for innovation at First Republic Bank.  As the Western Region Sales Director, you be leading a regional Personal Line of Credit Sales Specialist team in our office in San Francisco's financial district focused on acquiring the next generation of clients.   You will be a key partner for the Sales, Marketing, & Product teams and will own a wide range of sales, strategy, and operations projects. You will partner with cross-functional stakeholders across Credit, Marketing, and Technology to identify and act on business insights. The ideal candidate is skilled at synthesizing complex concepts into a simple message, getting deep into data to drive key initiatives, and fostering change through a collaborative approach. What you'll do as a Regional Sales Director, Personal Line of Credit: - Manage PLOC Sales Specialists and Managers on both hard and soft skills, ranging from pipeline management to credit education to effective communication - Implement new sales enablement processes and identify technology features that will help the business scale efficiently - Define and drive analyses aimed at developing a deep and holistic understanding of business performance, growth drivers, and trends - Communicate insights and recommendations clearly to senior executives - Lead sales and revenue growth projects across the business from idea to execution
Job ID
2022-14870
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
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, underwriting and ensuring the loan closes on time. This includes presenting deals to ELC and obtaining approval on behalf of the RM.   What you’ll do as an Internal Account Executive:   Manage the loan process: - 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 loans - Underwriting of residential and commercial loans - 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.   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.    Work with internal business partners and lending office staff at various levels to research and resolve transaction concerns.  Must be confident in response and ability to satisfactorily address all clients.  Handles complex/escalated matters.   Includes verbal and written interaction on complex items.
Job ID
2022-14839
Category
Banking
City
Boston
State
MA
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
2022-14836
City
Santa Rosa
State
CA
Position Type
Regular Employee (REG)
First Republic Bank Insurance Group Operations is looking to expand our administrative team. This position would be part of a highly collaborative team that supports a platform of regional risk management and insurance teams in key geographies. This is a new role where the growth and evolution can be shaped by a successful applicant.   What you will do as an Associate, Insurance Group Operations: - Administrative support of day-to-day sales and service for life insurance business line - Assist with insurance commission/revenue reconciliation and reporting - Smart Office data maintenance and reporting - Provide policy owner service/support as required by Insurance group - Address service related internal and external communications - General office work –mail sorting, scanning, filing - Perform duties & responsibilities specific to department functions & activities - Performs other duties & responsibilities as required or assigned by supervisor - Support overall operations and compliance of the insurance business line - 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)
Job ID
2022-14834
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you First Republic Bank is looking for a driven and eager Loan Analyst to analyze, process, and prepare capital call and distribution requests for our Eagle Lending Professional Loan Program (PLP). This role will work closely with various key stakeholders across the bank, such as Relationship Managers, Executive Loan Committee, Underwriters and Department Managers, which requires exceptional detail orientation, communication, and time management skills. Our goal is to provide flexible, responsive support in order to fund individual client capital contributions and distributions for our growing portfolio. We are a highly collaborative team with a can-do attitude and culture. If you have a passion for finance and an interest in lending, we would love to hear from you.   What you’ll do as a Loan Analyst, Fund Investment: Analysis (75%) - Prepare and process capital call and distribution requests for fund investments and returns - Analyze unique loan terms and understand various requirements for leveraged requests - Ensure capital call and distribution requests are completed in a timely manner and with exceptional service - Provide feedback and/or implement procedures in order to improve operation efficiencies - Produce customized templates and documentation for each program Audit/Compliance/Regulatory (15%) - Review capital call and distribution transactions for accuracy and compliance - Reconcile discrepancies between leverage accounts and funded investments - Manage program and borrower level data - Assist with audit inquiries and provide data insights as requested Customer Support & Ad hoc requests (10%) - Directly communicate with CFOs and their support team to roll out new programs and establish operational procedures. Additionally, work with firms to revise operational procedures throughout the life of the program - Manage support inbox and respond to all client and firm inquires - Produce regular or ad hoc reports to support internal team and client needs - Assist with other support tasks related to program and borrower level terms
Job ID
2022-14769
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you First Republic Bank is looking for a driven and eager Loan Analyst to analyze, process, and prepare capital call and distribution requests for our Eagle Lending Professional Loan Program (PLP). This role will work closely with various key stakeholders across the bank, such as Relationship Managers, Executive Loan Committee, Underwriters and Department Managers, which requires exceptional detail orientation, communication, and time management skills. Our goal is to provide flexible, responsive support in order to fund individual client capital contributions and distributions for our growing portfolio. We are a highly collaborative team with a can-do attitude and culture. If you have a passion for finance and an interest in lending, we would love to hear from you.   What you’ll do as a Loan Analyst, Fund Investment: Analysis (75%) - Prepare and process capital call and distribution requests for fund investments and returns - Analyze unique loan terms and understand various requirements for leveraged requests - Ensure capital call and distribution requests are completed in a timely manner and with exceptional service - Provide feedback and/or implement procedures in order to improve operation efficiencies - Produce customized templates and documentation for each program Audit/Compliance/Regulatory (15%) - Review capital call and distribution transactions for accuracy and compliance - Reconcile discrepancies between leverage accounts and funded investments - Manage program and borrower level data - Assist with audit inquiries and provide data insights as requested Customer Support & Ad hoc requests (10%) - Directly communicate with CFOs and their support team to roll out new programs and establish operational procedures. Additionally, work with firms to revise operational procedures throughout the life of the program - Manage support inbox and respond to all client and firm inquires - Produce regular or ad hoc reports to support internal team and client needs - Assist with other support tasks related to program and borrower level terms
Job ID
2022-14768
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 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 Credit Analyst on the Private Equity and Venture Capital Finance Team: - Generate credit package (including memorandum, organizational charts, global cash flow, etc.) for professional loan programs. This includes financial and risk analysis, Bank strategy, purpose of loan, repayment sources, collateral, financial & reporting covenants, and company summary. Underwrite renewals, modifications, and short-term extensions in addition to new facilities. - 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. - Collaborate with internal and external partners including the Client, Loan Operations Legal and outside legal counsel to review formation documents, understand various entity structures and review loan documents for consistency and alignment with credit narratives. - 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. - Monitor existing credit facilities for financial and reporting covenant compliance. Be able to identify problem loans and work with Management, Executive Loan Committee and Credit Administration to take appropriate action. - Actively participate in continuous process improvements by generating suggestions and participating in problem solving activities.
Job ID
2022-14756
Category
Lending
City
New York
State
NY
Position Type
Regular Employee (REG)

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