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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What you’ll do as a Service Desk Analyst (L1): - Provide front line technical support to the Bank by responding to incidents and requests reported by users through multiple channels; voice, email, IM, social media, etc. - Provide superior, high-touch service by engaging mature interpersonal, communication and telephone handling skills. - Provide highest levels of availability within the system during scheduled working hours while applying performance behaviors aligned with guidelines and standards designed to enable agents to consistently deliver effective results and to ensure the highest level of productivity and user satisfaction. - Provide troubleshooting support for a wide variety of 3rd party applications, Microsoft Office 2016, PCs, Laptops, Peripherals, IP Phones, Network, Internet Browsers, Outlook 2010, Active Directory and Exchange, Win7/Win10 operating systems, etc. and engage escalation support processes in a timely fashion using sound judgment and self-initiative. - Support the team; be highly collaborative. Seek and share knowledge among colleagues throughout the End User Services team. Leverage Level 2 and Level 3 teammates for troubleshooting and procedural support. - Strive to achieve resolution of all interactions on first call whenever possible while proactively and conscientiously balancing competing demands in a fast-paced environment. - Remains informed of job-related issues through networking, training programs, seminars and trade publications. - Attend weekly team meetings and scheduled group- and firm-wide meetings. - Work designated shift between 7:30AM PDT and 10:00PM PDT weekdays, designated weekend shifts (Saturday and/or Sunday), and on-call when assigned. - Perform other duties when assigned.
Job ID
2020-9905
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Administrative Manager role was developed to oversee the day to day activity of our Wealth Managers and our Client Service Associates in a first line of defense capacity.  The Administrative Manager acts in a Branch Manager capacity while supervising Wealth Manager activities daily, as liaison to our Compliance group along with helping mitigate risk for the Bank.   What you'll be doing as Administrative Manager, Director: - First line of defense for resolving client complaints - Review and approve trading activity and troubleshoot complicated issues relating to trade execution, booking, and settlements - Review and approve option agreements - Point of escalation to compliance - Trade Blotter/Exception report review - Responsible for the oversight of confidential email and correspondence review in line with First Republic Investment Management’s policies and procedures - Suitability review - Subject matter expert on policies and procedures in order to promote a strong risk mindset
Job ID
2020-9900
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Preferred Banking Client Services Intern: - Scan any missing daily work to the shared drive before boxing the daily work in DataSafe boxes for offsite storage. - Enter wire information in the bank’s wire system or typing up the wire form for foreign currency wires for approval and processing. - Pick up or drop off wire approvals from the different floors that Client Services currently sit on. - Daily wire reconciliation; making sure that all wires on the wire log are accounted for before filing away. - Assist Client Service Group in placing account notes or instructions into Total Plus. - Box up daily work, wires, and other miscellaneous backup documentation in DataSafe boxes for offsite storage. Entering the information of the box in the tracking sheet and saving the shared drive. - Help open deposits, add up the checks to make sure it matches deposit slip, and scan Check 21. - Assist with accepting courier deposits and entering the information in the courier log. - Assist the Client Service Group in placing client’s receipt in window envelope for mailing. - Assist the Client Service Group with any projects which involves data entry to Microsoft Office programs. Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2020-9899
Category
Intern
City
New York
State
NY
Position Type
Temporary Employee (TMP)
First Republic Bank seeks a dynamic Learning & Development Director to drive and execute innovative learning initiatives within Lending Strategy. The Lending Strategy department oversees products and services for Residential Real Estate loans within First Republic Bank. The Learning & Development Director is responsible for developing and implementing relevant & engaging training programs, policies & procedures (P&P), and desktop procedures pertaining to the Appraisal Ordering, Originating, Processing and secondary aspects of producing of residential loans with the Bank.  We’re looking for someone to champion our culture of client-service through the design, enhancement, and delivery of best-in-class trainings and development campaigns to enrich employee engagement and further our strong corporate culture.   As a core member of the team, the Learning & Development Director will collaborate with department leaders, and across teams to strategize long and short-term learning initiatives while managing an all-star team devoted to a culture of continuous learning and development of colleagues. A Successful Learning & Development Director will be able to leverage his/her experience in designing, implementing, and evaluating learning programs in a high-growth company that celebrates its culture. We’re looking for a strategic thinker who is both an effective listener and action oriented implementer.   What you’ll do as a Director, Learning & Development, Lending Strategy: - Develop and deliver monthly process-, systems-, and compliance-related training to internal clients (i.e., residential loan teams & residential closing staff) - Publish & maintain up-to-date process- and systems-related user guides, including department P&P - Regularly meet with supervisors & managers of our internal clients to provide learning metrics and to better understand training needs. - Collaborates with key stakeholders across the bank to identify opportunities for the learning and development function to advance business initiatives and achieve corporate goals. - Design and implement an inter-team learning strategy. - Oversee the transformation (design, development, and deployment) of both new hire and new leader onboarding programs for loan teams. Develop, implement, and own metrics related to new hire onboarding as well as employee, management and leadership development. - Own vender and third-party relationships while delegating responsibilities effectively to a high-performing team. - Lead a dynamic team by example; we’re looking for a visionary and a doer. - Establish evaluation benchmarks for program effectiveness while designing valuable feedback mechanisms to improve development programs. - Explore and propose forward-thinking training ideas, especially in regards to the ever-increasing role of technology, innovation, and risk on the financial industry. Be a strategic thought-leader in the future of the bank and what we can do now to prepare our employees and leadership for the challenges and opportunities that lie ahead.
Job ID
2020-9892
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the Sarbanes-Oxley (SOX) Business Process (BP) Analyst you will be responsible for supporting the BP-related components of the SOX Program and continually enhancing it to keep up with the dynamic growth of the Bank. You will have the opportunity to work closely with business unit SOX Liaisons to ensure that Internal Controls Over Financial Reporting (ICOFR) are appropriately designed and operating effectively, that SOX-compliant control documentation is maintained, and that any BP ICOFR deficiencies are assessed for severity and remediated, as needed.   In this position, you will report to the BP Manager and work with a mix of internal and external co-sourced team members to execute program activities. In addition, you will be involved in special projects related to systems and new accounting standards implementations, while assessing their impact on SOX and ICOFR.   What you’ll do as a SOX Senior Business Process Analyst: - Support the BP Manager in completing the annual SOX scoping and materiality assessments and risk assessment, as well as the Fraud Risk Assessment to ensure compliance with COSO standards and appropriate scoping and coverage of the SOX Program. - Coordinate with each business unit SOX Liaison on all SOX-related activities, including walkthroughs, testing and remediation activities. - Execute on SOX BP testing by identifying and documenting SOX key controls and assist the business in enhancing process documentation. - Assess BP ICOFR deficiencies and monitor BP remediation activities. Conclude on the effectiveness of BP ICOFR. - Work closely with the Bank’s Vendor Management group and SOX Liaisons to help identify end user controls and SOC 1 Type II report reviews. - Work closely with the external auditors to ensure the SOX Program meets their requirements in terms of scope, timing and approach; work to align testing approach in efforts to increase auditor’s reliance on SOX Program. - Assist the BP Manager in preparing BP-related materials for the SOX Reporting Committee. - Ensure the overall quality, consistency, risk management and adherence to the Corporate SOX Policy. - Support the team in the continuous enhancement of the program with the potential implementation of a SOX workflow application to automate the SOX process, including reporting and systematically connecting workpapers. - Assist the BP Manager in performing assessments of the SOX impact of new initiatives, including system implementations/updates, new accounting standards and various special projects. - Share information among the SOX Program Office team, transferring knowledge and providing examples of high-quality documentation, as appropriate. Foster and maintain group spirit and high team morale. - 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
2020-9886
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Accountant: - Prepare journal entries with proper documentation, reconcile, analyze and certify various General Ledger accounts within deadlines. - Identify, research, investigate, and problem-solve General Ledger account and/or internal control issues. Under some circumstances, contact other departments to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on responding to inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Organize and maintain updated accounting procedures respective to assigned tasks. - Assist in various projects as needed. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-9885
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsibilities:    - Provide direct phone and email support for Account Analysis (AA), using effective communication skills (written and verbal) to assist bankers and internal clients -  Assist in processing high volume of AA requests (via phone and email) within required deadlines (usually 2 business days or less). - Serve as backup to your AA team members. - Assist with month-end processing and meeting all required deadlines of the month-end close. - Research and resolve internal, banker and client requests for all analyzed account inquiries. - Work closely with Analysis team members on analysis projects, system updates and training. - Perform routine responsibilities with limited supervision. - Work closely with management to ensure customer SLAs for phone and email requests are met. - Assist in providing complex ad hoc reports for management. - Support the team in meeting daily and monthly deadlines. - Maintain continued knowledge of current bank and regulatory policies and procedures and ensure compliance. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by manager.
Job ID
2020-9884
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
The Communications Specialist will be responsible for supporting the Senior Director of Communications in creating and managing communications plans and marketing resources related to initiatives and the products and services of First Republic Bank, as well as materials related to supporting senior leadership of the company. This role will include extensive project management, writing and editing of external and internal communications and strategic thinking.   What you'll be doing as a Communications Specialist:   - Write, proofread and edit a wide variety of communications, including strategic messaging, marketing collateral, thought leadership, presentation decks, letters, FAQs and talking points - Support content development for a wide variety of internal and external meetings, including leadership meetings, board meetings and marketing events - Prepare strategic briefing materials for executive meetings, including client, prospect and internal meetings - Translate financial, legal and technical terminology into clear, conversational language - Support internal and external event planning, invitations, preparation, execution, and extensive follow up including letters, gifting, post-event analysis and summaries - Review and evaluate executive speaking opportunities - Conduct research and provide insights and recommendations - Measure and track the results of communications - Build strong relationships with business unit partners and cross functional SMEs to brainstorm, plan and accomplish deliverables efficiently
Job ID
2020-9883
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll do as a Senior Tax Accountant:  - Preparation of the quarterly tax provision workpapers; - Preparation of the annual federal and state income tax return workpapers including apportionment data; - Assist in responding to tax notices; - Assist in the tracking of stock compensation to calculate tax benefit derived from the exercise of stock options and restricted stock; - Assist in the gathering of document requests for various ongoing tax audits of the bank; - Assist in researching different filing requirements for various states; - Assist in other minor tax research projects. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-9878
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The primary focus of this job is to plan, design, develop, implement and support ongoing development and support of the Onbase Document Management System and Ephesoft Intelligent Document Classification system. The functions in this job includes IT Applications Development, Maintenance, IT Architecture, IT Engineering, and other IT Infrastructure support functions. This level typically works under general supervision and exercises judgment. Knows and effectively uses fundamental concepts, practices, and procedures. The resource may work on data analysis, projects or tasks that are fairly complex and varied.   This position will involve working with business teams to analyze the data, map the data, and participate in document design discussions, development, maintenance and enhancements of OnBase & Ephesoft application. General responsibilities include: In-depth knowledge in analysis, architect solution, design, prototype, testing, develop/enhance applications, production support, problem solving, including requirements gathering, estimating effort and documentation. Visual Studio 2015 and/or 2017 Enterprise, .NET Framework, HTML, XML/JSON, NodeJS, JavaScript, CSS & APIs also experienced in Web applications.   This resource will be working with the IS resources, cross functional teams, business partners, and external vendors to enhance and implement the necessary changes to the existing application based on the requirements from the business users.
Job ID
2020-9876
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Administrative Assistant, you will provide administrative support to the New York Private Equity Finance team including the coordination of internal team and external client events.   What you'll do as an Administrative Assistant: - Greet clients, prospects and visitors. - Manage all logistics for external and internal events within the Business Banking team, while working closely with Marketing. - Assist in project management related to sales and relationship-development opportunities. - Maintain Senior Managing Director calendars, including handling all the scheduling and arranging meeting space and video conference logistics. - Assist with project-based work, including research as appropriate. - Make all travel arrangements for Business Bankers. - Maintain and process expense receipts and reports. - Handle general clerical duties, including answering telephones, handling the mail, making copies and scans, and filing, preparing documents and uploading documentation to proper sources, including shared networks and/or programs. - Assist with mailings through Mail Merge and creating labels
Job ID
2020-9875
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.   Technical Recruiters are responsible for end-to-end recruiting activities including the creative development and execution of sourcing strategies and recruiting plans. The Technical Recruiter ensures First Republic Bank attracts and hires the best talent while maintaining a pipeline of qualified talent. Primary objectives include screening resumes, conducting interviews, making recommendations to hiring manager and guiding the hiring managers through the recruiting process. The Recruiter will establish solid relationships with hiring managers and candidates and build strong networks internally and externally.   What you’ll do as a Technical Recruiter: - Collaborate with Hiring Managers to understand position requirements, and advise them on policies, processes, recruiting initiatives and compliance. - Conduct recruiting strategy meetings to set expectations, and maintain communications throughout the recruiting process. - Network and build strong relationships with hiring managers by providing strategic guidance and advice. - Review internal and external candidate resumes and assess their qualifications and fit. - Conduct phone screens, provide candidate assessments, and recommend viable candidates to hiring manager for further consideration. - Successfully sourcing candidates through referrals, proactive efforts, research and networking. Must be able to design and execute a creative sourcing strategy to pipeline a diverse, high quality candidate pool. - Lead candidate interview feedback sessions and provide follow up on interviews. - Manage all candidate communications and information to ensure a positive candidate experience throughout the recruiting process. - Meet department goals including project contributions
Job ID
2020-9872
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.  The Corporate Recruiter will be responsible for executing Corporate/G&A searches from kick-off to completion. You will have full ownership of search execution including sourcing, assessing and recruiting top talent to First Republic. Specifically, you will be responsible for client engagement and relationship management, search strategy and execution, candidate pipelining and offer negotiations.   What you’ll do as a Recruiter: - Develop and maintain strong working relationships with internal client groups, stakeholders, candidates and external agency partners while serving as a spokesperson and advocate for First Republic Bank. - Actively own and/or participate in search meetings and discussions with hiring managers. Provide market insights. - Work closely and cross-functionally with hiring managers to: assess recruiting needs, understand job requirements, and develop job descriptions for each position; and tailor/refine recruitment process as-needed. - Market Research and Mapping. Surface candidates and develop networks of people and processes to support a strong pipeline of qualified candidates. - Conduct initial screen with networking prospects, referrals, applications, and passive candidates. Build pipelines of qualified, high-caliber candidates using creative and effective sourcing strategies. - Engage, contact, and manage candidate experience throughout recruitment process. - Contribute to projects on an ad hoc basis.   
Job ID
2020-9870
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.  The Senior Recruiter will be responsible for executing full cycle searches for Private Wealth Management as well as other areas. You will have full ownership of search execution including sourcing, assessing and recruiting top talent to First Republic. Specifically, you will be responsible for client engagement and relationship management, search strategy and execution, candidate pipelining and offer negotiations and reference checking.   What you’ll do as a Recruiter: - Develop and maintain strong working relationships with internal client groups, stakeholders, candidates and external agency partners while serving as a spokesperson and advocate for First Republic Bank. - Actively participate in search meetings and discussions with hiring managers. Provide market insights. - Work closely and cross-functionally with hiring managers to: assess recruiting needs, understand job requirements, and develop job descriptions for each position; and tailor/refine recruitment process as-needed. - Market Research and Mapping. Surface candidates and develop networks of people and processes to support a strong pipeline of qualified candidates. - Conduct initial screen with networking prospects, referrals, applications, and passive candidates. Build pipelines of qualified, high-caliber candidates using creative and effective sourcing strategies. - Engage, contact, and manage candidate experience throughout recruitment process. - Contribute to projects on an ad hoc basis. 
Job ID
2020-9869
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Auditor – Compliance will work closely with the Bank’s various lines of business to ensure appropriate control design and test of control effectiveness across compliance programs and processes. The Senior Auditor is responsible for planning and executing compliance audits, including but not limited to the following areas: BSA/AML, Lending Compliance, Deposit Compliance, Fair Lending, UDAAP, CRA, Fraud, FCRA, NACHA, and Volcker Rule Compliance. The Senior Auditor will also provide control consultation on risks and controls throughout the Bank and its subsidiaries.   The allocation of responsibilities and tasks will vary depending on timing and staffing needs in the Internal Audit Department - Compliance Team.   What you’ll do as a Senior Auditor, Compliance: - Support Compliance Internal Audits by the following: - conduct audit planning, including identifying and analyzing risks to develop risk-based audit programs - schedule and lead meetings - execute and document detailed testing using appropriate auditing methodologies and data analysis - assist with drafting audit reports by vetting potential issues, ensuring findings are appropriately documented, and recommending value-added solutions based on root cause - effectively lead resources assigned to audit projects - review workpapers for quality and adherence to standards - track audit progress against planned milestones and ensure timely issuance of report - validate the remediation of audit findings - perform general administration, such as co-source oversight, logistics coordination, monitoring the inflow of audit requests and responses, and management of audit files within the audit management system - Ensure the overall quality, consistency, risk management and adherence to department and professional standards and identify opportunities for audit process improvement - Provide assistance to external auditors by responding to general audit questions, supporting their efforts to rely on Internal Audit work, and as needed. - Establish and maintain strong relationships with business unit management - Remain current and increase knowledge of regulatory requirements that impact the organization, as well as in the areas of internal control, accounting, business, company products and company information - Support management initiatives and perform administrative responsibilities as needed; perform duties and responsibilities specific to department functions or as assigned by supervisor - Responsibilities include the following: - 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.), - adhering to Bank policies and procedures, - completing required training, - identifying and reporting potential suspicious activity to the BSA/AML Officer, and - knowing and verifying the identity of any customer(s) who enters into a relationship with the Bank is known and verified.
Job ID
2020-9868
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Contingent Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Contingent Client Service Associate: - Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support. - Research and respond to inquiries for our high net worth clients; escalate issues as appropriate. - Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust. - Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - 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
2020-9866
City
San Diego
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential As a Contingent Client Service Associate, you’ll ensure that all single- and multifamily residential and commercial lines of credit or loans are set up and processed in a timely manner, while meeting all regulatory requirements and providing a high level of customer service.   What you’ll do as a Contingent Client Service Associate: - Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level. - Analyze each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete. - Prepare loan files for funding by reviewing the analysis for accuracy. - Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements. - Prepare prequalification and/or commitment letters for loan officer review. - Cross-train other team members, when applicable.
Job ID
2020-9864
City
Menlo Park
State
CA
Position Type
Contingent Worker (CON)
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
2020-9862
Category
Banking
City
Boston
State
MA
Position Type
Regular Employee (REG)
We are looking for someone who has a passion for delivering and improving our customer service to every manager and colleague. The candidate must have excellent attention to detail, feel comfortable working with various levels of staff / management, possess the ability to make adjustments to workflows and re-prioritize workload based on fluctuating deadlines. Our ideal candidate is highly organized with strong analytical skills, decision-making capabilities, problem solving and project management skills, as well as the ability to build strong working relationship.   What you will do as an Internal Control Senior Specialist: - Serve as the liaison between Lending Services and internal/external groups, which include but not limited to Internal Audit, Information Security, Vendor Management, and all other relevant regulatory bodies, in the facilitation of collaborative and timely reviews and audits by ensuring documentation/research requests are appropriately handled and exceptions are promptly communicated and addressed by internal staff/management. - Manage the issue tracking program by performing monthly reporting on issue status, conducting issue remediation testing, and performing ongoing follow up on outstanding issues. - Coordinate periodic certifications and/or assertions which include, but are not limited to, the SOX program and the Business Continuity program - Act as a risk and control SME on internal process development/change initiatives. Consult with various Lending Services groups on process implementation and/or change initiatives to ensure that a strong control environment is maintained. - Assist in the review and evaluation of the Lending Services Targeted Reviews, including, but not limited to, designing audit programs, conducting control/transaction testing, and communicating results.    - Perform other duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Perform control testing and monitoring of the Lending Services quality control monitoring program.
Job ID
2020-9861
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Loan Team Processing Lead will provide effective management of a loan production team of professionals who process & underwrite a variety of real estate secured loans, including single-family and multi-family residential loans, as well as commercial property loans.  The Loan Team Processing Lead will also provide effective leadership to loan team support members through appropriate coaching & training and engage with relationship managers and regional managing directors in order to provide effective support of loan production and regional growth.   What you’ll do as a Commercial Loan Specialist: - Manage number of loans in pipeline for each loan team member to ensure appropriate distribution of loan and the loan team's service levels are met. - Manage any “issues” that may arise between team members and/or other depts. in the bank as well as any outside vendors (title companies, appraisers, etc.) - Responsible for managing the Loan Team schedules to ensure adequate loan production support - Track & distribute regularly scheduled loan pipeline reports for relationship managers and loan team support members.  - Lead regularly scheduled loan team meetings to keep abreast of any issues, relay new industry/bank policy changes, or to assess any training opportunities. - Regularly meet with relationship managers and regional managing director to assess loan team support needs. - Complete and conduct regularly scheduled performance review of loan team support staff. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Other 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
2020-9859
Category
Banking
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)

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