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An encouraging culture that invests in you
As a Private Equity Associate with the Professional Loan Program (PLP) team, you’ll play a key role in structuring, negotiating and overseeing your own pipeline of new professional loans while ensuring that client expectations are met throughout the process.
We created the Professional Loan Program to offer tailored loan programs to employees of our private equity and venture capital firm clients, to enable them to personally co-invest in the funds being raised by their firms. We also use the PLP to offer loans or lines of credit to prospective partners at professional service firms to finance their partnership equity purchases.
In the Private Equity Associate role, you will have the opportunity to work closely with key stakeholders across the Bank — such as Account Executives, the Executive Loan Committee, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team with a can-do attitude and culture.
What you’ll do as a Private Equity Associate:
- Structure and implement customized loan programs for partners and executives in the private equity, venture capital and professional service industries.
- Communicate directly with clients, Account Executives, underwriters, legal counsel, executive approvers and loan closing teams throughout the program development process.
- Develop and prepare program term sheets and due diligence needs lists, as well as review and understand entity documentation, loan documents, financial statements and approval memos.
- Partner with legal counsel on document negotiations and oversee the approval and rollout of new programs.
- Assist the underwriters by obtaining all necessary documentation from the client, and help respond to any underwriting questions.
- Manage existing relationships, including program modifications and credit reviews, and look for opportunities to educate clients about the Bank’s other offerings and how these products and services could help meet their financial needs.
- Suggest enhancements to processes and procedures in order to improve efficiency.
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What you'll do as a Loan Administrator:
- Assist with the Eagle loan portfolio by ensuring loan files are complete, accurate, and prepared for booking
- Assist team with creating loan addendums and firm/guaranty confirmation emails
- Assist team with initial advances, transfers, wires, and payoffs
- Assist team lead with due diligence for departure and other types of modifications
- Field questions from the professional loan program inbox
- Produce monthly and quarterly balance reports
- Ensure that all documentation required for the file is obtained and file is complete. Process adverse action decisions by contacting the referring officer, which may also include communication with a client, preparing notices and mailing as required.
- Communicate with the sales force (Eagle AEs, Relationship Managers, Preferred Bankers, and Preferred Banking Offices), Credit, Credit Administration, Commercial Loan Operations, Legal and Deposits on new requests and existing facilities.
- Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient.
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
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What you’ll do as a Director of IT Assset Management:
- Manages the maintenance of records and databases containing information regarding licenses, warranties, and service agreements for the organizations hardware and software.
- Tracks quality of Assets throughout the product lifetime.
- The IT Asset Manager manages staff in the day-to-day performance of their jobs.
- Develop and deploy process and standards required to manage IT Assets including inventory management and disposal services
- Provide support to Category Managers in the identification of IT Assets that are in need of replacement, renewal, or termination
- Oversee day to day operations of receiving equipment, software, and other Assets required to be tracked by the Bank as an Asset
- Reconcile inventories and orders to ensure inventory counts are accurate
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What you'll do as a Coordinator, Strategic Partnerships:
- Work with VP of Strategic Partnerships (East Coast) and Director of Strategic Partnerships (West Coast) on the following ongoing projects:
- Local roll-out and updating/maintenance of Cybergrants online volunteerism platform and assist with execution and user inquiries
- Corporate donation fulfillment (grants, merchandise donations)
- Maintain sponsorship asset inventory and sponsorship asset fulfillment (charity ads, staffing events, filling gala tables, ticket allocation; logos, etc.)
- Track and update strategic partnerships budget and build for following year
- Work with Regional Managing Directors to determine CRA (Community Reinvestment Act) eligibility, work with Community Reinvestment group to help fulfill donation requests
- Plan and execute Corporate Social Responsibility volunteerism events and act as Volunteer Ambassador on the East Coast
- Assist with compilation of content for marketing collateral related to Corporate Social Responsibility
- Event execution for sponsorship-related events in all East Coast Markets
- Assist with development of new markets through donation and event strategy and execution
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See service from a higher perspective
As a Registered Client Service Associate, you will be the first point of contact for clients or prospects, providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.
What you’ll do as a Registered Client Service Associate:
- Provide sales and service support for current clients and prospects.
- Research and respond to inquiries of high net worth clients; escalate issues as appropriate.
- Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals.
- Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail.
- Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.
- Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
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What you’ll do as a Associate, Contract Management
- Coordinate and contribute to all stages of contract lifecycle including RFP preparation, contract review, negotiation, maintenance and termination
- Manage contractual and business relationship with vendors
- Develop, structure and negotiate legal and business terms and conditions including price negotiations
- Comfortable advocating on behalf of the business and negotiating with counsel
- Report on the status of contract management on an ongoing basis
- Develop and maintain working relationships across lines of business and with technical, audit, compliance, security and legal teams as required
- Use vendor management system to manage contract documents which requires: understanding of contracts and key terms and conditions that are common to various types of agreements including but not limited to software, hardware, professional services and consulting services agreements
- Work in a self-directed, collaborative, and constructive manner with team members, the business unit, and our internal stakeholders
- Understand the requirements of working in a regulated environment and the controls that are necessary to be successful in the financial services industry
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What you'll do as a Credit Manager, Special Assets:
- Ensure stability of ongoing Eagle portfolio, including monitoring existing credit facilities trends as well as for financial and reporting covenant compliance. Anticipate problem loans and work with Credit Administration to take appropriate action. Coordinate credit waivers, amendments, and policy updates with Credit Administration department.
- Oversee risk program, including assisting department management in tracking Eagle program risk and portfolio objectives and activities. Respond to questions on program performance, prepare monthly internal reports and respond to internal inquiries regarding performance and program activities
- Monitor Delinquency/Default of both individual borrowers and of the portfolio as a whole. Manage and monitor reports monthly and track overall levels of delinquency. Provide information on the status of loan payments of current clients monthly, and assist in collection and provide post-loan technical assistance.
- Identify and determine proper course of action for exception situations that arise. Recommend loan modifications, requests for restructures and termed-out lines of credit. Recommend appropriate risk ratings and reserves for restructured loans. Negotiate mutually acceptable loan restructures between client and bank. Work with Loan Monitoring Group to establish financial reporting monitoring practices and procedures.
- Complete daily monitoring of loan Delinquency Reports, monthly covenant /agreement exceptions reports, identify and provide status updates for high risk credits to Credit Administration and Business Banking senior management
- Manage Eagle Lending special asset activities, including Loan workouts, bankruptcy filings. Coordinate interaction with legal counsel regarding documentation and monitoring of legal efforts related to Eagle loans sent to outside counsel for collection. Coordinate recommendations/ acceptances for legal settlements.
- Oversee annual review and loan covenant compliance process: ensure that client compliance with loan covenants is monitored, including an annual covenant compliance review. Manage any changes through loan workouts and other negotiation with clients.
- Perform Duties and responsibilities specific to department functions and activities
- Perform other duties and responsibilities as required or assigned by manager.
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What you’ll do as an Administrative Assistant:
Under general supervision and acting on own initiative and direction, responsibilities include, but are not limited to:
- Providing administrative support to attorneys
- Managing daily workflow, and maintaining individual and team calendars, coordinating and setting up meetings, and arranging logistics (conference rooms, audio bridge lines, video conference system).
- Coordinating travel and related activities, including timely preparation and submission of expense reports.
- Creating and implementing filing system to manage document and record storage.
- Handling general team needs, such as ordering and maintaining office supplies, sorting and distributing incoming mail, photocopying and scanning documents, and making catering arrangements as requested.
- Reviewing and processing legal invoices and contracts.
- Assisting with interview scheduling, onboarding and integration of new hires.
- Providing support to attorneys with legal functions
- Assisting with document preparation (preparing memos, agendas, presentations, meeting notes, and letters), editing and distributing documents, and drafting and reviewing agreements.
- Handling incoming and outgoing correspondence and communications.
- Assisting with document requests from internal/external parties and perform document redactions. Provide input and suggestions for process improvements.
- Leading and managing projects, as assigned by attorneys.
- Providing backup for other Admins in various situations.
- Performing duties and responsibilities specific to department functions and activities and other duties and 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.
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What you’ll do as a Sr. 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.
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What you'll do as a Business Analyst:
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Aid in risk identification, control design and effectiveness, and ongoing control monitoring and testing activities
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Assist with First Line Operational Risk responsibilities, including reviewing and reporting on Operational Risk Incidents; supporting the design, development, enhancement and tracking of Key Risk Indicators (KRIs) and Risk Appetite statements; supporting the Business Unit Risk Assessment quarterly process; and participating and supporting the Risk & Control Self-Assessment process (including subsequent Controls Testing)
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As appropriate, contribute to mitigation actions in the case of Risk Appetite Metric and/or KRI breaches impacting their Functional group)
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Work with the organization to identify risk and compliance issues, analyze root causes, implement timely corrective actions, and continuously monitor risk
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Aid in performing testing of Information Services owned controls (quarterly, semi-annual, annual)
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Build strong partnerships with first line business and risk colleagues as well as Business, Compliance, Risk, Audit, and Legal partners
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Aid in governance coordination activities for the IT Steering Committee, such as gathering materials and following up on action items
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Aid in maintaining, following up, and reporting on risk issues and policy exceptions.
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Review and analyze processes and internal controls to identify control weaknesses in systems or processes and their impact on the internal control environment; and, assist in the creation of remediation plans.
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Use project management and engagement closure skills to organize, prioritize and report on multiple projects
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Produce risk management reports, highlighting areas of concern, change, emerging threats and opportunities.
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Perform duties & responsibilities specific to department functions & activities.
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Performs other duties & responsibilities as required or assigned by supervisor.
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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.
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Commonn goals, uncommon potential
The Administrative Assistant is to provide administrative support to the Sand Hill Business Banking team while leading client experiences for the Sand Hill office.
What you'll do as an Administrative Assistant:
- Maintain Senior Managing Director calendars, including but not limited to; heavy scheduling, sending invitations, and arranging meeting space/video conference.
- Maintain and process expense receipts and reports on a monthly basis at a minimum.
- Manage all logistics for external and internal events within the Sand Hill Business Banking team while working closely with Marketing.
- Assist in project management related to sales and relationship development opportunities
- Responsible for answering telephones and transferring as appropriate; taking messages; and/or assisting directly when necessary.
- Perform general clerical duties including, but not limited to, photocopying, faxing, scanning, mailing, filing, uploading documentation to proper sources including shared networks and/or programs. Utilize external logistics services as appropriate.
- Greet clients, prospects and visitors. Direct and accompany to appropriate conference rooms. Coordinate meetings and conferences, including ordering food, and setting up and taking down the room.
- Coordinate all travel arrangements for Business Bankers (air; rail; hotel; car service, etc.).
- Assist Team as necessary with document preparation, including editing, formatting and distribution of documents.
- Lead and manage team pipelines and projects, including research as appropriate and directed.
- Expected overtime due to event coverage, or client and project needs.
- Other duties and responsibilities as may be assigned.
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You have ideas. We’re listening.
As an Administrative Assistant, you will have the opportunity to optimize efficiency through effective administrative support, including interacting with various departments as a liaison for Loan teams or management.
What you’ll do as an Administrative Assistant:
- Prepare and present data as needed to various levels of staff, including senior and C-level management.
- Prepare memos, letters, and other documents and reports for internal and external distribution.
- Coordinate and facilitate meetings, including gathering and preparing agendas and other materials, arranging communications logistics as necessary (remote or otherwise), and taking minutes.
- Handle incoming phone calls, internal and external, as well as all other forms of incoming and outgoing correspondence.
- Schedule appointments and maintain a calendar for the manager, including making travel and hotel arrangements.
- Handle copying, filing and organizing, and distribution of various reports and documents.
- Submit expense reports, sponsorship requests and check requisitions.
- Create and maintain client and prospect address lists for marketing mailings and various other mailers.
- Make catering arrangements for team and vendor meetings as requested.
- Order office and marketing supplies and create marketing packages.
- Engage directly with all levels of external clients and prospects as well as internal team members, including senior executives.
- Lead and manage special projects as they arise on behalf of the manager.
- Act as a liaison for the Loan team and Relationship Managers in the absence of the manager.
- Navigate the organizational infrastructure to solve problems.
- Provide input and suggestions for process improvements.
- Assist with the recruiting and integration of new hires.
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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 do as a Communications Specialist:
- Write, proofread and edit a wide variety of communications, including strategic messaging, articles, marketing collateral, thought leadership, presentations, 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
- Discover opportunities for new communications and campaigns by staying connected to various First Republic communities and participating in meetings, events, etc. to help spread awareness and information across the company
- Support preparation for and execution of internal events
- Support delivery and communications for company-wide and targeted internal distributions
- Review and evaluate executive speaking opportunities
- Measure and track the results of communications
- Direct external agency partners and other vendors on projects, timelines, budgets and deliverablesBuild strong relationships with business unit partners and cross functional SMEs to brainstorm, plan and accomplish deliverables efficiently
- Build strong relationships with business unit partners and cross functional SMEs to brainstorm, plan and accomplish deliverables efficiently
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We are looking for a highly motivated professional to join our Los Angeles-based Altair team as a Senior Associate, Alternative Investments, Tax & Accounting with a strong working knowledge of GAAP accounting. The role will focus on activities surrounding the core operations of our alternative investment business and fund processing.
What you'll do as a Senior Associate, Alternative Investments, Tax & Accounting:
- Assist with reviewing fund NAV packages as required each month/quarter to ensure client reporting is efficiently & accurately completed.
- Assist with the preparation and review of private fund financial statements.
- Provide support with fund capital activity processes (capital calls, distributions, subscriptions, redemptions, etc.) and miscellaneous administrative tasks.
- Work closely with third-party fund administrators and tax firms to oversee and monitor their operations. Coordinate with Federal & SALT tax teams of third party vendors to timely determine & remit applicable tax payments on behalf of Altair funds & investors.
- Assist in the Treasury and Invoicing functions of the Funds.
- Work with Altair operations & research teams to address ad-hoc client questions related to the funds' tax & accounting functions. Liaise between client servicing teams, fund administrators, and tax firms, with any questions or issues that may arise.
- Draft correspondence to tax authorities to resolve state & federal tax notices. Organize responses & coordinate with external tax firms to process state & local tax notices.
- Assist team Tax Specialist with communications to underlying fund managers to assess SALT payment & filing implications for Altair funds as needed.
- Assist with the review of private fund tax reporting documents, including Schedule K-1s, PFIC statements, accompanying footnote disclosures, federal & state tax returns, federal tax estimates, and withholding forms for Altair funds and investors.
- Coordinate with Altair team on various projects, including: Tax Estimates (consolidated & individual reporting), Composite Elections, Schedule K-1 reporting, calculating & remitting tax payments, Tax Return filings, reconciling fund tax filings with corresponding investor accounts, etc.
- 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.
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See service from a higher perspective.
As a Client Service Specialist, you’ll assist Relationship Managers and Loan Specialists with a variety of day-to-day analytical and customer service activities. In this position, you’ll have the opportunity to act as a liaison between Relationship Managers, Private Banking Officers, Portfolio Managers, and lending team members and clients.
What you’ll do as a Client Service Specialist:
- Support the loan process by issuing preapproval letters, preparing client files, gathering loan documentation, sending loan applications to clients, and assisting with loan processing and some general loan analysis.
- Provide excellent customer service as you follow up with delinquent clients, mail out loan applications and respond to incoming calls.
- Assist with special marketing projects by coordinating the distribution of marketing mailers, contacting customers to explain new marketing campaigns and preparing rate sheets for broker open houses.
- Support RM with construction draw follow up.
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The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.
What you'll be doing as a PBO Preferred Banker:
- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
Branch Support
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
Compliance
- 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
What skills you will use:
- College degree preferred
- Previous banking or retail service experience with a strong emphasis on sales, customer service, new accounts, and computer skills
- Existing client portfolio desired
Job Demands
- Vision must be sufficient to read data reports, manuals and computer screens
- Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person
- Speech must be coherent and articulate to clearly convey and exchange information
- Position involves sitting most of the time, but may involve walking or standing for brief periods of time
- Must be able to travel in a limited capacity
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See service from a higher perspective.
As a Client Service Specialist, you’ll assist Relationship Managers and Loan Specialists with a variety of day-to-day analytical and customer service activities. In this position, you’ll have the opportunity to act as a liaison between Relationship Managers, Private Banking Officers and lending team members and clients.
What you’ll do as a Client Service Specialist:
- Support the loan process by issuing preapproval letters, preparing client files, gathering loan documentation, sending loan applications to clients, and assisting with loan processing and some general loan analysis.
- Provide excellent customer service as you follow up with delinquent clients, mail out loan applications and respond to incoming calls.
- Assist with special marketing projects by coordinating the distribution of marketing mailers, contacting customers to explain new marketing campaigns and preparing rate sheets for broker open houses.
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Common goals, uncommon potential
As a 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 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.
- Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.
- Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction-processing follow-up.
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See service from a higher perspective.
As a Senior Loan Analyst, you will have the opportunity to process and underwrite single-family residential mortgage loans while providing an exceptional client experience. You will analyze complex tax returns and financials and assist in completing the loan process from start to finish. After you’ve developed a strong comfort level with the residential loan process, you’ll have the opportunity to learn apartment and commercial property loan analysis and processing.
What you’ll do as a Senior Loan Analyst:
- Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level.
- Analyze and process 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.
- Underwrite the income sources, collateral and credit quality of residential loan applications. This includes analysis of personal and business income tax returns, tax schedules and financial statements.
- 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.
- Complete Know Your Client regulatory data for all loan types.
- Follow the lending guidelines from the Federal National Mortgage Association and nonconforming secondary market investors, along with other industry regulations.
- Prepare prequalification and/or commitment letters for loan officer review.
- Learn the Bank’s loan pricing matrix and become comfortable engaging with clients to confirm and discuss our loan programs.
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Reporting to the Head of CPI, this role will be responsible for overseeing the assessment and prioritization of the opportunities identified, managing the execution of all improvement initiatives, introducing and implementing new technology to support the evolving needs of the organization, owning all aspects of reporting and communication for each of the initiatives and the overall program, and promoting colleague engagement through raising awareness and relationship building activities.
In partnership with colleagues across the Bank, this individual will help identify opportunities for enhancement as well as feasible operational solutions that strongly align with and further the organizations’ culture and client-centric model. The role will be responsible for working together with the broader CPI Team to understand requirements and define solution design in close cooperation with stakeholders. This role will also ensure solutions meet business and technical requirements, are maintainable and scalable and meet stated performance benchmarks – in terms of client service, banker and stakeholder expectations, risk management and operational efficiency.
This individual will co-manage a team of Program Directors that are subject matter experts, technologists, and business analysts who share the objective of enhancing the day-to-day activities of their colleagues across the Bank. The position requires thoughtful and capable leadership focused on being a steward of the CPI culture at the Bank, advising the business with strategic and impactful solutions, and ongoing communications on change management to the enterprise. This role will also focus on maintaining high team morale, reinforcing clarity of mission, strategy and approach, and understanding, shaping and meeting career goals/objectives of team members.
This is a perfect opportunity to make a tremendous difference in a dynamic, fast-paced, growing organization that is committed to leveraging technology and workflow solutions across the enterprise in order to continue to deliver extraordinary service to our clients and to each other.
What you’ll do as an Vice President, CPI:
- EXECUTE on improvement initiatives – own all aspects of the framework:
- Identify and prioritize opportunities through business line collaboration and a crowd-sourcing platform to gather ideas from across the organization
- Work collaboratively to design solutions that enhance client and banker experience, are in line with the organizations’ cultural and client-centric objectives, are scalable, and enhance operational efficiency while managing risk
- Run the communication and socialization of the enhancements – at the initiative level as well as at the program level
- Develop and deploy reporting to demonstrate success of the improvements – e.g. hours saved, SLA enhancements, adoption rates, feedback surveys etc.
- Act as a senior advisor to provide added value collaboration with the business and executive leaders to ensure that initiatives prioritized and solutions identified are in line with the overall objective and planned strategy of the organization
- Explore and implement new technologies within the Bank with a focus on operational efficiency – in partnership with the technology teams and the business. If feasible – build a team/center of excellence to propagate the technology thoughtfully across the organization
- Drive engagement of CPI across the Bank by supporting business partners who are fostering their own initiatives or hubs of improvement and encouraging business partners’ collaboration with ongoing improvement initiatives to further enhance the organization’s culture of innovation.
- Perform duties & responsibilities specific to department functions & activities.
- Perform other duties & responsibilities as required or assigned by supervisor.
Responsibilities include the following: 1) adhering or 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.
