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What you’ll do as a Service Desk Support Analyst:
- 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 ACD 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 2010, PCs, Laptops, Peripherals, IP Phones, Network, Internet Browsers, Outlook 2010, Active Directory and Exchange, XP and Win7 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.
- Perform duties and responsibilities specific to department functions and activities including but not limited to: timesheets, special projects, meetings with staff and 1:1’s with supervisors.
- 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.
- Assist with special projects as assigned.
- 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.
Additional Duties and Responsibilities:
- 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 7:00PM PDT weekdays, designated weekend shifts (Saturday and/or Sunday), and on-call when assigned.
- Perform other duties when assigned.
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What you’ll do as a Data Analyst:
- Collaborate with Project Manager, business partners and teammates to jointly identify data needs required to meet project objectives Requirement
- Define and document standard calculation logic and business term definition in partnership with subject matter experts
- Document Data Mapping requirements and Field Level Design documents by capturing the data transformations and business rules and providing the technical Specs as foundation for the subsequent ETL work
- Reconcile source data with data at vendor to support transition to PWM DataHub and integrations to Wealth Applications
- Perform data analysis to understand the source data, its structure and underlying data granularity
- Build process flow diagrams that represent the flow of data between the different business processes and entities
- Manage the end-to-end process for ad hoc data requests: Intake, Prioritization and Delivery
- Build automated data quality check using combination of advanced SQL and Tableau, to ensure that data refreshes meet quality thresholds Requirement
- Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports)
- Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite
- Write SQL code which is used for creating End user Views which in turn enables business stakeholders to retrieve key data /metrics/reports on demand anytime.
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What you’ll do as a Data Analyst:
- Collaborate with Project Manager, business partners and teammates to jointly identify data needs required to meet project objectives Requirement
- Define and document standard calculation logic and business term definition in partnership with subject matter experts
- Document Data Mapping requirements and Field Level Design documents by capturing the data transformations and business rules and providing the technical Specs as foundation for the subsequent ETL work
- Reconcile source data with data at vendor to support transition to PWM DataHub and integrations to Wealth Applications
- Perform data analysis to understand the source data, its structure and underlying data granularity
- Build process flow diagrams that represent the flow of data between the different business processes and entities
- Manage the end-to-end process for ad hoc data requests: Intake, Prioritization and Delivery
- Build automated data quality check using combination of advanced SQL and Tableau, to ensure that data refreshes meet quality thresholds Requirement
- Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports)
- Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite
- Write SQL code which is used for creating End user Views which in turn enables business stakeholders to retrieve key data /metrics/reports on demand anytime.
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What you'll do as a Digital Marketing Manager, Email:
- Ensure that all emails you develop and deploy to clients and prospects are on-brand and deliver the best possible user experience,
- Roll up your sleeves and execute while also seeing the broader team vision, 3. Balance strategic, creative, and analytical thinking to be able to execute on marketing and business unit goals,
- Infuse your knowledge of email best practices including design, deliverability and CAN-SPAM throughout work of the team,
- Work closely and build relationships with business unit Marketing Managers and external email vendors,
- Collaborate with marketing team members on strategy, copywriting, design and user experience,
- Work with Quality Assurance to define test cases and conduct QA testing on email deployments,
- Email will be responsible for elements of our email marketing channel including email production and operations, campaign planning, segmentation, configuration of email series for automation, email execution and QA, reporting and analytics, and optimization.
- Assist with development of our email marketing roadmap and strategies that support our business objectives,
- Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
- Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.P
- 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.
You could be a great fit if you have:
- Minimum 3-5 years of experience in a related role, of Email, Digital Marketing or related experience
- BA/BS degree, Marketing or Business degree preferred; or equivalent work experience
- Basic ability to use HTML/CSS to create and refresh email templates required
- Marketo experience, or other leading email platform or marketing automation experience
- Fast but accurate execution—you can launch complex campaigns, drip programs, and list segmentation, without errors
- Clear, confident and compelling communication (verbal and written skills). Ability to deliver presentations and influence others with confidence and ease
- Highly organized, acute attention to detail
- Must have strong project management skills. Ability to juggle multiple projects, to prioritize, to provide consistent follow through, flexible and able to shift gears and move fast
- Provide extraordinary service to our clients – business units, partners, marketing team members
Job Demands:
- Must be able to review and analyze data reports and manuals; must be computer proficient.
- Must be able to communicate effectively via telephone and in person.
- Must be able to travel as position requires.
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What you'll be doing as a PBO Senior Preferred Banker:
Exhibits in-depth knowledge of all branch operations and banking policies and procedures
- Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience
- Processes customer transactions according to branch policies and procedures
- Files and maintains bank records in compliance with branch policies and procedures
- Prepares and balances daily work, bank deposits, ATM and Night Depository
- Participates in maintenance of the branch office to represent the office in a positive manner
Exhibits in-depth understanding of all banking products and customer needs
- Promotes and introduces new banking products and services to customers
- Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers
- Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition
- Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals
- Actively participate in branch sales promotions
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- Assist customers by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail.
- Make outbound calls to clients to provide resolutions for Online Banking and research requests. Actively identify client needs by cross selling appropriate bank products and services.
- Ability to react and respond to critical demands of the department, prioritizing and performing multiple tasks on a regular basis.
- Displays accuracy and thoroughness, while completing work assignments in a timely manner and within assigned time parameters.
- Adhering to and complying with the applicable, federal and state laws, regulations and guidance.
- Ability to function in a PC windows or MAC environment.
- Excellent verbal and written communication skills.
- Must be willing to submit to an extensive background check and credit history.
- 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.
- 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.
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See service from a higher perspective
As Advanced Planning Associate, you will support First Republic’s Financial Planners who are responsible for the development, design and implementation of comprehensive financial plans as well as other wealth planning deliverables. The Financial Planning group services multiple client segments but the Financial Planning Associate will primarily support the Financial Planners for the $15 million net worth client; on average $50 million net worth client. The position offers an excellent opportunity for an individual seeking to build a career in financial planning. Responsibilities range from supporting our financial planning professionals to acting as the first point of contact for individual clients.
What you’ll do as a Advanced Planning Associate:
- Develop client financial plans
- Compile information, conduct research and assemble all applicable client data necessary to develop a solid, viable, meaningful financial plan; this process often involves direct contact with the client/client delegates or investigative research using available online tools.
- Utilize financial planning software to build financial model based on client data and information compiled.
- Independently analyze data and perform quality control testing to ensure the accuracy and reliability of the analysis developed by the financial planning software.
- Independently review and prepare analysis of client trust documents for review by a Financial Planner.
- Take lead in development, review and completion of financial plans, client documentation, and analysis for Financial Planner approval.
- Develop and maintain strong relationships with clients, accountants and attorneys to ensure data, analysis and plans are accurate and complete.
Secondary responsibilities:
- Ensure engagement letters and welcome packages are sent to clients.
- Manage confidential client information.
- Manage client pipeline and/or engagement from initiation to completion.
- Maintain metrics needed to measure outcomes of the client engagements.
- Main point of contact with private banking, wealth management teams and internal resources regarding client engagements.
- Ensure invoices are effectively handled.
- Lead various special projects related to planning.
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What you’ll do as a Contingent – Python Developer:
- Work on end-to-end (conception, development, maintenance and evolution) implementation of wealth management technology solutions. Includes working as an effective liaison between the front office, business units, operations and other technology groups to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy.
- Drive technical excellence and implementation of best engineering practices.
- Provide design to deliver engaging, innovative, and client-centric wealth management technology solutions.
- Define design techniques and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization.
- Review other developers’ solutions and assure adherence to the highest quality standards.
- Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end.
- Perform prioritized planning and execution of the product development and release schedules while iteratively defining & refining development processes as the team grows.
- Create and maintain an open and transparent environment that values speed and innovation.
- Act as tertiary level support for Technical Support when necessary.
- Responsibilities include: 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.
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What you’ll do as a Senior Quantitative Analyst:
- Independently partner and work with cross-functional teams to identify opportunities and operational enhancements, as well as implement innovative solutions using analytical models to solve business requirements/challenges
- Rapidly develop, execute and implement custom and accessible solutions to fit the sales team’s goals to increase sales performance and drive revenue; this includes conducting hands-on data analysis and validation, and developing predictive models
- Work closely with stakeholders to solve problems quickly and implement something that works “now” while collaborating with team leadership on how to scale solutions for wider adoption
- Use advanced analytics to assess portfolio performance, identify business opportunities, increase sales for individual banking teams, and drive critical business decisions by:
- Brainstorming data mining strategies; extracting and analyzing credit, and retail and investment banking data; building dashboards, alerts and tools; and producing other tools and solutions
- Design, development and deployment of self-service reports, scorecards and dashboards based on analytical data
- Research, explore, and enable new quantitative techniques and technologies in data science
- Drive thought leadership and embrace emerging industry innovation
- Take pride in and own your work
- Create documentation and maintain version control for all deliverables
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What you’ll do as a Senior Credit Analyst:
- Successfully spread and analyze business financial statements and/or tax returns using Moody’s or similar program and have an understanding of cash flow reports, financial ratios, trends, etc.
- Identify recurring and non-recurring sources of cash flow and guarantor’s ability to debt service
- Generate credit package (including memorandum, organizational charts, global cash flow, etc.) for professional loan programs. This includes financial and risk analysis, FRB strategy, purpose of loan, repayment sources, collateral, financial & reporting covenants, and company summary
- Successfully underwrite credits ranging from simple to complex deals
- Review formation documents and understand various entity structures. Review loan documentation for consistency and accuracy of Credit Narratives. This requires working with the Borrower, Commercial Loan Operations, Counsel and in some instances, outside legal counsel
- Communicate directly with principals of firms to obtain necessary information/documentation to successfully create a comprehensive narrative on programs
- 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
- Underwrite credit narratives for new facilities as well as for renewals, modifications, and short-term extensions
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Common goals, uncommon potential
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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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 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.
- 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.
The Associate I, Consumer Services will provide technical support by troubleshooting and problem solving for clients experiencing difficulties using all retail applications available on First Republic’s Website. They are responsible for providing excellent client service to both external and internal clients via phone, e-mail, or onsite.
What you’ll do as an Associate I, Consumer Services:
- Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail.
- Consistently deliver an exceptional client experience on every client contact.
- Make outbound calls to clients to provide resolutions for Online Banking and research requests.
- Effectively multi task on a regular basis.
- Work on a variety of work schedules based on business needs.
- Work over-times as needed.
- Collaborate as part of a team to achieve service goals.
- Adapt to a fluctuating work pace environment.
- Display accuracy and thoroughness, while completing work assignments in a timely manner.
- Adhere to and complying with the applicable, federal and state laws, regulations and guidance.
- Function in a PC windows or MAC environment.
- 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 clients(s) that enters into a relationship with the Bank.
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The Alternative Investment Research Analyst will have the opportunity to be an integral team member in evaluating, analyzing and monitoring private equity, real estate and select hedge fund managers in a dynamic, fast-paced environment.
What you’ll do as a Alternative Investment Research Analyst:
- Create discounted cash flow and M&A models to evaluate manager performance track record and underlying portfolio companies
- Research, review and create private equity and hedge fund investment memos
- Manage and work collaboratively on special projects that may be critical to the Bank
- Conduct industry and fund specific research
- Monitor existing funds
- Maintain due diligence folders and update pipeline of new funds
- Improve and develop policies and procedures
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Trust Officer
The Trust Officer has primary responsibility to ensure that the accounts assigned to that individual are properly administered, and to act as a resource for other members of the team. The officer also will represent FRTC in the community through membership in professional associations and play a role in the development of trust business retention and development.
What you will do as a Trust Officer:
- Carry out all account administrative duties either directly if appropriate or supervise activities conducted by others affecting the account.
- Provide on-going training to administrative assistant and delegate responsibilities as appropriate.
- Maintain knowledge of SunGard operating system, Investment Scorecard, Microsoft Office and other technology to complete responsibilities.
- Identify any issues or problems in an account and promptly bring them to the attention of management.
- Provide continuing input to administrative policy and procedures manual.
- Participate in business development activities.
- Open all new accounts in a timely manner
- Prepare timely annual reviews for all accounts.
- Communicate with account principals, beneficiaries, accountants and other third parties as required. Keep FRTC members informed about account administration or operational issues.
- Participate and contribute to department activities designed to improve the account management process, such as TAC, TSG and the training conducted by FRTC managers.
- Enhance knowledge of trust, tax and related areas by participating in ongoing educational functions, including those offered by FRTC and those available from third parties.
- Interact with other First Republic Bank members to expand their knowledge about FRTC.
- Perform duties & responsibilities specific to department functions & activities
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Performs other duties & responsibilities as required or assigned by supervisor.
- Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
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What you'll do as a 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.
- Cross train other team members, when applicable
- Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
- Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.
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What you’ll do as a Client Relationship Manager:
- Support the loan process:
- Prepare pre-approval letters
- Send out initial loan application and needs list
- Gather loan documentation on the “needs list”, request missing items from clients
- Provide excellent customer service:
- Mail out loan applications
- Respond to incoming communications and direct client inquiries to ensure proper resolution
- Answer general loan servicing questions
- Assist with special marketing projects:
- Coordinate distribution of marketing mailers
- Coordinate client event invitation lists
- Contact customers to explain new marketing campaign
- Coordinate broker opens
- Assist with special projects and events
- Provide administrative support:
- Mail out realtor rate sheets
- Complete expense reports
- Assist with products per client linkage
- Increase RM’s efficiency through tasks specified by RM
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What you’ll do as a Benefits Compliance and Leave Administration Manager:
You will have the opportunity to lead the administration and facilitation of the leave management process for the Bank. You will be responsible for ensuring leave management processes are administered consistently with the Bank's policies and compliantly with local, state and federal regulations, including FMLA, CFRA, ADA, PDL, LOA, STD, LTD.
This position will also be responsible for overseeing the administration of Workers’ Compensation programs and benefit related compliance.
You will be accountable for keeping abreast of all current and future federal and state regulatory requirements and for developing and implementing policies and procedures that ensure the Bank’s compliance requirements are met.
- The Leave of Absence (LOA) and Compliance Manager is responsible for the end-to-end leave of absence program. Including program design and daily administration; with focus on the employee experience, accurate pay, policy and legal compliance and continuous improvement.
- The LOA Manager is ultimately responsible for the processing and tracking of employee leaves of absence to include: coordinating the provision of extended disability leave, and producing disability reports and statistical analysis.
- This position also facilitates the ADA interactive process, coordinating the non-occupational return to work program and reasonable accommodation.
- This position will also be responsible for overseeing the administration of Workers’ Compensation programs and benefit related compliance. Accountable for keeping abreast of all current and future federal and state regulatory requirements and for developing and implementing policies and procedures that ensure the Bank’s compliance requirements are met.
- This role will also be asked to support various benefit department projects as needed.
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Responsibilities
- Build software and data engineering expertise and own data quality for our processes.
- Drive technical excellence and implementation of best software engineering practices.
- Design and delivering large scale, 24-7, mission-critical data pipelines and features using modern cloud and big data architectures.
- Develop Batch and Stream processing services such as Kafka, AWS Kinesis, AWS Glue, Apache Storm and Spark Streaming
- Deliver solutions in any big data and database technologies - Hadoop, EMR, Amazon Redshift, Snowflake, or advanced analytics tools
- Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end.
- Demonstrated experience working in large-scale data environments which included real-time and batch processing requirements.
- Strong understanding of ETL processing with large data stores. Strong data modeling skills (relational, dimensional and flattened). Strong analytical and SQL skills, with attention to detail.
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First Republic Bank’s Securities Loan Account (“SLA”) program is one of the Bank’s fastest growing lending groups and a core product compliment to the Bank’s rapidly growing wealth management business. In order to support the current growth rate, the SLA Team will need an additional resource. This individual will be providing product support with a primary focus on assisting the Securities Loan Account team with various tasks related to loan underwriting, processing and servicing, as well as data analysis and reporting. This individual will have direct and indirect exposure to senior level executives and senior producers within First Republic Private Wealth Management and the overall Bank.
What you will do as a Securities Loan Account Analyst:
- Assist Securities Loan Account Managers with stock-secured loan underwriting, processing and servicing needs, including helping to prepare loan narratives, collateral modeling, preparing proprietary single stock concentration and mutual fund/ETF advance rate analyses, KYC data entry, loan processing, and helping to field general securities loan account inquiries.
- Assist Securities Loan Account Managers with fielding loan referral requests and helping to determine appropriate loan structures. This includes gathering internal and external client financial, legal and other related documentation and information.
- Support various day to day operational responsibilities, including managing the deal flow pipeline, pledging collateral accounts, verifying accuracy of loan documentation and assisting with delivery and receipt of internal and external documentation and information. Daily communication with various departments in the Bank is required (First Republic Securities Company, First Republic Trust Company, First Republic Wealth Management, Executive Loan Committee, Loan Closing, Loan Monitoring).
- Assist the team with processing loan modifications for existing SLA clients by analyzing the modification request, determining the necessary steps and documents for modifying the loan and working with the various internal counterparts to complete the process.
- Work as the point person for mutual fund analysis to ensure all mutual funds are modeled and overrides are implemented into the collateral monitoring system.
- Provide support with operational reporting such as options tracking, Volker rule reporting, and monthly interest payment reporting and other ad hoc reporting.
- Assist the team with creating Commercial Loan Service Requests in FlightPath once loans are approved by ELC, and upload all applicable documents into the Onbase system.
- Assist the team with managing the loan booking process by receiving client executed loan documents and coordinating loan booking with the commercial loan closing department.
- Manage SLA analytics and reporting, which includes taking ownership of existing reports and creatively thinking of new reporting to track core product metrics.
