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Common goals, uncommon potential
The activities and responsibilities associated with the RAD role are multifaceted, and include coordination across the Research team, contributing to projects and activities that deliver a higher service and communication standard to Wealth Managers (WMs), supporting the growth and integration of the Fixed Income offerings within WM books of business, and ensuring that the appropriate monitoring and risk management steps are followed to maintain the strong reputation of both the Bank and its employees.
What you’ll do as a Research Administrative Director
Administration
The responsibilities as the Research Administrative Director includes maintenance of critical policies and procedures to ensure the Research Team leads meet audit, compliance and regulatory requirements as well as ensuring Team Leaders provide accurate and timely response to Audit or regulatory requests for information. In addition, managing the Research subscription and toolkit process as well as coordinating Research team technology requests are part of the role.
Project Management
Managing the execution of critical Research projects that deliver a higher service standard to WMs, increase the efficiency of Research team operations, and raise the quality of the Research team offerings are critical aspects of the role. Project delivery and performance will be assessed based on agreed upon timelines, business demands and contingencies. Critical assessments include project descriptions, plans and timely updates for each project to PWM Executive Management.
Creating a culture of collaboration
Effectively communicating with and being responsive to FRIM’s Research Team and PWM Executive Management is an important objective for this role. The RAD will be expected to drive success in implementing new projects, sharing best practices for the Research team, and ensuring communications with Wealth Managers via the Feedback Forum are delivered. The degree to which Research team responsiveness to and follow up on issues, questions, or other communications from Wealth Managers will be an important determinant of success and will be influenced by the feedback obtained from the Wealth Managers by the PWM CIO.
Governance
Delivery and execution of a strong process is only possible through a robust governance system. The RAD will be responsible for coordinating and delivering a coordinated governance framework for FRIM Research. In partnership with the CIO and accountability partners, the RAD will evaluate and provide feedback on the existing framework and develop a plan to re-align and streamline the existing FRIM governance framework.
Working proactively and effectively with other senior leaders and Executive Private Wealth Management leadership
As a visible coordinator and project leader for FRIM Research, the RAD will need to build relationships with senior business leaders across the PWM organization and with other PWM professionals. The RAD will also be responsible for helping to lead ad hoc CIO-led business efforts that require coordination with the broader PWM organization. These could be efforts to address new regulatory issues, business priorities, or the launch of new product offerings.
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What you'll do as a Business Analyst, Commercial Loan Origination, Servicing:
- Provide Project support by documenting business requirements including:
- Identify business needs; analyze workflows and existing Commercial Credit process/systems vs. future state
- Perform business analysis functions such as:
- Document business requirements
- Create use cases and functional specification,
- Spearhead the effort required to develop those documents, document assumptions, dependencies, issues and risks
- Design, execute and document application testing
- Document results for communication to affected teams/areas
- Represent the team by serving as a key contact for the business unit, technical vendors, and other SMEs on the project team
- Act as Testing Lead:
- Work with the project team to document needed testing for all scope items
- Create test scripts for all process, implementation and systems enhancements
- Work with testers to coordinate reporting of identified issues and document/report re-testing results
- Coordinate testing efforts with UAT/QA team
- Work with vendor to report testing results and coordinate re-testing as needed once new code is put into place
- Partner with team members and vendors to analyze current and proposed processes, workflows and systems.
- Support prioritization of work requests:
- Identify business partner urgent and long-term needs
- Advocate for business partners and workstream during prioritization processes
- Maintain up-to-date priority and planning decisions in department tracking application
- Develop and document operational procedures to support improved products, processes, tool and measurements.
- Assist in the creation of workstream specific project materials such as work plans, status reports, executive presentations, meeting notes etc.
- Develop documentation for users and training purposes.
- Recommend solution options with clear and concise language appropriate for each audience
- Maintain detailed records in the form of meeting notes, project forms/templates, policy and procedure updates, documentation of key decisions and exceptions, all in forms that can be easily accessed and store on project share point site.
- Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor
- Responsibilities include the following: 1)adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2)adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
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An encouraging culture that invests in you.
Senior Technical Recruiters are responsible for end-to-end recruiting activities including the creative development and execution of sourcing strategies and recruiting plans. The Senior 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 Senior 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
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Common goals, uncommon potential
We’re looking for a solid senior-level full-stack engineer with a focus on front-end technologies. In this position, you will work closely with architects, DevOps, QA, business users and other developers to implement features and resolve technical issues related to our product. You will also build and maintain tools and work on strategic projects. The ideal candidate will be able to demonstrate a passion for learning and will be an active participant in the development community.
What you’ll do as a Senior Software Engineer:
- Build and maintain code related to our core product.
- Identify and establish expertise in an area of the codebase that provides value to the team—team members are encouraged to specialize and take ownership.
- Collaborate with team members to arrive at processes and standards that adhere to industry best practices.
- Assist with the support of the application.
- Leverage your experience in helping us improve the product.
You could be a great fit if you have:
- Expertise in JavaScript: e.g. knowledge of ‘generators’, isomorphic JavaScript, SPA architectures.
- Experience with React, Node, Flux / mobx.
- 5+ years of contemporary experience building scale web applications in a managed language—preferably in .NET. Familiarity with ‘Gang of Four’ patterns.
- Experience working with relational databases like SQL Server and knowledge of NoSQL technologies: e.g. Cassandra, Redis, Hadoop, or MongoDB.
- Knowledge of Publisher / Subscriber architectures: NServiceBus or Rebus.
- Experience with mobile web development.
- Familiarity with MSMQ or RabbitMQ.
- Experience with BDD or TDD. Familiarity with Moq, NUnit, Autofac, Mocha, Sinon, etc.
- Experience (and comfort) with Git.
- Developer level operations proficiency. Ability to set up a machine, knowledge of networking, familiarity with load balancers, hypervisors, CDNs, etc.
- Comfortable working in an environment that uses programmable infrastructure—experience with Ruby and / or PowerShell a strong plus.
- Experience with tooling: WinDBG, Perfmon, SysInternals, Fiddler, Chrome Developer Tools, Reflector, JetBrain’s suite, SQL Profiler, etc.
- Experience working with the Atlassian tools: Jenkins, Confluence, BitBucket, etc.
- Practical knowledge and real world experience building secure applications—e.g. 201 CMR 17.00, ISO 27001, etc.
- Ecommerce experience at scale is a big plus. Knowledge of accounting would also be helpful.
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.
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An encouraging culture that invests in you.
The Talent Acquisition Director will establish strong relationships with hiring managers and candidates to build strong networks internally and externally while managing a team of tech recruiters who support the Technology teams across the bank.
What you’ll do as a Director, Talent Acquisition - Technology:
- Collaborate with Recruiters and Hiring Managers to understand position requirements, and advise them on policies, processes, recruiting initiatives and compliance.
- Develop and execute proactive and consultative recruiting strategies in partnership with the VP, Head of Talent Acquisition.
- Manage a req load, conduct interviews, make recommendations to hiring managers and guide the hiring managers through the recruiting process.
- Network and build strong relationships with senior executives 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 session and provide follow up on interviews.
- Ensure team provides a positive candidate experience throughout the recruiting process.
- Responsible for project participation and consulting on a broad scope of initiatives related to Talent Acquisition. This may include and not limited to developing and implementing processes and recruiting initiatives.
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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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What you’ll do as a Senior Loan Specialist:
- Underwrite complex home loans and HELOCs for high net worth borrowers.
- Analyze each loan file, ensuring the Loan Approval Worksheet (LAW form), loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented.
- Review loan files within the company’s paperless system for completeness and proper classification/organization and identify missing documentation or potential problems and generate needs lists for clients, Relationship Managers and Client Services Specialist.
- Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld
- Communicate with Relationship Managers, and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages
- Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements.
- Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk, Investor Support Desk and third party vendors.
- Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings
- Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining good quality and client satisfaction results
- Cross trains other team members, when applicable.
- Perform duties & responsibilities specific to department functions & activities.
- Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level
- Performs other duties & responsibilities as required or assigned by supervisor.
- 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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See service from a higher perspective.
The primary function of the Client Service Specialist is to provide a wide range of sales, service, administrative and relationship management support to assigned Relationship Managers. Acting as the liaison between the clients, Relationship Managers and the Operations team this position requires strong relationship management skills in order to build strong, successful partnerships between all parties. Client Service Specialist will support high producing Originator(s) in the preparation, review and processing of complex loans. This position also involves submitting files, requesting loan conditions, as well as communicating with clients and realtors. Handles customer inquiries, researches, and ensures appropriate and timely resolution while meeting all regulatory compliance and achieving a high level of customer service.
Responsibilities
- Provides support to our Relationship Managers as well as building a relationship with the borrower.
- Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process.
- Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking.
- Directs customers through the loan process, often working with complex loans.
- Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items.
- Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues.
- Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act, Reg B, HMDA, etc.
- Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served.
- Acts as a main point of contact on daily operational questions for processing team.
- Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team.
- Assists with additional duties as assigned.
- Complies with all related Federal, State and Industry laws and regulations pertaining to Banking.
- Experience with many types of client tax returns, understanding W-2, K-1 and various types of cash flow analysis.
- Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and updates based on verified information
- Attend any and all branch/team meetings as requested.
- Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects.
- Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate.
- Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations to company events
- Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail.
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An encouraging culture that invests in you.
The Executive Recruiter will be responsible for executing high profile and executive level 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 and reference checking.
What you’ll do as an Corporate 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 executive search meetings and discussions with C-Suite Executives. 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.
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What you’ll do as a Senior Credit Analyst:
Underwriting and Analysis: Underwrite and author credit narratives in support of new loans for the Aviation and Marine Lending Team along with other sectors, such as professional services and real estate. Experience in these industries is preferred, but not required. This responsibility requires the following skills: (i) spreading personal financial statements and tax returns for individual guarantors, developing guarantor global cash flow analysis and evaluating a guarantor’s ability to service debt; (ii) performing collateral analysis (iii) understanding cash flow from operations, which includes identifying recurring and non-recurring sources of cash flow (iv) spreading business financial statements and tax returns using Moody’s software, for non-aviation and marine clients where applicable; (v) analyzing multi-year trends and developing ratios from financial information for non-aviation and marine clients where applicable,; (vi) researching industry trends and risks for non-aviation and marine clients where applicable; (vii) reviewing the collateral values for aircraft with the aircraft appraiser and by reviewing AMSTAT, Vref, and Aircraft Blue Book and by working with the marine surveyors (viii) running credit reports on individual guarantors; ((ix) obtaining the Lexis Nexis and Bridger insight reports; entering data in the KYC/Flight Path system; and working with the EDD team to resolve issues related to uniquely structure transactions; and (x) assisting the sales team members in presenting to Executive Loan Committee for loan approvals; and (xi) ensure that all items have been uploaded to Onbase
Loan Closing: Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the clients and their counsel to document and close loans thoroughly and swiftly. This process includes: (i) reviewing formation documents to determine the corporate organizational structure and who is authorized to sign on behalf of the client; (ii) obtaining FAA and International Registry searches with the help of outside counsel on aviation transactions; (iii) obtaining registry searches through the US Coast Guard and foreign registries with the help of outside counsel; (iii) obtain UCC searches (iv) with the help of outside counsel, ensure the lien releases will be held in escrow; (iv) work with FAA Title and Escrow to ensure that new aircraft purchases are coordinated with all parties involved – buyer, seller, brokers, their counsel, and the aircraft management team - due to the tight time frames (v) request loan documents from outside counsel and review with the help of the Loan Administrator for consistency with all credit approvals; (vi) prepare SuperTrump amortization schedule and forward to counsel and the client (vii) resolve all prefunding requirements to close as detailed in the narrative addendum (such as obtaining insurance, consistency letters; lien releases to be held in escrow; confirming wire information; and funding of new DDA accounts, etc.); (viii) ensure that signature pages are obtained by client and FRB and forwarded to the appropriate counsel (ix) follow on post-closing items (such as assignment of aircraft management contracts; opinions of counsel; leases; mortgages; and aircraft maintenance contracts) by working with the respective third parties’ contracts departments and the client and upload entire assignment and contract to Onbase upon receipt (x) ensuring loan terms have been detailed accurately on the Bank’s loan system, post-closing; (xi) work with Payoff to obtain any payoffs and ensure that liens are released and forwarded to the client; (xii) ensure that all items have been uploaded to Onbase; and (xiii) forward copies of executed documents to the clients and their counsel
Portfolio Management: Create, maintain, and monitor all loan and credit files at the highest quality. With the oversight of the Senior Industry Analyst, this process involves: (i) updating the master loan spreadsheet as transactions close for the client contact; timing of appraisals and reappraisal rights/excess use, registration expiration, insurance, and annual term loan reviews as transactions are closed or paid off in full; (ii) monitoring existing credit facilities for financial and reporting covenant compliance on a weekly basis; (iii) reviewing the covenant compliance log to ensure updated financial information and covenant compliance and communicating with clients to receive required reporting information on a monthly basis at a minimum; (iv) collecting the insurance policies for all collateral prior to their expiration (vi) obtaining the Asset Data Collection Sheets and forwarding to the Aircraft Appraiser so that he may prepare the annual appraisals on the collateral (vii) detecting early warning signs that could lead to a potential default and work with the Business Banker and the Executive Loan Committee when defaults /similar issues are found (vii) monitoring underperforming loans; (ix) evaluating proper loan risk ratings by preparing the annual term loan reviews; and (x) corresponding with the Managing Director, Executive Loan Committee, Loan Monitoring Group, Legal, and Credit Administration on waivers, amendments, renewals, reviews and modifications; and (xi) ensure that all items have been uploaded to Onbase
Client Service: Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service. This process includes: (i) receiving and funding loan advances and payments; (ii) collecting loan and legal fees; (iii) calling on delinquencies; (iv) assisting clients with various loan and deposit related inquiries; (v) remedying or submitting client requests to the proper departments and following up to ensure timely execution; and (vi) identifying cross-sell opportunities.
- Work with the Sales team and Senior Industry Analyst on industry projects, such as updating the Collateral Values spreadsheet for the entire aircraft portfolio using Aircraft Bluebook, Vref and AMSTAT
- Be or become proficient in Microsoft Office, Bisys, AFS Level III, and Moody’s.
- Perform duties and responsibilities specific to department functions and activities.
- Performs other duties and responsibilities as required or assigned by supervisor.
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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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What you’ll do as an HR Business Partner:
Leadership:
- Act as a member of First Republic’s HRBP Leadership Team (HRBPLT) and exemplify our HRBP Model, ways of working, and have a deep understanding of our overarching people and culture strategies, objectives and offerings
Act as a member of the assigned business unit’s Leadership Team; having a key “seat at the table,” contributing to business strategy and plans, and coaching and guiding on the strategic direction of people and culture
Where applicable, attract, engage, develop and retain your direct reports; including providing expert guidance and coaching to enable them to best meet their client group needs and excel as an HRBP
People and Culture Strategy:
- Develop and maintain in-depth understanding of the assigned business unit’s annual and long-range business strategies, plans, objectives, and people and culture needs
- Act as a people and culture champion and change agent
- Develop and cultivate relationships and synergies across our HR Centers of Excellence to design, develop, implement, communicate and execute core FRB and customized business unit people and culture strategies and programs
- Communicate needs proactively with our HR Centers of Excellence and business leaders and ensure that leaders and teams in your client groups are aware of our HR strategies and plans early to contribute to the direction of these
- Play a lead role in helping your client groups assimilate, implement and execute key people and culture strategies, practices and programs; including ensuring that appropriate people, communication, education and change management are in place to support people and culture strategy and program delivery
Strategic Business Partnering:
- Continually provide our HR Centers of Excellence with feedback and guidance; provide strategic HR partnering and coordination, and appropriate use of HR operational resources, such as Employee Relations, Benefits, Payroll and HR Administration
- Act as a trusted adviser, coach and consultant to leaders and management in your client groups to improve their leadership capability, team effectiveness, strategic insights and business performance
- Leverage analytics to help your business unit(s) grow, engage, develop and retain talent
- Identify and inform HR Technology & Operations of recurring and/or ad hoc business unit needs for HR analytics, reporting, technology or other HR operational requirements
- With your manager and other HRBP colleagues, determine and deliver a routine and reliable cadence of HR analytics and insights that help your business unit(s) stay ahead of internal/external people and culture trends and dynamics
- Build and cultivate internal and external relationships to bring value-added insights and services to business leaders, teams and First Republic overall
Talent, Engagement and Inclusion:
- Lead workforce planning for your assigned business unit(s) to create a robust, specific and scalable approach to growing our people and our business
- Work closely with Talent Acquisition & Development, Total Rewards and business leaders to advocate the Talent agenda; help First Republic remain at a competitive edge; build and promote knowledge and networks of talent across your business unit(s) and more broadly
- Lead or co-lead Talent Management and Succession Planning in your business unit(s); help us ensure a strong pipeline of talent and to address any talent gaps in a timely manner
- Proactively partner with your manager, other HRBP colleagues, and our HR Centers of Excellence to identify, define and lead initiatives that reinforce and strengthen our values and culture, and our ability to attract, engage, develop and retain diverse top talent
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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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- Defines, leads, and manages all aspects of the project, scope, budget, financial forecasting, scheduling, resources, and quality control of work products following company’s PMO standards and governance guidelines and project management best practices.
- Develops and achieves consensus on as and to be states.
- Organize, develops content and leads working sessions with various business and technical resources. Ensures sessions and subsequent work products are incorporated into overall project process and delivery.
- Develops and implements templates and standards for project deliverables and work products.
- Documents meeting minutes and decisions, and tracks and manages project issues.
- Creates and presents status reports and executive dashboards on project progress and issues.
- Facilitates impact analyses of current/future technologies on the business unit.
- May contribute and/or lead vendor relationship management for project-related vendors; supports enterprise vendor management standards and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors.
- Supports management in data gathering for regulatory and third party reviews.
- Monitors project and/or program execution and escalates project issues as necessary.
- Maintains project and/or program website and database, and issue and risk tracking logs.
- Maintains a flexible work schedule
- Perform other duties when assigned
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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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Be Part of the Important Role Compliance Plays in the Bank!
The Compliance Department at First Republic Bank is responsible for providing regulatory guidance to the business units of the Bank and for evaluating, tracking and reporting on compliance with the applicable regulations. The Compliance Department aims to provide superior risk-based compliance and process management service throughout the Company in a fast-paced and dynamic environment. The Senior Lending Compliance Manager possesses strong knowledge of the consumer lending regulations and serves as a subject matter expert to the business lines.
What you’ll do as a Senior Lending Compliance Manager:
- Assist the Director of Lending Compliance in the day-to-day oversight and administration of the Bank’s compliance management system (“CMS”) for lending operations, consistent with the First Republic compliance culture and the fluidity and growth of First Republic Bank.
- Ensure compliance by developing and maintaining expert, up-to-date knowledge of lending regulatory changes and amended laws in all aspects of consumer and business lending, including but not limited to loan origination and loan servicing operations.
- Act as a knowledge resource for compliance-related matters and serve as a subject matter expert who is able to interpret, research and/or provide technical support to stakeholders in Bank business lines with regard to new and existing lending regulations and their impact on existing policy and business practices. Applicable regulations include, but are not limited to the following:
- Flood Disaster Protection Act
- Home Mortgage Disclosure Act
- Equal Credit Opportunity Act
- Real Estate Settlement Procedures Act
- Truth in Lending Act.
- Develop excellent relationships and actively partner with business line stakeholders to provide consistent guidance and timely communication and to develop creative solutions and/or process improvements to ensure that new and existing loan products and programs comply with Bank policies and procedures and with applicable laws and regulations.
- Participate in the development of department policies and/or procedures, as well as in the creation of tools, guides and other resource materials for the first line of defense.
- Provide compliance input and support for all new products, delivery channels, and markets as well as for changes to proprietary systems, technologies and/or processes. Actively participate projects for and in internal testing of changes to the same.
- Partner with the Bank’s Director of Learning and Development to assist in the development and delivery of bank-wide lending-related training, as needed.
- Work with the Testing Team to validate testing review findings and propose creative and pragmatic solutions for risk and control problems. Have the ability to execute the required actions in an effective manner.
- Assist the first line in identifying and implementing remedial actions for identified findings and issues.
- Review lending-related marketing collateral to assure all regulatory requirements are met prior to publication.
- Participate as the Compliance representative in lending-related initiatives and special projects, as assigned.
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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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What you'll do as a Credit Analyst - Validations:
- New commercial loans, renewals and modifications are reviewed to confirm the key aspects of approval conform with the loan documents and AFS Level 3, including:
- Correct loan risk grade
- Appropriate approvals were obtained
- Covenants and ticklers entered into LoanVantage to match documents
- Observations noted of any discrepancies or issues
- Annual term loan review ticklers set up if applicable
- Policy exceptions are entered into LoanVantage
- Identify any key documentation that is missing or defective
- Apprise senior management of substantive non-compliance issues and adverse trends.
- Perform other duties & responsibilities as required or assigned by manager.
- Identify areas for increased efficiencies in processes and higher quality internal service, and make recommendations accordingly.
- 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.
- Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
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Vice President, Controller will serve as a partner to First Republic Bank’s Chief Accounting Officer, Chief Financial Officer, and senior management team and must be able to provide solid business counsel to the Company on all accounting matters. The Controller will provide leadership and strategic direction to the accounting organization in both day-to-day activities and in all transformational efforts. The Controller will have responsibility for various aspects of the Company’s accounting function including financial close, quality and integrity of the general ledger and compliance with GAAP, maintaining the accounting structure, procedures and controls, and preparation of monthly, quarterly and year-end financial reports. The individual will thrive in a deadline-oriented environment and will work with the team of over 60 employees.
What you'll do as a Vice President, Controller:
- Provide leadership, strategic direction and oversight to the Accounting organization.
- Provide oversight of accounting operations, including monthly and quarterly close processes.
- Ensure timeliness, accuracy, and usefulness of reporting; oversee the preparation and communication of monthly, quarterly and year-end financial reports.
- Participate in development and implementation of accounting strategies and activities
- Participate in and provide the oversight of the accounting policy and practice design, resolution of complex accounting issues, and ensuring compliance with GAAP.
- Ensure maintenance of effective internal controls and appropriate accounting procedures, including evaluation of processes and controls for compliance with SOX requirements.
- Play a key role in transformation efforts in the accounting organization, directing change initiatives, operational effectiveness and process improvements.
- Play a leading role in the company-wide projects that impact the Accounting, including system implementations.
- Ensure legal and regulatory compliance regarding all accounting functions.
- Partner with the Finance group in planning and forecasting, performance reporting standards and governance, decision support, and business process leadership.
- Key liaison with external auditors during the audits and quarterly reviews, the regulators for their examinations of the accounting related areas, as well as internal auditors.
- Participate as appropriate in strategic initiatives of the company involving accounting matters.
- Support special projects.
- Lead, manage, and develop a strong, performance-oriented accounting organization, capable of actively and effectively engaging and growing with the business.
