First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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What you’ll do as a Senior Loan Specialist: - Underwrite and process 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. - 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 clients to collect information and documentation necessary to finalize incomplete loan packages - 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 - 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. - Follow the lending guidelines from FannieMae and nonconforming secondary market investors, along with other industry regulations.
Job ID
2020-10613
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Credit Analyst you will support the underwriting needs of Eagle Lending's Home Equity Line of Credit (HELOC) product. Based in San Francisco, this person will be a key member of the HELOC Credit Analyst team and will focus on processing, evaluating and completing financial analysis on home equity line requests. The Credit Analyst will partner closely with the Eagle Lending Account Executive team, as well as First Republic's Executive Loan Closing Committee (ELC) to monitor and maintain the overall credit quality of existing Eagle loan facilities.    What you'll do as a Credit Analyst, HELOC: - Process loan applications and ensure turnaround time requirements are met. - Ensure that all documentation required for the file is obtained and that the file is complete. - Process and communicate adverse action decisions with the sales team and prepare notices and mailings as required. - Assist in monitoring the existing portfolio to ensure quality credit and avert any potential signs of default. - Assist with the loan portfolio by running credit applications and assembling loan files. - Assist in identifying any improvements or changes we can make to the loan process to establish a best practice and make the processes we have in place more efficient. - Additional responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-10606
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Loan Specialist You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10594
City
New York
State
NY
Position Type
Regular Employee (REG)
Loan Specialist You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.  
Job ID
2020-10593
City
New York
State
NY
Position Type
Regular Employee (REG)
The Senior Business Analyst interacts between the business users and the technical organization involved in planning, conducting, and directing the analysis of complex business problems. The Analyst supports multiple lines of businesses on projects building and improving the data infrastructure around loans and deposits. They build technical specifications that ensures the business receives the right data sets for analytics, internal and external reporting.   What you'll be doing as a Senior Business Analyst:   •Performing data analysis and design activities at the strategic, operational, and organizational level in an enterprise data warehouse. • Collaborating with management to ensure timely and successful issue resolution • Providing new capabilities and driving value from existing capabilities • Coordinating the efforts of internal and external technical and nontechnical staff, and of key users in the support of existing data • Works with the business to come up with technical solutions for data projects • Define and document business and functional requirements • Develop reporting and BI proto-types with the goal of industrialization in a controlled environment • Engage and direct business partners and subject matter experts to identify priorities, scope, and requirements for complex business problems • Manage and perform complex business and systems analysis • Provide technical assistance in identifying, evaluating, and developing systems and procedures that are cost effective and meet business requirements. • Engage technical development team members to transition requirements to design, and to determine appropriate design approach • Plan and execute system testing and user acceptance testing • Serve as a subject matter expert and visionary for the business community and technical teams • Project planning and management of business team deliverables • Attends meetings as required. • Supporting production reporting systems. • Perform other duties when assigned. • 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.) • Adhering to Bank policies and procedures
Job ID
2020-10589
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
We are searching for an underwriter to assist in responding to loan sales’ credit/underwriting conditions. Due to the loan interest rate environment, the FNMA volume has increased tremendously and has been averaging 60 to 70 loans in the pipeline on a daily basis. We have 479 loans currently committed to FNMA (as of yesterday) for a total of roughly $195MM. The consultant would help with the daily underwriting workload to maintain a reasonable service level agreement with the loan teams, especially since the ISD staff will have some vacation schedules coming in the 3rd & 4th Qtrs. The consultant would also be needed if we should have another “Bulk loan sale” and/or Securitization.   In addition, the individual will help review and audit Fannie Mae and all other investor loan requests to ensure guidelines have been met for salability. Re-underwrite loans as needed. Send Fannie Mae Desktop Underwriter (DU) requests electronically through the Loan Origination System (NetOxygen). Convey findings and conditions to loan teams. Provide support to Relationship Managers and Loan Specialists through the entire loan process, from pre-qualification to final approval review, via a dedicated email address and hotline. Facilitate loan file improvement through identifying errors and addressing them by educating loan teams.   What you’ll do as a FNMA Underwriting Specialist:   - Review, audit, and re-underwrite FNMA and investor loan files to ensure guidelines have been met. - Assist loan teams with questions on Investor guidelines. - Work closely with loan teams (Relationship Managers and Loan Specialists) on entire loan process, including pre-qualification, initial approvals, underwriting and processing. - Convey findings and loan conditions to loan teams. - Review documentation provided by loan teams to satisfy loan conditions. - Assist in due diligence process by reviewing investor conditions/findings and provide any missing documentation and/or respond to any credit deficiencies (income, assets, employment history, etc.). - Reach out to loan teams (Loan Specialist, RM’s and ELC for missing and/or incomplete documentation. - Review documentation provided by the loan teams to ensure data will satisfy loan conditions. - Review/evaluate loan files with income calculation and debt-to-income discrepancies; provide responses to the investors to cure the issues or rebut using alternative documentation if possible. - Work closely with investor counterparts to clear conditions and manage outstanding pipeline assigned to them.
Job ID
2020-10587
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
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.   What you’ll do as a Client Service Specialist: - 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.
Job ID
2020-10586
Category
Customer Service/Support
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Customer Information File Specialist handles simple to moderately complex required new account document review, account association to existing imaged documents, system of record validation/correction, adherence to Customer Identification Program compliance, etc. Primary duties include providing a high level of client service, maintaining high quality work standards, meeting productivity goals, timely review of imaged documents, system verification, and ensuring all regulatory and bank security, policy and procedures are followed. Assist on special projects and implementation of department initiatives as assigned. Provide support to other departments as needed. This is a high-volume, accuracy-oriented environment working under strict time constraints. Requires previous directly-related work experience at entry.   Specific focus at this level will be related to retail deposit consumer and business account documents.  The individual performs recurring routine work and the supervisor frequently and closely monitors the end results achieved; including productivity and accuracy.   What you’ll do as a Customer Information File Specialist: - Primary Duties: Review and update client data, ensuring CIP compliance, and system validation/correction. - Daily tasks include reviewing requests within assigned queues. Documents may be reviewed for compliance against a prescribed criteria defined by internal bank policies, procedures and regulatory requirements. Identifies questionable and/or non-compliant maintenance update requests and initiates communication for correction and follow-up. - Escalate issues requiring management disposition (i.e. recurring document exceptions, etc.) - Meet internal/external service level standards (i.e. Queue processing SLAs, quality/accuracy & productivity goals, etc.) - Complete project and tasks as assigned within allocated time frames and provide timely project updates to management. - Perform duties and responsibilities specific to department functions. - Perform other duties and responsibilities as required or assigned by supervisor.
Job ID
2020-10585
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Business/QA Analyst creates, grows and manages the team maintaining day-to-day operations of CRM/CLM technology, as well as evolving along with the changing needs of the businesses.  Resource will work with core business owners and users across the spectrum of the FRB teams and be the liaison between technology teams (internal and vendor) and business during business hours. Other major duties include managing data reporting and analysis projects, working with audit department and related requests, supporting continued development of the systems support team via support of the Product Owner and their requirements from definition through functional and end to end testing.  The position must have strong analysis, communication and systems integration experience of 6 or more years in supporting applications and project management.   What you’ll do as a Business/QA Analyst: - Collaborate with cross-functional teams and having subject matter expertise in CRM tools and client onboarding workflows is key requirement.  - Responsible for system stability for existing and currently deployed applications within CLM Technology Support environment. - This role requires understanding of Salesforce, nCino, lending, Skience and custodial platforms. - Must have the ability to interact with senior executive leadership and present thought leadership in clear and concise manner.
Job ID
2020-10580
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential  As a Wire Manager, you must be able to motivate staff to achieve personal and corporate goals while promoting, through action, the core values and culture of the bank.   What you will do as a Wire Manager:   Process Management - Manage the workflow of the department to ensure that all transactions are processed accurately and in accordance with internal and external SLA’s, guidance, and expectations. - Address internal and external service complaints and work to not only identify issues, but find ways to resolve them. - Operate in a hands-on capacity with the wire system for wire entry, approval and exception processing. Function extends to supervisory role for reporting, daily wire reconciliation, exception handling, and new customer onboarding. - Maintain positive, open communication with internal and external partners that encourages transparency.  This includes all internal departments and appropriate vendors.  - Ensure the Wire Department adheres to all appropriate rules, regulations, laws, and guidance issued by internal and external established governing agencies. - Ensure internal Policies, Standards, and Procedures are maintained in a way that keeps us in compliance with directives from governing agencies (Internal & External). - Ensure the Wire Department adheres to Policies, Standards, and Procedures as well as approved guidance from Internal Audit and Compliance. - Work closely with appropriate vendors and monitor their performance.  - Escalate production issues appropriately. - Hold vendors accountable for meeting SLA's. - Perform other duties & responsibilities as required or assigned by management.    People Management - Recruit, screen, and hire Wire Room staff as needed. - Provide individual coaching and perform required semiannual and annual performance reviews.  - Encourage personal and professional growth. - Create a succession plan in Wire Ops and develop staff accordingly. - Handle staffing and personnel administration needs for the department.   Strategic Management - Execute on strategies and action plans for the department in support of the overall vision and long term goals of the Bank. - Provide support for projects and system testing - Provide subject matter expertise - Communicate department vision upwards to management and to staff for daily operations.
Job ID
2020-10577
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As the Learning & Development Coordinator, you will help execute on processes, programs, and resources to enable every colleague to develop and grow meaningful careers at First Republic. You will collaborate with internal stakeholders to support learning programs that enhance the knowledge, skills, and engagement of a fast-growing department within the bank.    You will have the opportunity to create content, support large-scale learning initiatives and support the diverse teams which comprise Eagle Lending  A successful team member will have the ability to juggle multiple priorities while remaining positive and flexible. A strong candidate is capable of thriving in a fast-paced and dynamic service-based environment.   What you’ll do as a Learning & Development Coordinator - Provide logistical support to L&D initiatives, including material development, communications, scheduling, logistics, etc. - Coordinate reoccurring employee engagement and culture activities - Collaborate with subject matter experts and cross-functional team members to both create material and execute training sessions to support a culture of learning - Manages vendor operations such as requests for information and proposals, communication, scheduling of courses, purchase orders and payments. - Review and evaluate existing training programs and recommend appropriate changes to improve the learning process - Continually work to find process improvements to maximize the team’s efficiency - Inspire commitment to learning and development by communicating vision, engaging people in continuous learning initiatives, and encouraging a culture of learning
Job ID
2020-10576
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Incredible teams doing exceptional work, every day In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients.   See service from a higher perspective.  As a Client Service Associate, you’ll assist Relationship Managers and Loan Specialists with a variety of day-to-day analytical and customer service activities. You’ll have the opportunity to act as a liaison between Relationship Managers, Private Banking Officers, lending team members and clients.   What you’ll do as a Client Service Associate: - 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 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.
Job ID
2020-10575
City
Jackson
State
WY
Position Type
Regular Employee (REG)
Loan Specialist will be responsible for ensuring that all Residential loans are processed and underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on processing, underwriting, customer care and relationship management.     What you’ll do as a Loan Specialist: - 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. - Utilize and apply FNMA, QM, ATR and investor guidelines to ensure that all loans comply with industry standards & guidelines. - Underwrites all types of income, all product types including ethical and salable residential mortgage loans and consumer loans and evaluate risk while insuring the quality of each loan submitted. - Validates the data entry to the appropriate Loan Origination System and evaluate all applicable documentation as required by job function and conditions loan accordingly. - Reviews, requests and satisfies the following when applicable: subordination of liens, Preliminary Closing Disclosure Fees (issue initial disclosures and request re-disclosures when applicable), credit supplements, HOA documentation, evidence of homeowner’s insurance, verifications (VOE, VOM, VOR, etc.) and clearance of judgments and liens on title and or credit. - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - 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 - Collaborate with Relationship Managers (RMs) and Executive Loan Committee (ELC) to help determine appropriate loan product(s), loan amounts, and optimal structure.  Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Closing Agents, Title, ELC, RM, Closer, Funder, Appraisal Desk, Rate Lock Desk and Investor Support Desk. - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining acceptable quality and client satisfaction results - Cross trains other team members, when applicable. - Partner with the Closing/Funding Department to ensure a timely closing. Work with escrow/closing agents to coordinate closings. - 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. - Responds to post closing review and quality control audits in a timely fashion - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-10574
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.   What you’ll be doing as a Portfolio Quality Analyst: - Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records. - Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”). - Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met. - Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors. - Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel. - Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process. - Assist the Credit Analysts & Business Bankers on ad hoc projects - Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s. - Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed. - Develop the ability to spread business financial statements, personal financial statements and individual tax returns. - Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
Job ID
2020-10569
Category
Banking
City
San Diego
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Banking team member at First Republic, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses, as well as their personal banking and wealth management needs. You will work within a dynamic team environment with Business Bankers and the Business Banking Department in evaluating, underwriting, monitoring and maintaining the overall credit quality of new and existing loan facilities.   What you’ll do as a Credit Analyst: - Underwrite high-quality credit narratives in support of new and existing loans, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. - Research industry trends and risks. - Create, maintain and monitor all loan and credit files at the highest quality, which entails monitoring existing credit facilities for financial and reporting covenant compliance, detecting early warning signs that could lead to a potential default, monitoring underperforming loans and evaluating proper loan risk ratings. - Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Identify cross-sell opportunities. - Lead special projects as needed.
Job ID
2020-10568
City
San Diego
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Loan Specialist: - Underwrite and process 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. - 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 clients to collect information and documentation necessary to finalize incomplete loan packages - 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 - 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. - Follow the lending guidelines from FannieMae and nonconforming secondary market investors, along with other industry regulations.
Job ID
2020-10562
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Data and Reporting Analyst, PWM Technology The Tableau Report Developer works with subject matter experts from the project and business teams to determine: Data requirements for the PWM Reporting platform; develop functional specifications; provide detailed data flow documents. They will also participate in the full development process life-cycle from concept, through testing and implementation. This includes identifying necessary data, reconciling with the new application and the legacy data sources and ensuring a successful implementation of PWM Reporting capability. Specific tasks include: communicating business term definitions; establishing data quality rules; writing and executing data quality checks; researching and analyzing data in support of business functions; process and workflow knowledge; and user acceptance testing.   What you’ll do as a Data & Reporting Analyst: - Design and develop Tableau reports and dashboards that will yield actionable insights that present the answers to business questions. - Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite. - Code and modify SQL/ETL based on dashboard requirements. - Maintain validation of reporting business rules, documentation and distributions to proper stakeholders. - Train and educate co-workers on data visualization tools and best practices. - Participate in design and delivery of curriculum related to rollout of new reports and dashboards to drive adoption and to enhance business decision-making capability.
Job ID
2020-10559
Category
Information Services
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Loan Specialist You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10555
City
Jackson
State
WY
Position Type
Contingent Worker (CON)
Loan Specialist You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10554
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Loan Specialist You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10553
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)

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