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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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. - Ability to effectively to multi task on a regular basis. - Ability to work a variety of work schedules based on business needs. - Ability to work over-times as needed. - Work collaboratively as part of a team to achieve service goals. - Ability to adapt to a fluctuating work pace environment. - Displays accuracy and thoroughness, while completing work assignments in a timely manner. - Adhering to and complying with the applicable, federal and state laws, regulations and guidance. - Ability to function in a PC windows or MAC environment. - Must be willing to submit to an extensive background check and credit history. Perform duties and responsibilities specific to department functions and activities. - Performs 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 clients(s) that enters into a relationship with the Bank. - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2020-10381
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
What you’ll do as a Loan Data Risk Analyst: - Produce detailed and summary reports on Special Asset loans.  Identify trends and make recommendations on a regular basis. - Maintain data quality on risk rating, non-accrual, TDR status and other related data elements so they are accurate and complete in the system of record. - Assist in the preparation and follow-up of data needs for the Quarterly Special Asset Committee meetings.  Compare and analyze population changes over time. - Maintain the Work Out Report database by adding new loans or fields, and by updating the data on a bi-weekly basis.  Also responsible for generating reports for distribution. - Research and compile historical charge-off loan data points to feed the Historical Loss data set. - Improve and automate processes as needed for efficiency. - Performs other duties & responsibilities as required or assigned by the Senior Loan Data Risk Analyst. - Perform duties & responsibilities specific to department functions & activities. - Adhere 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.). - Adhere to Bank policies and procedures. - Complete required training. - Escalate potential suspicious activity to management and / or the appropriate party such as BSA/AML Officer, Enterprise Risk Liaison, etc.
Job ID
2020-10387
Category
Credit Administration and Approval
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Business Banking Credit Analyst: - Underwriting and Analysis: Underwrite high-quality credit narratives in support of new and existing loans for Private Equity and Venture Capital firms, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Loan Closing: Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the Client to document and close loans thoroughly and swiftly.  - Portfolio Management: Create, maintain and monitor all loan and credit files at the highest quality and in accordance to the Bank’s credit standards, 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. - Client Service: Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Market Knowledge: Research Private Equity and Venture Capital industry trends and risks. - Innovation: Lead special projects as needed.
Job ID
2020-10390
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, Uncommon potential Responsible for ensuring that all SFR and CRE lines/loans are set up in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on customer care and loan team support.   What you’ll do as a Junior Loan Specialist: - Review new loan submissions for completeness and accuracy, identify missing or incorrect information. - Input loan data into processing system, order all third party requirements, flood, appraisal, credit reports and fees. - Complete KYC Flightpath compliance for all loan types - Issue initial Loan Estimates - Cross train other team members, when applicable - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with 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
2020-10393
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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 contingent 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
2020-10397
Category
Lending
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Under the general direction of the PWM Program Director, the Senior Project Manager role manages Corporate Projects realm of Private Wealth Management. The individual is extremely adaptable and has the ability to manage multiple highly complex projects. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.   Line of Business-Specific Requirements: Candidates for this role should have experience working within an investments/wealth organization and display an understanding and appreciation for the complexities therein. Background supporting data-centric programs, digital platform and/or Salesforce is desired. 6+ years as a project manager is essential for this role. Candidates with less experience will not be considered.   Project reporting, governance and transparency is also essential and must be demonstrated through previous projects and success. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role.   What you’ll do as a Contingent Project Manager: - Will be required to work with our business and technology partners to identify and manage all PWM impacts with respect to the implementation of the Core Program IBS.  - Will oversee the project to ensure all touchpoints are identified, scoped with PWM business teams, coordinated with the Core team and in place to meet Core IBS deployment. - Will be required to drive developing business requirements, process flows, use cases, test plans and other workstream related activities and artifacts. - Leads and manages all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling. - Facilitates impact analyses of current/existing technologies. - Keeps project governance up to date and reports on projects as per PWM PMO standards and contributes to their incremental improvement. - Monitors project and/or program execution and escalates project risks and issues early. - Facilitates adoption of business process changes and leads project team and stakeholders through effective change management - Develops detailed training, communication and rollout plans and manages business process changes - Leads integration of multiple upstream and downstream data interfaces - Manages time bound regulatory compliance projects impacting critical business functions - Supports management in data gathering for regulatory and third party reviews. - Maintains a flexible work schedule.
Job ID
2020-10398
Category
Project Management Office
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential As the Training and Development Specialist, you will facilitate training for service and operational teams within Deposit Services. You will work in a team to produce and facilitate new hire curriculum, technical systems training and development programs as needed, and will be responsible for devising, monitoring and reviewing individual and classroom learning plans and producing training materials for in-house sessions. You will be able to demonstrate an understanding of e-learning techniques, and where relevant, be involved in the creation and/or delivery of e-learning modules.   What you’ll do as a Training and Development Specialist: - Facilitate classroom-style training on critical client service, processing, soft skills and system enhancement topics. - Develop and maintain current training materials, including guides, activities, self-study modules, databases and reports. - Observe in-class performance and manage post-training certification for all participants; review trainee knowledge to determine readiness and/or whether additional training is needed. - Monitor participants' knowledge before and after training and provide additional coaching and feedback to management. - Work closely with management to address any identified opportunities for improvement. - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank.
Job ID
2020-10399
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Commercial Appraisal Reviewer: - Perform detailed technical and compliance reviews on commercial real estate appraisals. - Ensure that valuations are reasonably supported, credible and compliant with federal and state regulations; the Uniform Standards of Professional Appraisal Practice; the Financial Institutions Reform, Recovery, and Enforcement Act of 1989; bank policies and guidelines; and industry standards. - Communicate with appraisers regarding any report corrections and/or revisions. - Evaluate the quality of appraisers’ work and provide feedback for the maintenance of the Bank’s appraisal panel. - Engage in regular communications and serve as an advisor to Relationship Managers and the Executive Loan Committee on appraisal topics in the Bank’s core markets. - Provide support to all areas of real estate lending as needed, demonstrating superior client service to appraisers and employees. - Attend ongoing training on real estate appraisal and real estate appraisal reviews.
Job ID
2020-10401
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll do as a contingent Appraisal Specialist:  - Residential Appraisal Assignment and Vendor Management: entering and updating appraiser information in the Department’s production management system and appraiser database; processing appraisal order requests from the Loan Teams; obtaining bids for services from appraisers; selecting and placing orders with appraisers; communicating assignment conditions to appraisers; tracking appraisal delivery and working with appraisers and Loan Teams to answer questions, provide updates and ensure timely delivery. - Residential Construction Appraisal Assignment and Vendor Management: entering and updating appraiser information in the Department’s production management system and appraiser database; processing appraisal order requests from the Loan Teams; obtaining bids for services from appraisers; selecting and placing orders with appraisers; communicating assignment conditions to appraisers; tracking appraisal delivery and working with appraisers and Loan Teams to answer questions, provide updates and ensure timely delivery. - Commercial Appraisal Assignment and Vendor Management: entering and updating appraiser information in the Department’s production management system and appraiser database; processing appraisal order requests from the Loan Teams; obtaining bids for services from appraisers; selecting and placing orders with appraisers; communicating assignment conditions to appraisers; tracking appraisal delivery and working with appraisers and Loan Teams to answer questions, provide updates and ensure timely delivery. - Residential Appraisal and Evaluation Quality Control: examining appraisal reports and evaluations for compliance with the Uniform Standards of Professional Appraisal Practice, the Interagency Appraisal and Evaluation Guidelines, and First Republic Bank requirements; communicating with appraisers to resolve report deficiencies; work with appraisers and Loan Teams to answer questions, provide updates and ensure timely delivery. - Commercial Appraisal and Evaluation Quality Control: examining appraisal reports and evaluations for compliance with the Uniform Standards of Professional Appraisal Practice, the Interagency Appraisal and Evaluation Guidelines, and First Republic Bank requirements; communicating with appraisers to resolve report deficiencies; work with appraisers and Loan Teams to answer questions, provide updates and ensure timely delivery. - Additional Duties and Responsibilities: processing the receipt of appraisals and invoices; performing duties & responsibilities specific to department functions & activities and as assigned by Department heads; adhering to and complying with 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,; completing required training; identifying and reporting suspicious activity to the AML Officer.
Job ID
2020-10402
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
What you'll do as a contingent Appraisal Specialist:  - Residential Appraisal Assignment and Vendor Management: entering and updating appraiser information in the Department’s production management system and appraiser database; processing appraisal order requests from the Loan Teams; obtaining bids for services from appraisers; selecting and placing orders with appraisers; communicating assignment conditions to appraisers; tracking appraisal delivery and working with appraisers and Loan Teams to answer questions, provide updates and ensure timely delivery. - Residential Construction Appraisal Assignment and Vendor Management: entering and updating appraiser information in the Department’s production management system and appraiser database; processing appraisal order requests from the Loan Teams; obtaining bids for services from appraisers; selecting and placing orders with appraisers; communicating assignment conditions to appraisers; tracking appraisal delivery and working with appraisers and Loan Teams to answer questions, provide updates and ensure timely delivery. - Commercial Appraisal Assignment and Vendor Management: entering and updating appraiser information in the Department’s production management system and appraiser database; processing appraisal order requests from the Loan Teams; obtaining bids for services from appraisers; selecting and placing orders with appraisers; communicating assignment conditions to appraisers; tracking appraisal delivery and working with appraisers and Loan Teams to answer questions, provide updates and ensure timely delivery. - Residential Appraisal and Evaluation Quality Control: examining appraisal reports and evaluations for compliance with the Uniform Standards of Professional Appraisal Practice, the Interagency Appraisal and Evaluation Guidelines, and First Republic Bank requirements; communicating with appraisers to resolve report deficiencies; work with appraisers and Loan Teams to answer questions, provide updates and ensure timely delivery. - Commercial Appraisal and Evaluation Quality Control: examining appraisal reports and evaluations for compliance with the Uniform Standards of Professional Appraisal Practice, the Interagency Appraisal and Evaluation Guidelines, and First Republic Bank requirements; communicating with appraisers to resolve report deficiencies; work with appraisers and Loan Teams to answer questions, provide updates and ensure timely delivery. - Additional Duties and Responsibilities: processing the receipt of appraisals and invoices; performing duties & responsibilities specific to department functions & activities and as assigned by Department heads; adhering to and complying with 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,; completing required training; identifying and reporting suspicious activity to the AML Officer.
Job ID
2020-10403
Category
Lending
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Putting you First As a Preferred Banking Offices Manager, you’ll contribute to the success through outstanding sales, business development, customer service, office operations and management. You will focus closely on customer relations and promote First Republic’s sales and service culture by coaching, guiding and mentoring your colleagues. You will achieve your individual and office sales goals by pursuing new business, seeking referrals and strengthening existing client relationships.   Office Operations - Take profit-and-loss responsibility for the office. - Audit input and maintenance of all office transactions according to the office’s policies and procedures. - Check the office balances daily. - Ensure compliance with all the Bank’s policies and procedures. - Participate in weekly Asset/Liability meetings. - Review the office’s operating procedures and practices in order to identify potential improvements. - Work with Marketing to advertise and implement the Bank’s products. - Work with Risk Management, Facilities and Deposit Operations to ensure the safety and security of the office premises, property and assets (including cash on hand, ATMs, alarms, etc.) and implement loss-prevention measures. - Work with Facilities and Human Resources to ensure a safe and healthy work environment for all team members (e.g., equip the office with first aid items, ergonomic support, Workers’ Compensation and Employee Assistance Program referrals, etc.). - Manage ATM and kiosk ATM installation and implementation as needed. - Travel as necessary to participate in meetings, training sessions, client events, etc.   Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Establish Total Banking Relationships (for both business and personal banking) by encouraging clients to use the Bank as a one-stop shop for direct deposit, internet banking, overdraft protection, multiple deposit products, and investment and trust services. - Deliver a strong individual sales performance, including conducting outside sales efforts. - Draw on all available resources to provide solutions that are tailored to clients’ individual needs and that will exceed client expectations. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your own individual sales goals and the office’s sales goals. - Work with your team members to increase the office’s productivity, grow deposits, boost customer retention and encourage new referrals. - Actively participate in and develop office sales promotions. Management - Lead a team of sales and service professionals, inspiring them to meet and exceed the office’s sales and client satisfaction goals. - Foster a team environment in which all colleagues can perform to their full potential. - Supervise and coach your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Lead by example, modeling the teamwork, cooperation and respect that First Republic expects from all its people. - Take the lead in hiring, training, supervising and evaluating office employees, and provide recommendations on bonus payments and other compensation issues.
Job ID
2020-10405
City
Pleasanton
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Digital Solutions Architect, you’ll execute our digital channel strategy by partnering closely with the Digital Channels team to provide technology solutions that support an integrated financial service experience, incorporating services that include banking, brokerage, wealth management and trust. You’ll work closely with internal and external teams to create world-class digital solutions that support online consumer and business banking, diving deep into the details while providing strategic inputs and enabling the business to operate at a fast pace.   What you’ll do as a contingent Digital Solutions Architect: - Lead end-to-end implementation of digital banking solutions — including conception, development, maintenance and evolution. - Create and maintain a strong working relationship with multiple business teams, technology teams and key external partners as you work to identify problems and define solutions.  - Lead and educate internal teams on common practices and trends for digital initiatives, including explaining technical issues and IT solution strategies. - Provide integrated solutions across internal systems, as well as external third-party-hosted systems and create design artifacts following standards set by the Federal Reserve Board. - Lead and participate in new development projects through the entire SDLC, including requirements, design, development, testing, release, delivery/launch and maintenance. - Collaborate with business teams to provide robust, scalable and extensible technical solutions by understanding business changes and needs. - Review proposals of external partners to ensure that quality inputs are delivered cost effectively. - Ensure compliance to solution architectural design in implementing projects.
Job ID
2020-10408
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2020-10409
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Due Diligence Operations (“DDO”) element within Anti-Money Laundering (“AML”) Operations is tasked with assessing customer risk and producing financial intelligence through research and analysis.   The DDO Investigator will conduct analyses of current and prospective customers through a variety of assigned alerts within the production and rule development environments. The DDO Investigator will also work full scope reviews through the case investigation process and develop work products documenting risk analysis. - Conduct investigative/intelligence research of individuals, entities, and/or events related to current or prospective customers through public records, open source media, vendor systems, or other research tools. - Conduct investigative/intelligence analysis of collected information including current or prospective customer's client profile, background, business operations, know your customer ("KYC") information, and transaction history. - Draft assessment summaries and other written investigative/intelligence products to support judgments, decisions and recommendations - Work effectively across varying groups and teams within the AML Operations environment. Meet key team performance standards while additionally setting personal performance goals. - Participate in key training and learning opportunities and seek additional knowledge acquisition proactively. - Perform other duties & responsibilities as required or assigned.
Job ID
2020-10410
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a District Banker, you will provide quality client service, cross sell bank products and maintain operations at our Preferred Banking Offices (i.e., bank branches). We’ll look to you to demonstrate First Republic’s core values and offer an extraordinary client experience.    What you’ll do as a District Banker: - Demonstrate thorough knowledge of all Preferred Banking Office operations and banking policies and procedures. - Create a memorable client experience; establish and maintain professional relationships with clients to ensure repeat and referral business. - Demonstrate thorough understanding of all banking products and client needs. - Handle daily activities of the bank, such as processing transactions; maintaining bank records; and preparing and balancing daily work, bank deposits, ATM and night depository. - Participate in maintenance of the office to represent the office in a positive manner. - Promote and cross sell new banking products and services to clients as well as understand their needs to refer them to Relationship Managers, Preferred Bankers and Trust Officers. - Actively contribute to attaining individual and office sales goals.
Job ID
2020-10413
Category
Banking
City
San Ramon
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Eagle Lending group is looking for a Credit Specialist; a self-starter who is eager to build his/her career as an underwriter and gain expertise in credit analysis. Based in San Francisco, this role will support the underwriting needs for Eagle Lending's Personal Line of Credit product and will focus on processing, evaluating, and completing financial analysis on individual loan requests. The ideal candidate will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   We're a highly collaborative team that's focused on leveraging technology to bring in the next generation of clients to the bank. If you have a passion for credit analysis and underwriting, we would love to hear from you.   What you'll do as a Credit Specialist: - 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
2020-10417
Category
Lending
City
San Francisco
State
CA
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, HUD/Master Settlement Statement, 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, Escrow, Title, ELC, RM, CS, Processor, 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
2020-10419
Category
Lending
City
Palo Alto
State
CA
Position Type
Contingent Worker (CON)
What you’ll do as a Production Associate – Part Time: - Order and quality control the commercial and residential real estate appraisals and other valuation products and tools First Republic uses to support its lending decisions; functions available to Production Associates include assigning appraisals, performing quality control examinations of appraisals and other tasks as needed.
Job ID
2020-10421
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The primary function of the Client Service Associate is to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate: - 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, 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. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to the Operations team).  - Assist with the completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - 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
2020-10432
City
Los Angeles
State
CA
Position Type
Contingent Worker (CON)
Lending Services is looking for a strong team player and quick learner to join our Commercial Loan Closing team on a contract basis. As an DocuSign Generalist, you will be responsible for the file preparation, scanning and quality assurance of commercial closing documentation in preparation for e-singature. This is an integral part of the imaging functions within the department. This is a team position and you may be required to perform one or all of the responsibilities for the position at any given time in order to provide exceptional customer service and meet service level agreements.   The ideal candidate will have excellent attention to detail, feel comfortable working with various levels of staff / management, possess the ability to make adjustments to workflows and reprioritize workload based on fluctuating deadlines. This position requires the coordination and support of multiple priorities of various functions within Lending Services as well as many other departments within the organization.   What you will do as an Contingent DocuSign Generalist, Commercial Loan Closing: - Prepare loan files for imaging (scanning). - Scan loan files into imaging software. - Perform quality control of loan files scanned into imaging system and ensure all documents are correctly indexed to the proper Document Type and Keywords. - Maintain current knowledge of lending products, services, systems, and processes in order to provide expert and up-to-date client service. - Recognize issues that demand escalation, determine the appropriate Bank contact, and act as liaison between the client and relevant group(s) in order to successfully resolve issues. - 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.
Job ID
2020-10446
Category
Lending
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)

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