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 primary duty of the Senior Business Analyst will be to partner with Business and PMO personnel to generate business requirements, create test planning, test scripts and execution of the test plan.  Perform and identify any needed reporting and data analytics in support of the timely execution of the project.   The candidate will work with business managers and Subject Matter Experts (SME’s) to identify, prioritize and implement solutions to improve efficiency, reduce risk and support new business.  The ideal candidate will be able to evaluate a concern, document a recommended solution, create test scripts, coordinate testing effort with SME’s and QA, and guide the enhancement effort through to completion.  These solutions may include process changes, technology enhancements and close coordination with vendors. The candidate is expected to be a self-starter requiring minimal oversight, be results-oriented and have a strong sense of teamwork of Bank culture.   What you’ll do as a Senior Business Analyst: - Work with business partners to identify data reporting, systems or processing improvements. - Provide project support by documenting business requirements. - Identify business needs. - Analyze workflows and existing processes/systems. - Perform business analysis such as documenting business requirements, create use-cases and functional specifications and 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 areas. - Represent the Department by serving as a key contact for the business unit, technical vendor(s), and other Subject Matter Experts on the project team. - Develop data reports, extracts, and analyses. - Support ad-hoc requests - Create reusable/refreshable queries using MS Excel, MS Access, or MS Query - Develop moderately-complex queries requiring data transformation and normalization. - The ability to manipulate Excel, CSV, and other types of data. - Support prioritization of work requests: - Identify business partner urgent and long-term needs. - Advocate for business partners during prioritization processes. - Maintain up-to-date priority and planning decisions in department tracking application. - Testing lead: - Work with the project team to document needed testing for all scope items - Create test scripts for all process and system enhancements. - Work with testers to coordinate reporting of identified issues and document/report retesting results - Coordinate testing efforts with QA - Work with the vendor to report testing results, and coordinate retesting as needed once new code is put into place. - Assist in creating mapping documentation from vendor files into the company’s system of record. - Assist management to evaluate vendor data that may require mapping of vendor pricing data - Manipulate data utilizing CSV, and Excel formats, utilizing pivot tables and other excel functions. - Recommend solution options with clear and concise language appropriate for each audience - Provide regular, clear, and concise status updates to business partners and management - Perform duties & responsibilities specific to department functions & 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
2021-12993
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsible for ensuring that all residential loans and are analyzed, underwritten and processed in a timely manner while achieving a high level of client service and maintaining all regulatory requirements. Responsibilities primarily focus on financial analysis, underwriting and relationship management. Individual must have extensive mortgage underwriting experience and a thorough understanding of the loan process from beginning to end.   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.
Job ID
2021-12989
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Software Engineer role will support multiple IT responsibilities and disciplines within the IT-Regulatory Compliance Technology (IT-RCT) team.   What you’ll do as a  SeniorSoftware Engineer: - Create system Physical, Network and Logical diagrams for Architecture and Design.Work closely with Domain and Network Architects for design reviews. - Support the process of translating business needs into formal technical requirements and subsequent technical solution deliverables; - Work with Business Stakeholders, vendors and other technical teams for the system implementation. Understand system capacity and limitations. - Serve as a fully seasoned, proficient technical architect, engineer, designer, and subject matter expert for the applications being supported; - Participate as an individual contributor on projects, and in completing activities as a part of a team, relating to special initiatives and/or operations; - Solve complex problems using in house tools, work with a global mindset, and work as part of a globally blended team of resources, including Associates and Consultants; - Perform enhancement and maintenance activities in support of all applications in the Regulatory and Compliance technology ecosystem, utilizing technical capabilities with various tools such as, but not limited to, J2EE, Java, WAS development/ administration, Microsoft SSIS/SSRS; - Analyze and troubleshoot/remediate issues with both internally developed and vendor packaged solutions supporting the ecosystem; - Utilize and perform various phases of the software development life cycle, including requirement analysis; preparation of high-level program technical specifications after analyzing business requirements, business operations, process modeling, software architecture, logical/functional ecosystem composition, and data analysis/mapping/lineage; and design, development, testing, implementation, documentation and troubleshooting of various capacities ranging from Team Member to a Project Leader under tight deadlines.
Job ID
2021-12987
City
New York
State
NY
Position Type
Regular Employee (REG)
Senior 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 Senior 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
2021-12985
City
Jackson
State
WY
Position Type
Regular Employee (REG)
As a Senior Loan Analyst, you will have the opportunity to process and underwrite single-family residential mortgage loans while providing an exceptional client experience. You will analyze complex tax returns and financial statements and assist in completing the loan process from start to finish. After you’ve developed a strong comfort level with the residential loan process, you’ll have the opportunity to learn apartment and commercial property loan analysis and processing.   What you’ll do as a Senior Loan Analyst: - Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level. - Analyze and process each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete. - Underwrite the income sources, collateral and credit quality of residential loan applications. This includes analysis of personal and business income tax returns, tax schedules and financial statements. - Prepare loan files for funding by reviewing the analysis for accuracy. - Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements. - Complete Know Your Client regulatory data for all loan types. - Follow the lending guidelines from the Federal National Mortgage Association and nonconforming secondary market investors, along with other industry regulations. - Prepare prequalification and/or commitment letters for loan officer review. - Learn the Bank’s loan pricing matrix and become comfortable engaging with clients to confirm and discuss our loan programs.
Job ID
2021-12983
City
Jackson
State
WY
Position Type
Regular Employee (REG)
As a Bank Secrecy Act / Anti-Money Laundering (BSA/AML) Business Analyst, you will work with cross functional teams to lead business requirements definition to successful completion, including the discovery, analysis and documentation of business requirements, process flows, use cases, and test and training plans within First Republic’s BSA/AML department.  In addition to industry standard functions of gathering requirements, writing requirements and leading UAT activities within a Waterfall or Agile Software Development Release Management environment, a Business Analyst is also responsible for management, development,  and delivery of communication materials,  training end users, updating model methodologies, and maintaining business requirements documentation.   What you’ll be doing as an AML Business Analyst: - Apply business analysis best practices; obtain, define, analyze, prioritize and document business and system requirements, working with cross-functional teams; and communicate requirements to solution providers.   - Manage requirements and test cases in JIRA. - Analyze customer and transaction data. - Work with business users to document current state, pain points, and future state. - Facilitate testing, including drafting test plans and test cases. - Prepare data mapping documents and Traceability Matrices. - Define and prioritize requirements to improve the BSA/AML monitoring workflow, systems, and data interfaces; define AML monitoring rules; document data transformation and mapping requirements; document business and workflow processes; and implement efficiencies and improvements to BSA/AML operations and other department functions. - Advise the solution provider, development, testing and production support teams as needed, providing requirements knowledge and subject-matter expertise. - Continuously improve your subject-matter expertise in the business areas being supported, in order to become a trusted advisor to the business stakeholders.
Job ID
2021-12978
Category
Compliance
City
San Francisco
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 Senior 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
2021-12972
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Lending Services Residential Closing team. As the Residential Closing Coordinator, you will be primarily responsible for supporting the goals of the Residential Lending group through accurate and efficient processing of assigned tasks that occur during the closing/funding of a loan. The Coordinator will keep accurate department activity records, and track project committee work and time management. Work is performed under supervision support or in accordance with detailed and specific instructions or procedures.   What you’ll do as a Residential Loan Closing Coordinator: - Perform clerical functions as needed: - Complete assigned tasks in order to support day-to-day departmental operations. - Complete document transmission activities (mailing, faxing, etc.) as required. - Perform related loan processing duties that may extend to other departments within Lending Services. - Ensure proper document storage and retrieval processes are in place and followed appropriately. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Work with internal business partners, and lending office staff at various levels to research and resolve transaction concerns. - 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
2021-12970
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a PBCS Senior Associate, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Senior Associate: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2021-12969
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the Trade Operations Senior Associate, you will have the opportunity to support all functions related to trade operations and settlements, including trade break resolution for First Republic Securities and First Republic Investment Management. You will also be the liaison between PWM’s Centralized Trading Team and the middle and back office support groups in San Francisco, New York and other principal locations.   What you’ll do as a Senior Trade Operations Associate: - Help the trade operations team monitor and resolve all trade breaks. - Liaise with brokers and custodians to allocate trades, resolve trade discrepancies and ensure timely trade settlement. - Oversee additional special projects as needed. - Ensure compliance with both internal and regulatory policy and procedures.
Job ID
2021-12967
City
San Francisco
State
CA
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
2021-12966
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential: As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients.  As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you’ll 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. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - 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. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and 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
2021-12963
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Contingent Remote 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 Contingent RemoteLoan 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
2021-12962
Position Type
Contingent Worker (CON)
Duties and Responsibilities: As a Operational Risk and Control Testing Associate Senior Associate you will have the opportunity to learn all aspects of the PWM business by working with the PWM Risk Manager to identify operational risk across PWM and performing first-line control testing.   The Testing Associate  will work independently or with the PWM Risk Manager to complete the scheduled testing of controls identified through the Enterprise Risk Management Risk Control Assessment ("RCSA") Program .    What you’ll do as a Senior Associate, Operational Risk and Control Testing: - Perform risk-based control testing to assess internal controls for design and effectiveness - Perform walkthroughs with the business - Work with the business to identify solutions for control deficiencies and follow-up on deliverables - Write reports that clearly articulate the results and conclusions of assessments - Record assessment results in the enterprise risk management solution (Archer) - Maintain an understanding of business operations and firm/regulatory rules - Work collaboratively with other risk management teams, including Compliance and Enterprise Risk Management
Job ID
2021-12954
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
2021-12952
City
San Diego
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Client Data Engineer - Work with stakeholders throughout the organization to identify opportunities to drive business solutions - Understand business needs and distill them into low level requirements for design - Deliver on various data projects end-to-end, including requirements identification, timeline / milestone establishment, inter-departmental coordination, and risk assessment / monitoring - Formulate business insights on how to improve data quality, improve efficiency and/or deepen relationships based on data - Ensure the ongoing maintenance, enhancement and support of any application or solutions provided, so that they continue to meet business needs. - Develop and maintain documentation on implemented and enhanced technology solutions - Perform duties & responsibilities specific to department functions & - Perform other duties & responsibilities as required or assigned by - Responsibilities include the following: 1) adhering or complying with all applicable federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2021-12946
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Eagle Intelligence is the division of Data & Client Insights that focuses on the use of data mining and other technology to help our salesforce (i.e., the bankers) stay close to their clients as the Bank scales up in size. We work collaboratively with bankers on initiatives such as building applications through which they can better understand their books of business and creating targeted intelligence to help address specific client needs.   Duties & Responsibilities As a member of the EI Data Science team, you’ll be working on the ML pipelines that provide actionable intelligence that helps our bankers grow their books of business and continue providing extraordinary, white glove, service that the Bank is famous for while working with an ever expanding number of clients. We aim to accomplish this with effective use of technology and data science techniques coupled with genuine curiosity and hands-on understanding of the business that we strive to facilitate. Your primary responsibilities will include: - Producing intelligence (e.g., predictive models, reports, dashboards) to help the bankers help their clients by recognizing and focusing on their unique needs. You’ll illuminate these needs through in-depth study of the clients’ business with the Bank and their interactions with the bankers. You will also apply your intuition and relevant statistical techniques to make inferences and predictions from data. - Promoting your work and supporting its adoption. You'll be producing and interacting with a lot of artifacts communicated to bankers and executives on a regular basis, as well as collecting feedback and providing governance once they are in production. You will need to think critically about how your output is utilized by its audience. Communicating results to stakeholders in a way that makes them useful will be contingent on your ability to appreciate and assimilate the bankers’ perspective. Success in this regard means being a banker before being a data scientist. - Building out our data pipelines. Much of our data is not big, but it is messy and the engineering pipelines are often built concurrently with analysis. Your data wrangling chops will be tested daily.
Job ID
2021-12942
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Client Service Associate Event Information: First Republic Bank is hosting a Virtual Career Fair to connect talented individuals with expertise in Wealth Management.  If you have experience in client services, wealth management, investment management, or are a financial advisor, we would welcome the opportunity to speak with you and learn more!   You can connect with us virtually using your phone, computer, or tablet!  Once registered, recruiters will connect with you during the event timeframe to discuss current and future job opportunities. 
Job ID
2021-12938
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Data and Analytics Product Owner is a critical role at First Republic Private Wealth Management and will have ownership of the strategy, implementation and usage of data and analytics of Private Wealth Management and in coordination with the broader First Republic Bank team. Working closely with stakeholders, Product Managers, Scrum Masters and development team, the Product Owner must have an excellent grasp of business strategy and be able to use that knowledge to make rapid, tactical decisions. This role will balance longer, strategic goals for our data enterprise, with shorter term wins for our employees and our clients.   The Product Owner must have the ability to set and manage priorities judiciously. The Product Owner will determine requirements and aggregate input from stakeholders and others, construct user stories and acceptance criteria, prioritize stories according to their business value and technical effort, maintain and communicate the backlog for specific products and projects, participate in all scrum meetings, and accept or reject the user stories based on the delivery team’s output. The Product Owner will also prioritize release scope and dates and monitor and report on progress. The Product Owner would be a hybrid: someone who is able to look outward, understanding the end customer’s needs, and someone who looks inward, managing the value stream that transforms the stakeholders’ needs into software ready to be used by the end customer. To be successful in this role you should be able to identify user needs, deeply understand the Bank’s processes and fluidly coordinate cross-functional teams and multiple stakeholders to deliver an inspiring product.   What you’ll do as a Product Owner, Data and Analytics, Private Wealth Management: - Develop a long-term working data strategy for our Wealth Management platform including both short and long-term goals. - Work to understand the existing state of the technology and workflow supporting key business processes. - Ability to translate user requirements to technical requirements and vice versa - Highly developed listening & negotiating skills to find compromises and tradeoffs, maximizing delivered value - Strong sense of ownership and desire to drive results - Partner with the business to ensure systems changes are accepted and the business is ready to accept the changes. - Contribute to and drive the strategic direction of our data analytics investments - Identify opportunities to increase business value from our growing data repository. - Be a key steward to help drive insights to product and operations take advantage of these opportunities - Manage the backlog of the data team by understanding the priorities of senior leadership, product managers, and departmental analysts - Represent bank interests within Wealth Management initiatives and represent Wealth Management within Bank led data initiatives - Answer product-focused questions via data analysis and storytelling - Build dashboards and reports to monitor progress, answer business questions, and ensure key management reports are available and accurate - Shepherd best practices amongst the extended data analyst team to ensure appropriate hygiene of our reporting environments and to allow users to be self-sufficient - Be the company expert in our data model to be a leverage partner for others - Independent research to answer high-level business questions with data analysis and/or Machine Learning - Assist Product Managers in ensuring data model additions are accounted for by data team development plans - Understand existing and future data requirements from extended Data team - Own the tools of this team and manage our ongoing vendor interactions - Effectively communicate technical and non-technical details and progress with team members, internal and external stakeholders, and all levels of management. - Transform business requirements to clear and comprehensive functional specifications. - Support the product strategy by maintaining a backlog of features for development by the engineering team and assisting in the development and prioritization of the product roadmap. - Create detailed use cases, supporting functional requirements, workflows, user stories and acceptance criteria - Support and lead key internal cross-functional activities necessary for successful product release - Evangelize the product and serve as a point of contact and product expert for internal teams and external customers
Job ID
2021-12936
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Junior Data Steward:  - Manage the identification and resolution of client data quality issues on a daily basis. - Work with internal operations teams to identify most accurate and consistent data standards, and ensure these standards are followed in data entry. - Identify and report common data quality trends and identify processes to improve overall data quality. - Lead the ongoing management and development of client data quality identification and workflow tools. - Use internal systems to research client data and enter accurate data into various data entry screens and systems of record. - Work with internal client-facing teams to gather complete client data profiles - Work with data in Excel and other tools to identify common data trends and potential data enhancements. - Perform light database reporting and analysis using SQL or other tools. - Meet internal/external service level standards (i.e. queue processing SLAs, quality/accuracy & productivity goals, etc.). - Perform other duties and responsibilities as required or assigned by supervisor. - Communicate effectively using different media at multiple levels of the organization and across organizational boundaries. - Responsibilities include: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2021-12933
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)

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