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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Search Results Page 7 of 11

Lending Services is looking for a skilled lending professional to join our Lending Services Residential Closing team on a contract basis.  As a Residential Closing Administrator, you will be responsible for the accurate and complete preparation of loan closing documentation and timely funding for Single Family 1-4 unit residential loans. You will manage both the closing and funding functions in an environment of constantly changing deadlines without losing the required high level of accuracy and production. You will also make recommendations for job-specific operational improvements, such as efficiency, cost reduction, customer service and risk reduction.   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 a Contingent Residential Closing Administrator: - Prepare and review loan closing and funding documentation in an accurate and timely manner for a range of SFR 1-4 loan products: - Modestly complex borrower entities - Detached, condo and co-op property types - Permanent and line of credit purposes - Work with internal business partners at various levels to research and resolve transaction concerns. - Complete prefunding and assist post-closing with any closing errors/corrections as necessary. - 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
2020-10491
Category
Lending
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
This position reports to EDCI Technology Manager and supports the Testing and implementation of Core program. The Senior QA Engineer works with architects, data analysts, Product owner and business analysts to accept requirements, translates these requirements into test plans, write test cases, develop testing automation harnesses and perform testing for assigned applications. Works on creating the related Data testing framework and API/Micro services framework. The Senior QA Engineer coordinates with Architects, Data Analysts, Development, Product and QACOE teams on a project basis to effectively communicate testing design and development on related activities with a wide range of technical, non-technical, and third party team members.   What you’ll do as a QA Engineer: - Design, develop and maintain a modular, extensible and reusable test automation harness and scripts - Develop, automate and execute test cases to ensure feature enhancements are high quality and provide an intuitive customer experience - Identify and document bugs in usability and functionality; help engineers troubleshoot issues as they are uncovered - Conduct functional, regression and performance testing - Continuously improvising on tests, Identify test gaps and come-up with ways to bridge those gaps - Participate in CI/CD discussions and implementation - Interact with various stake-holders to execute on product goals - Lead test planning and execution activities.  Participate in various design, backlog discussions
Job ID
2020-10480
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
As the Learning & Development Specialist, 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 develop and manage learning programs to enhance the knowledge, skills, and engagement of a fast-growing department within the bank.    You will have the opportunity to lead your own Learning and Development initiatives, create content and facilitate instructor-led courses. A successful team member will have the ability to juggle multiple priorities while remaining positive and flexible and is capable of thriving in a fast-paced and dynamic service-based environment.   What you’ll do as a Learning & Development Specialist - Own internal L&D onboarding and new colleague transition programs to ensure engagement and positive integration - Provide logistical support to L&D initiatives, including material development, communications, scheduling, etc. - Continually work to find process improvements to maximize the team’s efficiency - Review and evaluate existing training programs and recommend appropriate changes to improve the learning process - Inspire commitment to learning and development through communicating vision, engaging people in continuous learning initiatives, and encouraging a culture of feedback
Job ID
2020-10478
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The IT Senior Auditor will be responsible for planning and executing Information Technology audits, continuous risk monitoring, and providing control consultation on programmatic, operational, risks and controls throughout the Bank and its subsidiaries.   What you'll do as an IT Senior Auditor: - Plan and execute IT audits, including identifying and analyzing risks, planning and prioritizing the audit work, conducting audit interviews, observing operations, documenting and analyzing procedures and controls, performing audit tests, preparing appropriate work papers, developing audit recommendations and reviewing them with appropriate management, and preparing audit reports. - Assist with developing and implementing an annual audit plan by assessing relevant risk factors, considering management’s expectations of Internal Audit’s strategic involvement throughout the organization and with outside vendors. - Liaison with and represent the internal audit department to external parties including external auditors. - Provide risk identification, security and audit control input for projects and other initiatives. - Assist in defining, refining, implementing and maintaining the Company’s audit process, including department standards and procedures that will be overseen by the Audit Committee of the Board of Directors. - Maintain professional certification(s) and continue to develop and expand knowledge of the audit profession, Information Technology, bank regulatory issuances, our industry, and Company products and information through self-study, research, and continuing education efforts. - Perform duties & responsibilities specific to department functions & activities.
Job ID
2020-10471
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Eagle Lending Small Business Account Executive (SBAE) is a position to explore the significant opportunity that currently exists to expand business and personal banking relationships in each of our key geographies by leading with the Eagle loan product suite. We are seeking a high-energy, polished individual with the skill set of a classically trained business calling officer coupled with outstanding interpersonal skills, to support retail deposit staff in expanding professional services lending, as a conduit to increasing the deposit base and number of households for the bank. To achieve this, the Eagle Lending SBAE will be responsible for helping establish new banking relationships with businesses, and more importantly, the high net worth individuals associated with such businesses, as well as growing relationships with existing clients. Further, the role requires the SBAE develop an outstanding working relationship with existing staff in the bank’s Preferred Banking Office network. On the product front, the initial relationship building opportunity will typically be through Eagle loan products. The Eagle Lending SBAE will work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calling opportunities, and follow-up with existing clients and prospects. Further relationship building opportunities will include obtaining bank deposits and referrals to investment advisory, trust and other private banking products.   What you’ll do as a Small Business Account Executive: - Develop high quality Eagle loans to clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle loan clients to the bank. - Assist Preferred Banking Office personnel in business development efforts and calling on clients as well as mining existing client base for opportunities. - Assist Preferred Banking Office personnel in reviewing credit requests and obtaining documentation as well as coordination with Credit Analysis and Credit Approval to ensure the loans are high quality. - Coordinate with Preferred Banking Offices and RM’s to ensure the ongoing client needs are met and exceeded. - Furthering client relationships by bringing in deposits and referring wealth advisory, trust, and other banking services. - The Eagle Lending AE will work with Regional Eagle Lending Sales and Service Managers and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business.
Job ID
2020-10469
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Eagle Lending Small Business Account Executive (SBAE) is a position to explore the significant opportunity that currently exists to expand business and personal banking relationships in each of our key geographies by leading with the Eagle loan product suite. We are seeking a high-energy, polished individual with the skill set of a classically trained business calling officer coupled with outstanding interpersonal skills, to support retail deposit staff in expanding professional services lending, as a conduit to increasing the deposit base and number of households for the bank. To achieve this, the Eagle Lending SBAE will be responsible for helping establish new banking relationships with businesses, and more importantly, the high net worth individuals associated with such businesses, as well as growing relationships with existing clients. Further, the role requires the SBAE develop an outstanding working relationship with existing staff in the bank’s Preferred Banking Office network. On the product front, the initial relationship building opportunity will typically be through Eagle loan products. The Eagle Lending SBAE will work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calling opportunities, and follow-up with existing clients and prospects. Further relationship building opportunities will include obtaining bank deposits, and referrals to investment advisory, trust and other private banking products.   What you’ll do as a Small Business Account Executive: - Develop high quality Eagle loans to clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle loan clients to the bank. - Assist Preferred Banking Office personnel in business development efforts and calling on clients as well as mining existing client base for opportunities. - Assist Preferred Banking Office personnel in reviewing credit requests and obtaining documentation as well as coordination with Credit Analysis and Credit Approval to ensure the loans are high quality. - Coordinate with Preferred Banking Offices and RM’s to ensure the ongoing client needs are met and exceeded. - Furthering client relationships by bringing in deposits and referring wealth advisory, trust, and other banking services. - The Eagle Lending AE will work with Regional Eagle Lending Sales and Service Managers and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business.
Job ID
2020-10468
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-10463
Category
Banking
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential 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
2020-10459
Category
Banking
City
Boston
State
MA
Position Type
Regular Employee (REG)
As an engineer, you’ll be part of a small team that develops and manages a heavily used internal application by our bankers to serve our clients. This team is passionate about adding business value by means of delivering high quality technical solutions and offering exceptional support to our business partners.   What you’ll do as a Full Stack Software Engineer: - Involvement in the end to end software life cycle – from birth of an idea to continued production support. - Extract technical specs from business requirements and implement a solution with a foresight to be scalable and maintainable. - Develop and prepare documents for the general design of solutions that meet system and security requirements. - Work closely with business analysts and other technical partners in driving the projects and see through to completion. - Take ownership and responsibility of your deliverables and communicate proactively.
Job ID
2020-10456
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential  The Enterprise Architect is responsible for working cross-functionally to ensure the successful delivery of solutions architecture for First Republic Bank.  The Enterprise Architect will work under the direction of the Director, Enterprise Architecture to define and develop the systems architecture aspects of projects.  This will include a high degree of interaction with business and operations units to understand the functional and non-functional needs of the users of the system as well as the various technology teams, both within and outside of FRB, which are responsible for integration points with the solutions.   What you’ll do as a Enterprise Architect/Systems Architect: - Serve as primary technical expert to internal groups, business and Information Services, for the First Republic Bank architecture aspects of each project. - Analyze Business requirements to understand the business needs and to determine how the system can best be architected to fulfill those needs. - Collaborates with solution architects to provide enterprise solutions that align with the needs of clients and businesses. - Perform hands-on solution design of software applications. - Create and maintain reference architectures, target architectures and roadmap to meet the business needs to provide extraordinary customer server. - Define technology strategy, process improvements, and resource forecasting. - Provide technical mentorship to engineering staff regarding industry best practices as it relates to software engineering. - Strong business orientation with broad experience with banking processes, technology and change initiatives. - Promote and enhance shared services related to each business group by working with other Information Service team members. - Strong sense of prioritization and execution against critical deliverables, coupled with a sense of personal ownership and attention to detail for key projects / issue resolution. - Understands business processes, appropriate application of technology in supporting those processes, and the common technical complexity / considerations when evaluating new products or process options. - Pragmatic with an ability to generate trust and build alliances across business and functional lines. - Consistently demonstrates and follows high standards of integrity in business decision-making.
Job ID
2020-10455
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is seeking to fill a leadership position of SBA Director to oversee its Paycheck Protection Program (PPP) Loan Portfolio.    The SBA Director will be point person working with the SBA, as it defines its processes for approving ownership changes, loan modifications, other evolving guidelines, and actual repayment under its guarantee. The Director will be charged with making these processes better defined and more efficient.  The Director would also coordinate relationships with lending partners for any new, second loans for PPP borrowers, any future direct loans made by the Bank, and loan modifications after the Forgiveness Phase of the PPP.     In this position, the Director would work closely with Executive Loan Committee members, the Head of Credit Administration, the Head of Business Banking, Legal counsel, bankers, clients, and the SBA to ensure excellent credit quality and client service.   What you’ll do as a SBA Director: - Deliver exceptional service to existing clients by: - Collaborating with bankers, credit approvers and legal counsel to provide solutions for clients while protecting the bank. - Serving as the principal point of contact for, and developing a strong, positive relationship with, the SBA. - Serving as a Subject Matter Expert on all SBA Section 7(a) loan products and related Standard Operating Procedures for loan servicing and reporting. - Developing partnerships with other SBA lenders so as to meet client needs. - Developing and managing client relationships with a particular emphasis on educating clients about SBA/PPP requirements. - Adhering to the Bank’s credit and profitability standards and policies. - Assisting with processing and management of all loans originated under the PPP program. - Ensuring SBA loan packages are processed in accordance with regulations and program requirements. - Demonstrate a strong understanding of credit and legal issues related to the PPP program. - Possess working knowledge of all Bank deposit and credit products and business verticals. - Participate in training sessions, as assigned, and seek out training that will improve skills in SBA and other government-guaranteed lending, credit analysis, etc. - Communicate effectively with Head of Credit Administration and Head of Business Banking to provide regulatory and/or programmatic updates related to PPP and other 7(a) products. - Ability to manage and escalate multiple issues and concerns, often under time constraint.  
Job ID
2020-10454
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsibilities   Common goals, uncommon potential The Junior Software Developer will be a key member of a small development team within the CPI vertical. This is a great opportunity to display your skills and creative thinking using a combination of tools and technologies. Your opinions and designs are respected, encouraged, and elevated throughout cooperative problem solving to do even more than you could alone. You will engage in enhancing existing products and develop new solutions across the entire software development lifecycle.   What you’ll do as a Junior Developer: - Help collect business requirements to understand the challenge, opportunity, and user experience. - Lead implementations, including process design, software developments, and user acceptance. - Assess solutions with regards to feasibility, risks, and measures of success. - Develop and understand user stories, technical specifications, and architectural design.   - Liaise effectively between multiple departments to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Perform other duties & responsibilities as required or assigned by supervisor. - 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
2020-10451
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The contingent Appraisal Specialist I will be working at the Appraisal Desk which is tasked to process orders for appraisals from choosing the best appraiser to approving the invoice for payment. It is also tasked to manage the panel of appraisers which includes vetting new ones, setting up their accounts, making sure their license and insurance are current, running background checks and keeping the panel database accurate.   What you'll do as a contingent Appraisal Specialist I: - 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
2020-10449
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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 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
2020-10447
Category
Wealth Management
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
2020-10420
Category
Lending
City
Palo Alto
State
CA
Position Type
Contingent Worker (CON)
The Compliance Processing Specialist II will support the Deposit Services Compliance Processing team by providing professional and knowledgeable assistance to banking offices, contact center, and client support via phone and email communications. The individual will be responsible for the daily processing of key functions within Compliance Processing, including, but not limited to the following: Regulation D Monitoring, Non-Resident Alien (NRA), Year-End processing of IRS tax form corrections, Individual Retirement Accounts (IRA), Interest on Lawyers Trust Accounts (IOLTA), Unclaimed Property, and processing of Legal Orders (Levy) and Garnishments.   What you'll do as Compliance Processing Specialist II: - Processes and/or assists in account levies. Reviews legal orders from various agencies, handle the team's mailbox, opening matter files. Research and resolve issues and matters, which may involve substantial legal or factual complexity, and thorough detailed research. - Processes and/or assists in escheat activities related to the annual escheat filing. Adheres to established internal policies and procedures for unclaimed property: Understands the Reporting Process for timely reporting; Notify clients, bankers, with unclaimed property, of status; Follow established timeframes for notifications and filings; File appropriate State of California reports timely; Adhere to established State of California Property Laws. Ensure complete, accurate, and timely reporting of unclaimed property. Adhere to established unclaimed property laws of states, other than California, where our clients' reside. - Responsible for ensuring Deposit IRA accounts are opened accurately and transactions are processed correctly. Ensure proper IRA forms are obtained and IRA client tax forms and/or statements are generated accurately and timely. - Review Non-Resident Alien(NRA) - W8 forms review, process B-Notices, ensure back-up withholding is applied, where applicable, and correct year end IRS client forms, i.e., 1099-INT, 1099-DIV, 1042/1042S, etc., as needed. Validation of IRS form W8/W9 provided by client, updating various systems to ensure FATCA compliance. - Responsible for ensuring Deposit IRA accounts are opened accurately and transactions are processed correctly. Ensure proper IRA forms are obtained and IRA client tax forms and/or statements are generated accurately and timely. - Become familiar with all policies and procedures for establishing and maintaining IRA(s) within the bank, such as: Distribution requirements (closures, Rollovers, Required Minimum Distributions, Resolution at death of client); IRS reporting; and Tax Corrections, as needed. - Monitors business activities for compliance w/applicable rules and regulations. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. - Partner with other teams, i.e., Call Center, Bankers helpline, Item Processing, Core Support, Accounting, etc., as needed. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  Disclaimer:  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
2020-10416
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Our Production Associate (Part-Time) program matches working college students with various teams throughout First Republic, and provides the opportunity to learn and perform the following functions:   What you’ll do as a Production Associate: - Order commercial and residential real estate appraisals and other valuation products and tools First Republic uses to support its lending decisions - Perform quality control examinations of appraisals, tools and processes - Assign appraisals - Other tasks as needed
Job ID
2020-10415
City
San Francisco
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 a Residential Closing Administrator, you will be responsible for the accurate and complete preparation of loan closing documentation and timely funding for Single Family 1-4 unit residential loans. You will manage both the closing and funding functions in an environment of constantly changing deadlines without losing the required high level of accuracy and production. You will also make recommendations for job-specific operational improvements, such as efficiency, cost reduction, customer service and risk reduction.   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 a Residential Loan Closing Administrator: - Prepare and review loan closing and funding documentation in an accurate and timely manner for a range of SFR 1-4 loan products: - Modestly complex borrower entities - Detached, condo and co-op property types - Permanent and line of credit purposes - Work with internal business partners at various levels to research and resolve transaction concerns. - Complete prefunding and assist post-closing with any closing errors/corrections as necessary. - 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
2020-10414
Category
Lending
City
New York
State
NY
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
Oakland
State
CA
Position Type
Regular Employee (REG)
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)

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