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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A Senior Loan Specialist is responsible for ensuring that all residential and commercial real estate 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 high-quality credit narratives in support of new and existing commercial and multi-family 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. - 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
2022-16344
Category
Banking
City
San Diego
State
CA
Position Type
Regular Employee (REG)
The Training and Development Specialist will facilitate training for banking teams within First Republic's footprint.  This position will involve working in a team to produce and facilitate New Hire curriculum, technical systems training and development programs as needed. This person is responsible for devising, monitoring and reviewing individual and classroom learning plans; producing training materials for in-house sessions; have an understanding of e-learning techniques, and where relevant, be involved in the creation and/or delivery of e-learning modules. The ideal candidate will possess a fun-natured, enthusiastic, and motivational personality, capable of thriving in a fast-paced and dynamic service based environment. The position will require exceptional written and spoken communication skills, interpersonal skills that allow you to work with people at all levels, initiative and the ability to offer new ideas and solutions, good time management to effectively manage training schedules. He/she will report directly to the Deposit University Training Manager.   What you’ll do as a Training and Development Specialist: - Facilitate classroom style training on critical client service, processing, stoft skill, 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 additional training as needed - Monitor participants' knowledge before and after training and provide additional coaching and feedback to management. - Use a variety of instructional methods to ensure maximum delivery effectiveness - Work closely with management to address any identifyed opportunities for improvement - 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. 
Job ID
2022-16342
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential.  The Assistant Product Manager, Treasury Management is responsible for supporting the Product Manager with all facets of Treasury Management products which may include, but is not limited to, Commercial API’s, Reporting Products, Electronic Bill Payment and Presentment (EBPP), Check Outsourcing and Real Time Payments. This role requires strategic thinking and collaboration and will have the individual working with all product managers and sales teams on creative packaging/bundling and offering of tailored solutions to specified verticals to help achieve deposits, interest and non-interest growth income goals. The ideal candidate should also have experience working in an Agile environment. This individual will also assist the Product Manager in the planning and implementation of Treasury Management overall product strategy. This includes, building business cases to explore and pursue new initiatives, go-to-market planning, performing competitive analysis, and analyzing product performance to understand sales growth and performance drivers. Additionally, this role serves as a product offering advocate and spearheads activities necessary to implement new products, and projects with applicable internal and external resources, accomplishing performance goals and objectives. This individual will partner with our training team to develop product trainings for staffs and clients. They will also serve as a subject matter expert, supporting the product manager, for all assigned product offerings. This role partners with cross-enterprise matrixed teams for assigned products, to create and manage business cases, ongoing service levels, and customer experience.   What you’ll do as an Assistant Product Manager, Treasury Management colleague:   Responsibilities - Responsible for support through the full lifecycle of assigned products including development, maintenance, enhancements, and decommissioning. - Support launch, migration, and communications plan for assigned products - Assist in Management of business deposit, payment and reporting products, including P&L management, product strategy and market / competitive analysis. - Assists with research, analysis, design, development and implementation of new products and or modification and enhancements to existing products. - Develop and distribute appropriate communications to stakeholders. Develop and distribute management reporting. - Collaborate with cross-enterprise matrixed teams for assigned products to create and manage user stories, ongoing service levels and customer experience. - Develop user stories, obtain approvals, monitor results and effectiveness of service delivery and perform ongoing analyses as required. - Assist with demos, trainings and client calls as needed
Job ID
2022-16341
Category
Deposit Services
City
New York
State
NY
Position Type
Regular Employee (REG)
You would be responsible for overseeing the loan processing team and 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 effective pipeline management as well as your own production responsibilities which include 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 Team Processing Manager: - Management and development of Loan Processors in the Region - Manage number of loans in pipeline for each processor on team to make sure loans are distributed evenly and to ensure that team Service Level Agreements (SLAs) are met.  - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Process/Underwrite a variety of complex loans including, but not limited to, Construction, Commercial Real Estate, complex entity structures, and unsecured loans. - Train new hires and ensure existing members are cross trained - Schedule bi-weekly meetings with team support to keep abreast of any issues, relay new industry/bank policy changes, or to assess any training opportunities. - Act as first point of escalation for issues that arise. - 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
2022-16325
City
San Diego
State
CA
Position Type
Regular Employee (REG)
The Manager of the Compliance Processing Team has an overall responsibility for ensuring all operational, monitoring, and risk activities for the bank are adhered to and in compliance with regulatory, legal requirements, and tax reporting.   This role must have a broad range of experience in the following areas, year-end tax processing, legal order processing, bankruptcy reporting and correction of monetary errors including interest adjustments.  Ensures the team conducts effective regulatory compliance monitoring activities for excessive transactions, CD early penalty withdrawals, compliance with Regulation O overdraft requirements and GL certification.  Ensure effective completion of unclaimed property, dormant account monitoring, remittance activities for State Bar Associations and escheatment.     Will work well under general supervision, demonstrate good judgment capabilities, provides a high level of client service, and have effective relationships with representatives from various lines of businesses. This manager position will foster a strong team environment with regular client contact, responsible for identifying and resolving issues of moderate complexity.  This position requires strong communication skills and attention to detail.   What you’ll do as a Manager, Regulatory Compliance Processing:   Provides direction and oversight of multiple functional areas, including operational support procedures, legal processes, account escheatment, account corrections, IRAs, legal trust accounts, decedent account processing, UTMA/Coogan, B-Notice processing, W8 FATCA/Backup withholding, Year-End tax reporting, and deposit processing and balancing.   - Communicate with internal and external clients, providing excellent client service and ensuring client relationship is maintained at the highest possible level.  Excellent verbal and written communication skills are required. - Oversee department operational and regulatory policies and procedures to ensure optimum efficiency, effectiveness, and compliance. Direct the operations of Compliance Processing, ensuring the department meets organizational, operations, and service growth plans. - Identify operational process gaps, provide recommendations, and drive implementation of fixes with cross-functional partners. - Acts as a liaison with examiners and auditors to provide reports and requested documentation. - Provide ongoing feedback to improve quality and process efficiencies. - Partner with other teams, i.e., Call Center, Bankers Helpline, Item Processing, Accounting, etc., as needed. - Proven ability to handle pressure, multi-task, and always prioritize work. - Exceptional problem-solving proficiency and great attention to detail. - Contribute to ongoing evolution of risk management policy and procedure. - Perform duties and responsibilities specific to department functions and activities. - Proficient with MS Office software; Outlook, Word, and Excel. - Performs other duties and responsibilities as required or assigned by Manager. - 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
2022-16309
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As part of the Information Services, the Lending Technology Team drives the vision to create an industry leading, client-centric lending technology experience. The team is looking for forward thinking, action-oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions.   This position reports to Director of Lending Technology, leads development, implementation, and support of Lending Technology roadmap. This role has a key responsibility within First Republic to ensure that our client experience maintains the highest standards of the Bank. He/she must be a highly motivated, quality driven Salesforce nCino Developer for the team. This position requires knowledge and experience with nCino and Salesforce ecosystem, Salesforce APIs, Integration with vendors, and Messaging. While strategic thinking and coordination are important elements of this role, this individual will be required to take a very hands-on role with requirements, design, development, testing, deliverable preparation, and other related activities across various IS groups.   What you’ll do as a Senior Salesforce nCino Developer: - Lead end-to-end (conception, development, maintenance, and evolution) implementation of nCino and Salesforce platform solutions. Includes working as an effective liaison between the front office, business units and other technology groups to ensure that client needs are addressed while maintaining alignment to the Lending goals and strategy. - Develop custom nCino and Salesforce applications that are elegant and useful solutions to solve complex business problems by working across various teams, understanding the needs of our customers. - Identify enhancements and work directly with stakeholders to provide solutions. - Collaborate with the architecture group to define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization. - Maintain and enhance workflows and functionality within nCino and Salesforce Lightning. - Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end. - Work with peers to perform Code Reviews to ensure code governance model and adherence to the established development process is followed - Perform ongoing customizations to product features and integrations with other Systems. - Document standard operating procedures for the nCino and Salesforce tech team. - Manage deployments for both metadata and record-based configuration through the Bank’s standard release management and Autorabit too
Job ID
2022-16308
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Software Engineer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develop applications that are highly available, reliable, performant, scalable, maintainable, are well structured, backed by automated tests, and include sufficient comments and documentation - Work independently to implement solutions - Provide technical feedback and reviews to other engineers working on the same project - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications - Perform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on experience in multiple programming paradigms, not limited to Object Oriented
Job ID
2022-16307
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you'll do as a PWM Advisor Onboarding Associate: - Engage with all aspects of PWM and provides excellent exposure to cross-functional department business partners and to Executive Management - Cover the onboarding cycle including recruiting, onboarding, and integration of new teams into PWM while working directly with our Client Service and Transition Management Team to support the growth of our business - Serve as a key point of contact to new wealth management teams throughout their transition and integration into First Republic - Drive the end-to-end client onboarding process to include but not limited to; pre-fill and review new account paperwork, initiate and submit new account and account transfer requests, complete post account setup requirements, conduct a thorough final sign-off to ensure timely and accurate results - Provide disbursement and account maintenance client servicing support to new wealth management teams throughout their transition - Provide direct onsite and remote training support on certain systems, policies, and procedures - Research and respond to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided - Coordinate pre-arrival setup logistics to include but not limited to; order/confirm office supplies and marketing materials are stocked and current; check scanners and time stamps are available, order business and announcement cards, entry badges and parking passes are prepared, office and technology setup is complete, etc. - Provide backup coverage to Client Services when not assigned to a new team onboarding - 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
2022-16305
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as aPWM Client Service Associate: - Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  - 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. - 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.
Job ID
2022-16304
Category
Wealth Management
City
Boca Raton
State
FL
Position Type
Regular Employee (REG)
What you’ll do as aPWM Client Service Associate: - Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  - 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. - 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.
Job ID
2022-16302
Category
Wealth Management
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
2022-16301
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as aPWM Client Service Associate: - Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  - 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. - 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.
Job ID
2022-16297
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as aPWM Client Service Associate: - Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  - 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. - 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.
Job ID
2022-16294
Category
Wealth Management
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
What you’ll do as aPWM Client Service Associate: - Act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  - 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. - 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.
Job ID
2022-16289
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Product Manager for private wealth operations would be responsible for detailed analysis of business problems, developing product needs and working with engineering in an agile model for product execution. The role will require good communication skills and the ability to collaboratively work with different stakeholders within operations and engineering to effectively be able to execute on product vision.   What you'll be doing as a Product Manager: - Work closely with business/operations to document & analyze business problems, recommend solutions and a roadmap - Develop a deep understanding of business needs and how they can be fulfilled by bank/vendor systems - Develop the business case and value proposition for each initiative to support gathering organizational resources for execution while ensuring fit with strategic objectives - Develop, prioritize and drive product backlog with the team - Create and evangelize a product roadmap based on backlog, sizing and capacity - Work effectively with vendors/third parties for applicable products/services - Track reporting requirements and analyze the usage/adoption - Leverage collaboration tools like Jira and Confluence for product requirements and documentation; develop user stories, use cases and/or workflows as applicable - Partner with engineering teams in applicable agile ceremonies including refinement, stand-ups, demos and retrospectives - Participate in validation of delivered features for UAT and Post-Go Live by working closely with engineering and business teams - Socialize features and provide training to technical support teams to support features after launch - Bring the ability to plan and work with little direct supervision effectively in a highly complex, entrepreneurial environment. - Perform duties & responsibilities specific to department functions & activities.
Job ID
2022-16288
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Director, PWM Product Manager for private wealth operations would be responsible for detailed analysis of business problems, developing product needs and working with engineering in an agile model for product execution. The role will require good communication skills and the ability to collaboratively work with different stakeholders within operations and engineering to effectively be able to execute on product vision.   What you'll be doing as a Director, PWM Product Manager: - Work closely with business/operations to document & analyze business problems, recommend solutions and a roadmap - Develop a deep understanding of business needs and how they can be fulfilled by bank/vendor systems - Develop the business case and value proposition for each initiative to support gathering organizational resources for execution while ensuring fit with strategic objectives - Develop, prioritize and drive product backlog with the team - Create and evangelize a product roadmap based on backlog, sizing and capacity - Work effectively with vendors/third parties for applicable products/services - Track reporting requirements and analyze the usage/adoption - Leverage collaboration tools like Jira and Confluence for product requirements and documentation; develop user stories, use cases and/or workflows as applicable - Partner with engineering teams in applicable agile ceremonies including refinement, stand-ups, demos and retrospectives - Participate in validation of delivered features for UAT and Post-Go Live by working closely with engineering and business teams - Socialize features and provide training to technical support teams to support features after launch - Bring the ability to plan and work with little direct supervision effectively in a highly complex, entrepreneurial environment. - Perform duties & responsibilities specific to department functions & activities.
Job ID
2022-16287
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Analyst: - 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. - Responsible for creating and implementing a marketing plan to help increase Bank profitability - Prospect and network to gather profitable client relationships by offering competitive deposit and loan products
Job ID
2022-16284
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Software Engineer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain - Work independently to implement solutions on multiple platform (DEV, QA, UAT , PROD) - Provide technical feedback and reviews to other engineers working on the same project - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications - Perform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on in multiple programming paradigms, not limited to Object Oriented
Job ID
2022-16282
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Data Analyst works with subject matter experts from the project team to: determine data requirements, create functional specifications, craft detailed data flow design documents, and participates in the full development process life-cycle from concept, through testing, to implementation. This includes identifying necessary data, reconciling with the new application and the legacy data sources and ensuring a successful implementation. This will include communicating business term definition, establishing data quality rules, writing and execute data quality checks, researching and analyzing data in support of business functions, process and workflow knowledge and user acceptance testing.   What you’ll do as a Data Analyst: - Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite. - Code and modify SQL/ETL based on dashboard requirements. - Maintain validation of business rules, documentation and distributions to proper stakeholders. - Train and educate co-workers on data analysis and best practices. - Participate in design and delivery of curriculum related to rollout of new reports and dashboards to drive adoption and to enhance business decision-making capability. - Work closely with Product and Business team to understand business requirement and perform data analysis
Job ID
2022-16281
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Relationship Manager Support Specialist is responsible for assisting RM with day to day duties which may include a variety of analytical and customer service oriented tasks.  The position represents a liaison between RM and Private Banking Officers, lending personnel and clients.  Responsibilities include but not limited to preparing pre-approval letters, responding to client inquires, and identifying cross sell opportunities to the RM.   What you’ll do as a Relationship Manager Support Specialist: Support the loan process: - Prepare pre-approval letters - Gather loan documentation on the “needs list”, request missing items from clients - Set up initial loan file and input data into Power Lender - Identify cross sell opportunities to the RMD - Pulls Credit via CBC when applicable  Provide excellent customer service: - Follow-up with clients to ensure loan files proceed in timely fashion - Respond to client inquiries - Follow-up with delinquent clients - Mail out loan applications - Respond to incoming calls Assist with special marketing projects: - Coordinate distribution of marketing mailers - Contact customers to explain new marketing campaign Provide administrative support: - Mail out realtor rate sheets - Prepare cross-selling opportunity reports and distribute as necessary 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
2022-16274
City
New York
State
NY
Position Type
Regular Employee (REG)

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