First Republic Bank

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here. Incredible teams doing exceptional work, every day Eagle Lending is responsible for debt refinancing, professional loan programs, home equity lines of credit and small business loans. We provide high-touch service and customized products designed around our client's needs. From refinancing your debt to buying your first home, our team is leading the way for innovation at First Republic. The Pr ofes sional Loan Program (PLP) Loan Administrator will process and prepare individual approved loans for booking and funding, in addition to assisting the Credit Analysts and Eagle Lending Account Executives in the ongoing support of borrower-level loans. The ideal candidate will have one to two years of banking/lending experience. Due to the complexity of the transactions, attention to detail is important. What you'll do as a Loan Administrator: Assist with the Eagle loan portfolio by ensuring loan files are complete, accurate, and prepared for booking Assist team with creating loan addendums and firm/guaranty confirmation emails Assist team with initial advances, transfers, wires, and payoffs Assist team lead with due diligence for departure and other types of modifications Field questions from the Professional Loan Program inbox Produce monthly and quarterly balance reports Ensure that all documentation required for the file is obtained and file is complete Process adverse action decisions by contacting the referring officer, which may also include communication with a client, preparing notices and mailing as required Communicate with the sales force (Eagle AEs, Relationship Managers, Preferred Bankers, and Preferred Banking Offices), Credit, Credit Administration, Commercial Loan Operations, Legal and Deposits on new requests and existing facilities Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient Perform duties & responsibilities specific to department functions & activities Performs other duties & responsibilities as required or assigned by supervisor You could be a great fit if you have: Exceptional verbal, written, and interpersonal skills, as well as analytical and problem-solving skills, coupled with enthusiasm and energetic approach to getting job done. Polish and self-assurance, coupled with the ability to work effectively and flexibly in a team environment, while assuming individual responsibility as well as ability to adjust priorities quickly. BA/BS required with concentration in business or finance preferred. 1-2 years' banking/lending experience preferred. Advanced familiarity with Word, Excel, and MS Access Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person . Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here. Incredible teams doing exceptional work, every day Eagle Lending is responsible for debt refinancing, professional loan programs, home equity lines of credit and small business loans. We provide high-touch service and customized products designed around our client's needs. From refinancing your debt to buying your first home, our team is leading the way for innovation at First Republic. The Pr ofes sional Loan Program (PLP) Loan Administrator will process and prepare individual approved loans for booking and funding, in addition to assisting the Credit Analysts and Eagle Lending Account Executives in the ongoing support of borrower-level loans. The ideal candidate will have one to two years of banking/lending experience. Due to the complexity of the transactions, attention to detail is important. What you'll do as a Loan Administrator: Assist with the Eagle loan portfolio by ensuring loan files are complete, accurate, and prepared for booking Assist team with creating loan addendums and firm/guaranty confirmation emails Assist team with initial advances, transfers, wires, and payoffs Assist team lead with due diligence for departure and other types of modifications Field questions from the Professional Loan Program inbox Produce monthly and quarterly balance reports Ensure that all documentation required for the file is obtained and file is complete Process adverse action decisions by contacting the referring officer, which may also include communication with a client, preparing notices and mailing as required Communicate with the sales force (Eagle AEs, Relationship Managers, Preferred Bankers, and Preferred Banking Offices), Credit, Credit Administration, Commercial Loan Operations, Legal and Deposits on new requests and existing facilities Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient Perform duties & responsibilities specific to department functions & activities Performs other duties & responsibilities as required or assigned by supervisor You could be a great fit if you have: Exceptional verbal, written, and interpersonal skills, as well as analytical and problem-solving skills, coupled with enthusiasm and energetic approach to getting job done. Polish and self-assurance, coupled with the ability to work effectively and flexibly in a team environment, while assuming individual responsibility as well as ability to adjust priorities quickly. BA/BS required with concentration in business or finance preferred. 1-2 years' banking/lending experience preferred. Advanced familiarity with Word, Excel, and MS Access Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person . Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued at First Republic. Incredible teams doing exceptional work, every day. In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients. See service from a higher perspective. As a Senior Commercial Loan Specialist, you'll be responsible for overseeing all stages in the Commercial Real Estate loan process, from initial qualification to loan funding. Ensure that all multi-family, commercial, mixed-use, unsecured loans, loan renewals, extensions and modifications are analyzed, underwritten, and processed in a timely manner while achieving a high level of customer service. Responsibilities primarily focus on processing and underwriting commercial real estate but may include analysis of other loan types including but not limited to unsecured lines, stock secured loans, and complex residential loans. What you'll do as a Senior Commercial Loan Specialist: Write loan narrative workbooks which include the analysis of client financials and a variety of income property including but not limited to multi-family, commercial, and mixed-use properties. The underwriting entails analyzing and summarizing appraisals, rent rolls, leases, and property cash flow to evaluate operating performance, trends, and risks. It also entails analyzing borrower tax returns (business and personal returns), financial statements, real estate schedules, liquidity positions, financial ratios, recurring sources of cash flow, and client ability to service debt. Size and qualify loans for approval and present deals to Executive Loan Committee (ELC). Collaborate with Relationship Managers (RMs), Client Service Specialists (CS), ELC, and clients to help determine loan structure, loan amounts, and products. Organize all financial documentation and compile/review loan files for completeness, identify missing documentation, and generate needs lists for clients and RMs. Identify and report to RMs any risks related to loan collateral and/or client financial state. Complete basic loan processing, such as opening escrow and title, ordering appraisals and environmental reports, entering loans on the system and locking interest rates. Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings. Update Maturity Report and Assist Loan Monitoring Group with collecting any financial information needed for financial covenants. Manage constant deal flow and prioritize to ensure loans close on time with high degree of accuracy in a deadline-oriented environment. Analyze each loan file, ensuring the narrative workbook/credit memo, appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. Work positively and proactively with all members of the team. Cross trains other team members, when applicable. Perform duties & responsibilities specific to department functions & activities. Performs other duties & responsibilities as required or assigned by supervisor. Responsibilities include the following: 1) adhering to and complying with 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. You could be a great fit if you have: College degree preferred. Must have 5 years' experience in CRE/multi-family/mixed-use underwriting Extensive experience in underwriting multi-family, mixed-use and commercial real estate loans. Advanced analytical skills, with a focus on underwriting commercial real estate and client financial data. Familiarity with commercial real estate appraisals. Ability to multi-task and work in fast paced/deadline oriented environment. Strong attention to detail and organization skills with the ability to self-manage time and work flow to meet deadlines. Effective written and oral communication skills Expert knowledge of financial statement spreading, including proficiency in preparing pro-forma statements in Microsoft Excel, Moody's or equivalent financial analysis software. Extensive knowledge of commercial credit and lending concepts, practices and regulations. Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person . Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

Overview At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here. Incredible teams doing exceptional work, every day Eagle Lending is responsible for student loan refinancing, professional loan programs, home equity lines of credit and small business loans. We provide high-touch service and customized products designed around our client's needs. From refinancing your student loan debt to buying your first home, our team is leading the way for innovation at First Republic. Duties and Responsibilities The Eagle Lending Marketing team is responsible for acquiring the next generation of First Republic clients via strategic loan products to support business goals. In this role, you will own the overall management and execution of the customer marketing program for Eagle Lending, with a particular emphasis on net-new acquisition via client referrals. You will have demonstrated leadership competencies, and work closely with internal and external business partners in service of enabling First Republic's clients to share their experiences and encourage others to experience the First Republic difference. You will work closely with marketing colleagues and other internal teams to deliver the next phase(s) of customer marketing for Eagle. Additionally, you will have demonstrated experience with, and an understanding of digital marketing best practices to support a high touch business model. In this role you will work closely with the strategy and business operations team, the corporate marketing team and others and will serve as the voice of the client and next generation client expert on behalf of the Eagle Lending organization. What you'll do as a Senior Manager, Client Marketing and Referrals: Reporting to the Director of Marketing, Eagle Lending, the Customer Marketing Manager, Referrals is responsible for all aspects of the marketing that occurs post-loan booking in the first year of new-client acquisition. This role focuses on client surprise and delight and net-new client acquisition through the referral marketing. You are responsible for all customer marketing programming and campaigns, and own the metrics that demonstrate impact for clients and the business. You will be responsible for the strategy and execution of customer marketing programs, including onboarding, client testimonials and referral campaigns. You will establish and maintain communication channels to educate customers on core product usage and expansionary use cases, referral offers while continuing to develop customer insights to continually optimize and refine customer marketing programming. You will play a role in customer retention, in partnership with corporate marketing. To be successful in this role, you will need to invest in knowing our clients and our products. You must be a creative problem solver grounded in data-driven decision making and partner well with content creators and creatives communicating out how content and creative impacts clients and the business. With an NPS of 80 as the lead bank, First Republic Bank's clients are deeply appreciative of the service experience which translates to a massive opportunity for a client-centric marketer! Responsibilities: Create integrated client marketing campaigns to drive referral program awareness and product education through client testimonials and other stories to generate referrals, as measured by leads and booked loans attributed to client referrals Ensure customer messaging and positioning aligns with brand and retention goals Identify and track key, measurable metrics (# of referrals, churn, etc.) for lifecycle programs Forge strong relationships with client advocates and build out testimonials and client quotes in partnership with corporate marketing Evolve Eagle Lending's client advocacy program to mobilize and transform clients into brand and product ambassadors Create and execute on client marketing calendars and programs, focusing on post-sale marketing activities to feed the acquisition funnel Share and socialize client marketing program wins with excitement and energy Optimize the client referral lead generation program, through experimentation, measurement and analysis Be the voice of the client within Eagle Lending Marketing and Eagle Lending more broadly Develop the customer marketing playbook with operational processes and monthly, quarterly KPIs Provide marketing perspective and input on adjacent teams and systems along the customer journey, including customer insights, sales strategy / biz ops, and marketing automation Work cross-departmentally and cross-functionally with corporate marketing, product, sales, and enterprise data & client insights Other duties as assigned Qualifications You could be a great fit if you have: The drive to be helpful. Be collaborative. Be a leader. Hands-on Marketo experience required. Experience building a marketing program acquisition funnel and optimization strategy required. Minimum 5+ years of hands-on customer marketing program leadership experience and 10+ years of marketing experience, demonstrating increasing impact and responsibility required. 5+ years of customer marketing program leadership preferred. Superior problem solving, analytical and decision-making skills. Ability to interpret data and trends, diagnose problems and formulate effective action plans to resolve issues. Excellent written and verbal communication skills. Ability to communicate to internal customers, vendors, business and technical stakeholders. Comfortable communicating with senior leadership. Agency, regulated industry and / or start-up experience preferred. Experience in a test-and-learn approach and working with cross functional teams. Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person. Must be able to travel as position requires. Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

Overview At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here. Incredible teams doing exceptional work, every day Eagle Lending is responsible for student loan refinancing, professional loan programs, home equity lines of credit and small business loans. We provide high-touch service and customized products designed around our client's needs. From refinancing your student loan debt to buying your first home, our team is leading the way for innovation at First Republic. Duties and Responsibilities The Eagle Lending Marketing team is responsible for acquiring the next generation of First Republic clients via strategic loan products to support business goals. In this role, you will own the overall management and execution of the customer marketing program for Eagle Lending, with a particular emphasis on net-new acquisition via client referrals. You will have demonstrated leadership competencies, and work closely with internal and external business partners in service of enabling First Republic's clients to share their experiences and encourage others to experience the First Republic difference. You will work closely with marketing colleagues and other internal teams to deliver the next phase(s) of customer marketing for Eagle. Additionally, you will have demonstrated experience with, and an understanding of digital marketing best practices to support a high touch business model. In this role you will work closely with the strategy and business operations team, the corporate marketing team and others and will serve as the voice of the client and next generation client expert on behalf of the Eagle Lending organization. What you'll do as a Senior Manager, Client Marketing and Referrals: Reporting to the Director of Marketing, Eagle Lending, the Customer Marketing Manager, Referrals is responsible for all aspects of the marketing that occurs post-loan booking in the first year of new-client acquisition. This role focuses on client surprise and delight and net-new client acquisition through the referral marketing. You are responsible for all customer marketing programming and campaigns, and own the metrics that demonstrate impact for clients and the business. You will be responsible for the strategy and execution of customer marketing programs, including onboarding, client testimonials and referral campaigns. You will establish and maintain communication channels to educate customers on core product usage and expansionary use cases, referral offers while continuing to develop customer insights to continually optimize and refine customer marketing programming. You will play a role in customer retention, in partnership with corporate marketing. To be successful in this role, you will need to invest in knowing our clients and our products. You must be a creative problem solver grounded in data-driven decision making and partner well with content creators and creatives communicating out how content and creative impacts clients and the business. With an NPS of 80 as the lead bank, First Republic Bank's clients are deeply appreciative of the service experience which translates to a massive opportunity for a client-centric marketer! Responsibilities: Create integrated client marketing campaigns to drive referral program awareness and product education through client testimonials and other stories to generate referrals, as measured by leads and booked loans attributed to client referrals Ensure customer messaging and positioning aligns with brand and retention goals Identify and track key, measurable metrics (# of referrals, churn, etc.) for lifecycle programs Forge strong relationships with client advocates and build out testimonials and client quotes in partnership with corporate marketing Evolve Eagle Lending's client advocacy program to mobilize and transform clients into brand and product ambassadors Create and execute on client marketing calendars and programs, focusing on post-sale marketing activities to feed the acquisition funnel Share and socialize client marketing program wins with excitement and energy Optimize the client referral lead generation program, through experimentation, measurement and analysis Be the voice of the client within Eagle Lending Marketing and Eagle Lending more broadly Develop the customer marketing playbook with operational processes and monthly, quarterly KPIs Provide marketing perspective and input on adjacent teams and systems along the customer journey, including customer insights, sales strategy / biz ops, and marketing automation Work cross-departmentally and cross-functionally with corporate marketing, product, sales, and enterprise data & client insights Other duties as assigned Qualifications You could be a great fit if you have: The drive to be helpful. Be collaborative. Be a leader. Hands-on Marketo experience required. Experience building a marketing program acquisition funnel and optimization strategy required. Minimum 5+ years of hands-on customer marketing program leadership experience and 10+ years of marketing experience, demonstrating increasing impact and responsibility required. 5+ years of customer marketing program leadership preferred. Superior problem solving, analytical and decision-making skills. Ability to interpret data and trends, diagnose problems and formulate effective action plans to resolve issues. Excellent written and verbal communication skills. Ability to communicate to internal customers, vendors, business and technical stakeholders. Comfortable communicating with senior leadership. Agency, regulated industry and / or start-up experience preferred. Experience in a test-and-learn approach and working with cross functional teams. Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person. Must be able to travel as position requires. Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

Overview At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here. Incredible teams doing exceptional work, every day First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients' unique needs and support them throughout a lifetime of financial goals. Duties and Responsibilities Common goals, uncommon potential: As a Client Relationship Analyst, ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for research, diligence, experience in project management and impeccable organizational skills. Duties and Responsibilities: - Identify potential client opportunities from the Wealth Managers' extensive networks, generating new leads and uncovering high-value opportunities. This process includes, but is not limited to, the valuation of deal size based on revenues and multiples, pulling from an extensive list of resources, and qualifying the individual to determine how much they individually are receiving from the transaction. Research and gather business intelligence about prospective clients and trends in investment opportunities. Participate in weekly research calls. - Prepare and send e-mails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team. Support Practice Management in all aspects of the sales cycle and oversee the potential client pipeline list. - Prepare ad-hoc market environment and investment research. Establish and maintain the new business outreach process. Determine the most efficient research vessels, and work with the Wealth Managers to implement them into the New Business strategy. Participate in internal research projects and special client assignments as needed. - Maintain the New Business process on a daily basis, using the host of research tools that they determine most useful to their position (Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit analysis, Hoovers, CRB, FRB contacts, IB contacts). - Construct and rebalance client portfolios. Must be able to propose and implement asset allocation and changes to clients without supervision. - Attend meetings and review portfolio activity and performance reports with clients. - Research and reconcile performance returns not in line with benchmarks. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Proactively construct and implement recommendations and projects that will enhance operations, optimize automation, and increase the number of new meetings with prospective clients as well as improve team efficiency in day to day functions. - Assist Wealth Managers in completing requests for proposals, including gathering data and working closely with the research, marketing and compliance teams for a timely delivery. Prepare targeted presentations that effectively communicate the team's relevant experience and articulate our added value. Ability to understand marketing materials and differentiate between what is appropriate for the client needs. - Responsible for various reporting including weekly (cash balance, performance, asset allocation), quarterly (Client Statements, Performance, IPS), annual, and ad-hoc requests. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Performs 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. Qualifications You could be a great fit if you have: - 3+ years of related experience - BS/BA degree in Business, Finance or related field, or equivalent experience - Series 7 and 66 Licenses, Insurance licenses - Professional designation such as a CFP, CFA, CIMA, CRPC, or ability to obtain within 12 months - Strong analytical skills with the ability to synthesize information - Ability to demonstrate knowledge and understanding of investment principles, strategies, policies, and regulations applicable to the Investment Management industry - Strong presentation skills; comfortable speaking in front of clients and potential clients - Proven self-starter with the ability to think and work autonomously - Comfortable cold calling and prospecting new clients. - Effective team management and prioritization capabilities - Team player willing to help and learn from others - Excellent written and verbal skills with careful attention to detail - Proficient in Microsoft office applications with an intermediate to expert skill level in Excel and PPT Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, we believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued at First Republic. Incredible teams doing exceptional work, every day. In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients. See service from a higher perspective. As a Senior Commercial Loan Specialist, you'll be responsible for overseeing all stages in the Commercial Real Estate loan process, from initial qualification to loan funding. Ensure that all multi-family, commercial, mixed-use, unsecured loans, loan renewals, extensions and modifications are analyzed, underwritten, and processed in a timely manner while achieving a high level of customer service. Responsibilities primarily focus on processing and underwriting commercial real estate but may include analysis of other loan types including but not limited to unsecured lines, stock secured loans, and complex residential loans. What you'll do as a Senior Commercial Loan Specialist: Write loan narrative workbooks which include the analysis of client financials and a variety of income property including but not limited to multi-family, commercial, and mixed-use properties. The underwriting entails analyzing and summarizing appraisals, rent rolls, leases, and property cash flow to evaluate operating performance, trends, and risks. It also entails analyzing borrower tax returns (business and personal returns), financial statements, real estate schedules, liquidity positions, financial ratios, recurring sources of cash flow, and client ability to service debt. Size and qualify loans for approval and present deals to Executive Loan Committee (ELC). Collaborate with Relationship Managers (RMs), Client Service Specialists (CS), ELC, and clients to help determine loan structure, loan amounts, and products. Organize all financial documentation and compile/review loan files for completeness, identify missing documentation, and generate needs lists for clients and RMs. Identify and report to RMs any risks related to loan collateral and/or client financial state. Complete basic loan processing, such as opening escrow and title, ordering appraisals and environmental reports, entering loans on the system and locking interest rates. Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings. Update Maturity Report and Assist Loan Monitoring Group with collecting any financial information needed for financial covenants. Manage constant deal flow and prioritize to ensure loans close on time with high degree of accuracy in a deadline-oriented environment. Analyze each loan file, ensuring the narrative workbook/credit memo, appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. Work positively and proactively with all members of the team. Cross trains other team members, when applicable. Perform duties & responsibilities specific to department functions & activities. Performs other duties & responsibilities as required or assigned by supervisor. Responsibilities include the following: 1) adhering to and complying with 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. You could be a great fit if you have: College degree preferred. Must have 5 years' experience in CRE/multi-family/mixed-use underwriting Extensive experience in underwriting multi-family, mixed-use and commercial real estate loans. Advanced analytical skills, with a focus on underwriting commercial real estate and client financial data. Familiarity with commercial real estate appraisals. Ability to multi-task and work in fast paced/deadline oriented environment. Strong attention to detail and organization skills with the ability to self-manage time and work flow to meet deadlines. Effective written and oral communication skills Expert knowledge of financial statement spreading, including proficiency in preparing pro-forma statements in Microsoft Excel, Moody's or equivalent financial analysis software. Extensive knowledge of commercial credit and lending concepts, practices and regulations. Job Demands: Must be able to review and analyze data reports and manuals; must be computer proficient. Must be able to communicate effectively via telephone and in person . Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

Description At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here. Incredible teams doing exceptional work, every day. In Human Resources, we are committed to growing and protecting First Republic and its culture by attracting, retaining and supporting our most valuable resource: people. Providing our colleagues with extraordinary service is our commitment; their success is our reward. Responsibilities An encouraging culture that invests in you. TheSeniorRecruiter will be responsible for executing full cycle searches for Private Wealth Management as well as other areas. You will have full ownership of search execution including sourcing, assessing and recruiting top talent to First Republic. Specifically, you will be responsible for client engagement and relationship management, search strategy and execution, candidate pipelining and offer negotiations and reference checking. What you'll do as a Recruiter: - Develop and maintain strong working relationships with internal client groups, stakeholders, candidates and external agency partners while serving as a spokesperson and advocate for First Republic Bank. - Actively participate in search meetings and discussions with hiring managers. Provide market insights. - Work closely and cross-functionally with hiring managers to: assess recruiting needs, understand job requirements, and develop job descriptions for each position; and tailor/refine recruitment process as-needed. - Market Research and Mapping. Surface candidates and develop networks of people and processes to support a strong pipeline of qualified candidates. - Conduct initial screen with networking prospects, referrals, applications, and passive candidates. Build pipelines of qualified, high-caliber candidates using creative and effective sourcing strategies. - Engage, contact, and manage candidate experience throughout recruitment process. - Contribute to projects on an ad hoc basis. Qualifications You could be a great fit if you have: - BA/BS experience preferred. - 5+ years' experience recruiting for all levels of an organization, from entry-level to executive positions. - Experience recruiting for financial services, with a focus on investment management strongly preferred - Strong ability to source passive candidates and experience building candidate pipelines. - Experience working with applicant tracking and CRM systems. - Experience partnering with hiring managers and team members throughout the hiring process. - Very high sense of urgency, ability to multi-task and wear many hats on a daily basis. - Outstanding verbal and written communications skills Intellectual horsepower combined with the ability to listen, understand, analyze, synthesize and propose solutions. - Creativity in solving issues to ensure a win-win. - Strong follow through and customer service orientation. - Track record of building strong, consultative relationships with senior executives. Job Demands: - Must be able to review and analyze data reports and manuals; must be computer proficient. - Must be able to communicate effectively via telephone and in person. Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability - that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

Description At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here. Incredible teams doing exceptional work, every day. In Human Resources, we are committed to growing and protecting First Republic and its culture by attracting, retaining and supporting our most valuable resource: people. Providing our colleagues with extraordinary service is our commitment; their success is our reward. Responsibilities An encouraging culture that invests in you. TheSeniorCampus Recruiter will be responsible for partner with the Talent Acquisition team to build upon the Campus Recruiting program at First Republic. They will serve as a brand ambassador and hands on recruiter in attracting the best talent with a focus on diversity. What you'll do as a Senior Campus Recruiter: - Build and manage long-term relationships with core university professors, career centers, and student organizations - Manage campus resume drops, super-day interviews, and offer deadlines for multiple universities - Coordinate and attend on-campus information sessions with core team members from the business - Manage the hiring process for all interns - Oversee recruiting coordinators and the scheduling of on-campus first round super-day interviews as well as final round interviews - Actively participate in recruiting strategy discussion meetings with hiring managers. Provide market insights. - Work closely and cross-functionally with hiring managers to: assess recruiting needs, understand job requirements, and develop job descriptions for each position; and tailor/refine recruitment process as-needed. - Engage, contact, and manage candidate experience throughout recruitment process. - Contribute to projects on an ad hoc basis. Qualifications You could be a great fit if you have: - BA/BS experience preferred. - 5+ years' experience campus recruiting. - Experience partnering with hiring managers and team members throughout the hiring process. - Very high sense of urgency, ability to multi-task and wear many hats on a daily basis. - Outstanding verbal and written communications skills Intellectual horsepower combined with the ability to listen, understand, analyze, synthesize and propose solutions. - Creativity in solving issues to ensure a win-win. - Strong follow through and customer service orientation. - Track record of building strong, consultative relationships with senior executives. Job Demands: - Must be able to review and analyze data reports and manuals; must be computer proficient. - Must be able to communicate effectively via telephone and in person. Own your work and your career - apply now Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability - that's the First Republic way. Come join us! This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship. First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

Description At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here. Incredible teams doing exceptional work, every day First Republic Private Wealth Management is comprised of investment management, brokerage, trust, financial planning and insurance professionals. We offer customized wealth management solutions for our clients from a wide array of services including comprehensive investment management, financial planning, estate planning, trust services, endowment management and more. Our goal is to understand our clients' unique needs and support them throughout a lifetime of financial goals. Responsibilities The PWM Operational Risk Associate will have the opportunity to learn all aspects of the Private Wealth Management ("PWM") business by working with the PWM Risk Manager to identify operational risk across key business areas of PWM and performing first-line control testing. The PWM Operational Risk Associate will work independently or with the PWM Risk Manager to complete the scheduled testing of controls identified through the Enterprise Risk Management's Risk Control Assessment ("RCSA") Process. This role will effectively communicate control deficiencies and assist with other assignments as they arise. This role is vital to the ongoing success of PWM's ERM operation, which in turn is increasingly important to internal and external auditors and examiners. This role has to independently assess the Risk Controls identified as part of ERM's Risk Control Assessment Process; independently determine a testing course of action; establish the parameters of the testing; conduct testing; assess and judge the effectiveness of the control; and implement solutions and courses of action to address any gaps identified. Finally, this role will require reassessment of the remediation plan to ensure ongoing effectiveness to close any gap. This role will conduct specialized work requiring training and knowledge of Enterprise Risk Management techniques and models. What you'll do as a PWM Operational Risk Associate: - Perform RCSA control validation and provide judgement as to the design and operating effectiveness of each control - Work with Business Leads to identify remedial actions for identified control deficiencies - Communicate identified control deficiencies to the PWM Risk Manager - Record control validation in Archer (ERM risk platform) - Track business line corrective action plans and validate the completion of each remediation solution - Continuously work to identify opportunities to enhance PWM's control environment - Participate in special projects as assigned Qualifications You could be a great fit if you have: - Positive attitude towards risk management - An analytical and inquisitive mindset - Ability to work cross-functionally and dynamically - Good understanding of risks and controls in private wealth management business processes - The ability to quickly develop rapport with business process owners and second line of defense partner Job Demands: - Background in Private Wealth Management is essential, preferably with both advisory and brokerage business experience - 2-5 years' experience in control testing - Excellent communication skills; must demonstrate proficiency in report writing - Proficient in Microsoft Suite products; Visio experience a plus - Bachelor's Degree or higher Own your work and your career - apply now Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us. We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability - that's the First Republic way. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.