Loan Admin Associate
- Full-Time
- San Francisco, CA
- First Republic Bank
- Posted 2 years ago – Accepting applications
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.
ResponsibilitiesWhat you'll do as a Loan Admin Associate:
- Set up new loan files: gather loan documents from clients; prepare completed loan packages for review by Executive Managing Director
- Manage special projects, including drafting thank you letters, maintaining gift inventory, preparing gifts to send to clients, preparing client mailing lists for special events
- Order office supplies, submit work order requests for Castro team
- Handle incoming phone calls for EMD
- Directly interface with team members on Castro team and in associated departments
QualificationsYou could be a great fit if you have:
â?¢ Excellent written and verbal communication skills
â?¢ Exceptional customer service orientation
â?¢ Detail-oriented
â?¢ Adept at Microsoft Office applications
â?¢ Strong organizational skills, including the ability to work independently and meet deadlines
â?¢ Strong work ethic
â?¢ The ability to work in a fast-paced, high-volume environment and manage multiple priorities
â?¢ Team player with a positive, approachable attitude
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.
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.