Professional Loan Origination Specialist

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 a business group focused on leveraging technology to bring in the next generation of clients to the bank. We offer five different loan products that we believe are phenomenal bridges to build relationships with our clients. The Professional Loan Program team is a key component of the Eagle Lending group at First Republic. 

Duties and Responsibilities

A culture that invests in you
Eagle Lending is looking for an exceptional Professional Loan Origination Specialist. to process individual approved loans, ensuring all required documentation is obtained, the loan file is complete and reconciles with Program terms. Additionally, the Professional Loan Origination Specialist will be responsible for advances, payments and other critical transactions while maintaining and analyzing team reports. We’re looking for a self-starter who is eager to leverage their loan operations experience as part of our fast-growing and fast-paced Professional Loan Program (PLP) Team. The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team.
  
What you'll do as a Professional Loan Origination Specialist:
- Manage assigned professional loan programs, ensuring loan files are complete, accurate, and prepared for booking. Draft borrower loan documentation and send firm/guaranty confirmation emails or adverse action notices when required.
- Manage and execute the initial advance process, determine advance amount based on specific program parameters, obtain required internal approvals.
- Partner with Loan Administration team and other PLP stakeholders to manage the Professional Loan Program inbox, responding to inquiries accurately and within SLA.
- Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc.
- Actively participate in continuous process improvement by generating suggestions and participating in problem solving activities.
- Performs other duties & responsibilities as required or assigned by supervisor

Qualifications

You could be a great fit if you have: 
- BA/BS required with concentration in business or finance preferred.
- 1-2 years’ banking/lending experience preferred.
- Advanced familiarity with Word (mail-merges), Excel (Vlookups/pivot-tables/hot-keys), and MS Access.
- Exceptional communication skills; verbal, written, and interpersonal.
- Analytical mindset with a proven ability to solve problems.
- Flexibility to adapt and able to manage multiple assignments while working independently.
- Excellent organizational and time-management skills with strong attention to detail.
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 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.
 
We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic. 
 
If you are curious to learn more about this opportunity, we'd love to hear from you.
 
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.
 
For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.
 
 

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