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. Youll always feel empowered and valued here.
Incredible teams doing exceptional work, every day
Eagle Lending is responsible for personal lines of credit,professional loan programs, home equity lines of credit and small business loans. We provide high-touch service and customized products designed around our clients needs. From refinancing your student loan debt to buying your first home, our team is leading the way for innovation at First Republic.
See service from a higher perspective
As a Personal Line of Credit Specialist, youll help First Republic pursue a unique and significant opportunity to expand consumer banking relationships through our Personal Line of Credit Product (PLOC). PLOCs allow individualsto consolidate multiple forms of debt into one simple monthly payment, at a highly competitive rate and also take advantage of an open line of credit for limited uses.Our goal is to build and sustain a long-term relationship with clients who begin their experience with First Republic through PLOC. By offering best-in-classproducts and extraordinary service, you will help solidify First Republic as the preferred bank of our next generation of clients.
What youll do as a Personal Line of Credit Specialist:
- Identify potential borrowers for the PLOC product through referrals from marketing events, social media channels and other clients.
- Vet and complete initial analysis on new applications and ensure that complete packages are submitted to the Credit Analyst team for underwriting.
- During the loan application process, act as the liaison between clients, Credit Analysts and Executive Loan Committee members at First Republic.
- Once a client has been approved for a PLOC, introduce the client to a full-service Relationship Manager who can assist the client with any other banking needs and ensure a smooth transition to First Republic.
- Provide high-quality service and support to help Eagle Lending Relationship Managers service clients.
- Deliver daily client support such as answering general questions on products and procedures, collecting completed paperwork and sending a full loan package for underwriting, following up on missing documents with borrowers, and answering borrowers questions about their loans upon being funded.
- Ensure that all borrowers are aware of how First Republic deposit services, lending products, and wealth management services and products can help them achieve their financial goals.
- Maintain Salesforce system for reporting, accountability, and tracking of all activity and behavior with your PLOC pipeline.
You could be a great fit if you have:
- Two years of business or private banking experience
- Two years of inside sales experience
- Experience with consumer lending
- An energetic, polished, confident, outgoing and proactive style
- Exceptional verbal and written communication skills
- Strong organizational skills and a high sense of urgency
- The ability to build relationships withkey stakeholders across the organization and a successful track record of servicing clients
- A bachelors degree (business/finance focus preferred)
- A passion for extraordinary service
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. Youll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability thats 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 Blasioannouncedthat,effective December27, 2021,allprivate sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19toattendwork in the office. ReasonableMedical or Religious Accommodations may be requested if applicable to you.Please view New YorksGuidance on Accommodations for Workersfor more information.
Associated topics: agent, client, guest, inside sales, insurance sales, lead sales agent, life insurance agent, outside sales, sales, sales agent