Commercial Loan Servicing Specialist, Eagle Lending

Job Locations
US-CA-San Francisco


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 Lending Services, we document, fund, and service all loans for First Republic. We’re also responsible for servicing investor and collateral loan portfolios, as well as responding to client and loan team inquiries. Lending Services provides operational support in streamlining workflow processes, driving product development, and providing training, lending compliance support, and professional development resources. Additionally, we provide operational risk and internal control oversight, support lending-based systems and vendors, and manage technology projects across First Republic product lines.


Lending Services is looking for a talented, motivated lending professional to join our Eagle Lending Servicing Team, which offers a variety of consumer, fund investment and small business loan products. As an Eagle Loan Servicing Specialist, you will have an exciting opportunity to hone your strategic planning skills by partnering with our Eagle Lending, Credit, and Commercial Closing/Servicing teams to successfully manage the operational workflow of all new loan bookings and modifications for our various Eagle loan products.  You will also be responsible for processing essential loan documentation as well as ensuring that all loan transactions are handled accurately and in a timely manner, and updated accordingly in the Bank’s accounting and deposit systems.


What you will do as a Commercial Loan Servicing Specialist, Eagle Lending:

  • Maintain a thorough knowledge of Eagle Loan products, processes, and documentation to successfully fund and book new loans
  • Accurately process transactions for all Eagle loans, including new loan boarding, modifications, amendments, and renewals
  • Validate all servicing conditions and loan terms are met prior to boarding and funding loans
  • Assist Eagle Loan Teams with managing their workflow, questions regarding products, functionality, etc., providing servicing solutions and escalating issues when appropriate
  • Process initial advances with new loan bookings
  • Review Eagle Professional Loan Program documentation to determine the terms and conditions related to each program in order to ensure the loan data is translated accurately into the loan systems
  • Communicate clearly and concisely with Relationship Managers and various departments within the Bank to ensure that all requests are processed accurately and in a timely manner
  • Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor
  • Actively review current procedures and processes to further improve efficiencies with workflow by leading initiatives and collaborating with lending tech business partners
  • 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:

  • Bachelor’s Degree preferred
  • Must possess 2-3 years of experience in commercial lending or related field
  • Knowledge of Microsoft Access or other reporting software a plus
  • Knowledge of CLO and/or AFS origination and servicing software a plus
  • Knowledge of Excel a plus
  • Must possess strong analytical, process, and people skills
  • Must possess excellent oral and written communication skills
  • Must possess the ability to work proactively and operate accurately and efficiently in a fast-paced environment with variable deadlines
  • Must possess demonstrated organizational skills and a strong attention to detail
  • Must be able to make sound decisions in ambiguous situations
  • Must be able to provide extraordinary service and have fun!

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.


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.


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