Commercial Business Senior Generalist, Eagle Lending

Job Locations
US-CA-San Francisco | US-NY-New York


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 Closing team, which offers a variety of consumer and small business loan products. As a Commercial Business Senior Generalist, Eagle Lending, you will work closely with peer Loan Administrators and business partners across Eagle Lending to review entity documents, prepare draft and final loan documents and answer inquiries on the closing process or loan status. You will also have the exciting opportunity to safeguard that strict quality guidelines are met by ensuring the appropriate audit control guidelines are adhered to throughout the loan process as well as that all transactions are processed accurately and in a timely manner.


What you’ll do as a Commercial Business Senior Generalist, Eagle Lending:

  • Working across multiple teams, review term sheets and credit narratives for consistency against loan documents and prior transactions.
  • Review and prepare documentation, including modifications, amendments and renewals, accurately and efficiently for Eagle Lending loan products with a concentration on Professional Loan Program (PLP).
  • Provide support as needed on all Eagle Lending products.
  • Prepare loan packages for funding and booking.
  • Communicate clearly and concisely with Relationship Managers and various departments within the Bank to ensure all requests are processed accurately and in a timely manner.
  • Ensure the successful preparation of various daily, monthly and quarterly reports.
  • Review credit narrative to understand requirements for loan structure, including capital calls and distributions.
  • Define parameters and build templates for each loan.
  • Perform duties and responsibilities specific to department functions and activities or as assigned by manager.
  • 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 required.
  • Must possess 2 or more years of experience in commercial lending or related field.
  • Knowledge of SpringCM, HotDocs, LaserPro or commercial and consumer loan documentation is preferred.
  • Knowledge of nCino, CLO and/or AFS preferred.
  • Must be able to successfully manage projects of a varied and complex nature.
  • Must possess working knowledge of Microsoft Office Suite.
  • 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 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.


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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