First Republic Bank

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All In One Associate, Student Loan Refinancing

All In One Associate, Student Loan Refinancing

ID 
2017-4064
Job Locations 
US-NY-New York
Category 
Lending

More information about this job

Overview

About First Republic:

First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.

 

We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

 

About the Role: 

The All In One (AIO) Associate is a role created to recognize the unique and significant opportunity that currently exists to expand consumer banking relationships through our student loan refinancing product, the "All In One." The AIO product offers highly competitive rates for individuals to consolidate their student loan debt into one simple monthly payment. Our goal is to build long-term relationships with our AIO clients. Through offering best-in-class products and extraordinary service, the AIO Associate will help solidy First Republic as the primary bank of our next generation of clients.

 

A key goal of the AIO Associate is to identify potential borrowers for the AIO product that are referred to First Republic through social media channels, marketing events, and client referrals. In addition, the AIO Associate will be responsible for deepening relationships with these borrowers and introducing new clients to Relationship Managers to ensure a seemless client experience. The AIO Associate will also work closely with the Credit Analyst group by ensuring that all AIO loan packages are complete for underwriting.

 

This position is housed within the Eagle Lending group at First Republic, which is focused on leveraging technology to attract the next generation of clients to the bank. To learn more about Eagle Lending's full product suite, please explore the links below:

 

 

 

 

Responsibilities

DUTIES AND RESPONSIBILITIES:

  • Identify potential borrowers for the All In One product through referrals from marketing events, social media channels, and client referrals.
  • Vetting and completing initial analysis on new applications and ensure complete packages are submitted to the Credit Analyst team for underwriting.
  • During the loan application process, the AIO Associate will act as the liaison between clients, Credit Analysts, and Executive Loan Committee members at First Republic. 
  • The AIO Associate will be responsible for ensuring high quality service and will also offer support to Eagle Lending Relationship Managers as needed, for servicing clients.
  • Once a client has been approved for an All In One loan, the AIO Associate will introduce the client to a full-service Relationship Manager to assist the client with any other banking needs to ensure a smooth client transition into First Republic.
  • The AIO Associate will be responsible for providing data and reports as well as individual transaction information to Eagle Lending Relationship Managers. 
  • Daily client support activities will include: delivering paperwork to prospective and exisiting clients, 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 as well as answering borrower's questions about their loans upon being funded.
  • Provide direct support to Eagle Lending Relationship Managers in deposit and lending activities as well as support efforts at increasing products per client for each Eagle Lending client.
  • Ensure that all borrowers are aware of First Republic deposit services, lending products, and wealth management services/products.
  • Create and maintain monthly reports to track the frequency of client contact, the services/products successfully offered to each client, and any additional services that can still be offered to each client.

 

Qualifications

EDUCATION, EXPERIENCE, AND/OR TECHNICAL SKILLS:
Ideal candidate should have:

  • 2 years of business or private banking experience required.
  • Experience with consumer lending highly valued.
  • Energetic, Polished, Confident, Outgoing, and Proactive style. Exceptional verbal and written communication skills are a must.
  • Strong organizational skills are required along with a high sense of urgency.
  • Ability to build relationships with key stakeholders across the bank and a successful track record of servicing clients.
  • College degree (BA/BS) required, with a focus on business/finance preferred.
  • Passion for extraordinary service.

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