First Republic Bank

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Client Care Specialist, Lending Services

Client Care Specialist, Lending Services

ID 
2017-4931
Job Locations 
US-MA-Boston
Category 
Lending

More information about this job

Overview

First Republic Bank is looking for a talented, motivated professional with extraordinary customer service skills to join our Lending Services Client Care team.  As a Lending Services Client Care Specialist, you will be primarily responsible for supporting both the Commercial and Residential lending groups by responding to any inquiries, requests, and problems in a timely and successful manner.  This will be an exciting opportunity to interact and develop relationships with Business Bankers, Relationship Managers, Project Teams, Loan Originations, Eagle Lending, Deposits/Client Service teams, and external clientele.  Utilizing thorough knowledge of all First Republic lending products, you will independently bring most client inquiries to a satisfactory resolution; at times acting as a liaison between customers and various lending groups to resolve more complex requests or issues.

 

You will also own a wide variety of responsibilities including, but not limited to, performing maintenance, advances, payments, reversals, fee waivers, and report monitoring.  You will also have the opportunity to evaluate Loan Servicing policies, practices, and workflows, while partnering with cross-functional First Republic teams in order to actively identify opportunities to collaborate and enhance efficiency.

Responsibilities

Additionally, you will:

 

  • Resolve complex issues using multiple lending systems, and monitor reports.
  • Maintain current knowledge of loan products, services, systems, and processes in order to provide up-to-date and expert client service.
  • Maintain thorough understanding of complex loan functions in order to accurately update departmental processes.
  • Provide guidance to junior staff and perform leadership responsibilities as necessary.
  • Recognize issues that demand escalation, determine the appropriate Bank contact, and act as liaison between the client and relevant group(s) in order to successfully resolve issues.
  • Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor.
  • 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. 

Qualifications

  • High School Diploma required.
  • Must possess at least 2-3 years of experience in loan operations or related field.
  • Must possess strong working knowledge of MS Office.
  • Bachelor's Degree preferred.
  • Knowledge of residential and commercial loan systems and operations a plus.
  • Must be able to provide extraordinary customer service.

  • Proactive individual able to operate efficiently in a fast paced environment.

  • Must be a quick learner and ability to manage multiple priorities.

  • Must be able to quickly forge effective working relationships with a variety of personalities.

  • Excellent verbal and written communication skills.

  • Furthers the First Republic Bank culture and values.

  • Must be able to deal with ambiguous situations.

  • Process and deadline oriented.

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