First Republic Bank

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Client Care Specialist, Lending Services

Client Care Specialist, Lending Services

Job Locations 
US-CA-San Francisco

More information about this job


First Republic Bank is looking for a talented, motivated professional to join our Lending Services team. As a Client Care Loan Team Specialist, you will be responsible for providing an extraordinary level of Loan Team customer service for both the Residential and Commercial lending by responding to any inquiries, requests, and problems in a timely and successful manner. You will utilize your thorough knowledge of First Republic loan products to independently bring most client issues/questions to a satisfactory resolution, escalating service issues/requests when necessary.


Additionally, you will:

  • Assist Bank Loan teams in performing client support, answer questions regarding products, system functionality, etc., providing options and escalating issues when appropriate.
  • Accurately and efficiently processing financial and maintenance transactions to loan accounts.
  • Review loan documents, determine serviceability, and interpret loan terms for verifications.
  • Work with internal business partners at various levels to research and translate account information.
  • Work directly with clients to research items of various complexities while bringing situations to a successful and timely resolution..
  • 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.


  • 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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