• Senior Single Family Loan Specialist

    Job Locations
    Customer Service/Support
  • Overview

    The Loan Specialist will have the opportunity to process and underwrite commercial real estate and single and multi-family residential mortgage loans. This integral team member will work collaboratively with our Relationship Management Team, operational colleagues and will provide exceptional service to our clients.


    • Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level.
    • Review set-up loan files for completeness and identify and missing documentation or potential problems.
    • Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented.
    • Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance.
    • Prepare pre-qualification and/or commitment letters for loan officer review.
    • Cross trains other team members, when applicable.
    • Perform duties & responsibilities specific to department functions & activities.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 


    Skills, Knowlege and Abilities

    • A high school diploma required (college degree preferred).
    • 5+ years' work experience in residential, commercial and/or construction loan processing, and commercial real estate loan underwriting.
    • Basic computer skills are required.
    • Additional work experience with an emphasis on customer service preferred.


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