• Eagle Support Specialist, Commercial Loan Closing

    Job Locations
    US-CA-San Francisco
  • Overview

    First Republic Bank is looking for a talented, motivated lending professional to join our Eagle Lending Servicing Team, which offers a variety of consumer and small business loan products. As an Eagle Support Specialist, you will have an exciting opportunity to hone your strategic planning skills by partnering with our Eagle Lending, Credit, and Commercial Closing/Servicing teams to successfully manage the operational workflow of all loan documentation for our various Eagle loan products. You will also be responsible for processing essential documentation as well as ensuring that all loan transactions are handled accurately and in a timely manner, and updated accordingly in the Bank’s accounting and deposit systems.


    Additionally, you will:

      • Maintain a thorough knowledge of Eagle Loan products, processes, and documentation so as to successfully fund and book new loans.
      • Assist Relationship Managers and Loan Teams with managing their workflow, questions regarding products, functionality, etc., providing options and escalating issues when appropriate.
      • Validate the full and proper execution of loan documentation and fund the loans.
        • Conducting pre-funding audits of executed documents and validating the full and proper execution of loan documentation.
        • Ensuring the satisfaction of funding conditions.
        • Filing UCC-1 financing statements in iLien systems.
      • Accurately process transactions for all Eagle loans, including new loan boarding, modifications, amendments, and renewals.
      • Process initial advance/capital calls, for the Eagle Professional Loan Program as requested.
      • Reviews executed program documentation and understand the deal structure of the Eagle Professional Loan Program so that the loan data is translated accurately into AFS & Appian.
      • Communicate clearly and concisely with Relationship Managers and various departments within the Bank to ensure that all requests are processed accurately and in a timely manner.
      • Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor.
      • Actively review current procedures and processes to further improve efficiencies with workflow by leading initiatives and collaborating with lending tech business partners.
      • 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.


    • Bachelor’s Degree preferred.
    • Must possess 2-3 years of experience in commercial lending or related field.
    • Must possess strong working knowledge of Microsoft Access or other reporting software.
    • Knowledge of CLO and/or AFS origination and servicing software a plus.
    • Knowledge of Excel a plus
    • 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 make sound decisions in ambiguous situations.
    • Must be able to provide extraordinary service and have fun!


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed