Responsible for assisting Relationship Managers and Loan Specialists with day to day duties which may include a variety of analytical and customer service oriented tasks. The position represents a liaison between Relationship Managers and Private Banking Officers, lending personnel and clients.
Support the loan process:
. Prepare pre-approval letters
. Gather loan documentation on the “needs list”, request missing
items from clients
. Set up initial loan file in Power Lender
. Identify cross sell opportunities to the RMD
. Pulls Credit via CBC when applicable
Provide excellent customer service:
. Follow-up with clients to ensure loan files proceed in timely fashion
. Respond to client inquiries
. Follow-up with delinquent clients
. Mail out loan applications
. Respond to incoming calls
Assist with special marketing projects:
. Coordinate distribution of marketing mailers
. Contact customers to explain new marketing campaign
Provide administrative support:
. Mail out realtor rate sheets
. Prepare cross-selling opportunity reports and distribute as necessary
Essential Skills, Bodies of Knowledge and Abilities:
. Strong interpersonal and communication skills
. Excellent computer skills
. Provides extraordinary service.
. Furthers the First Republic Bank culture and values.
Products and Software:
. Strong working knowledge of MS Word / MS Outlook /
MS PowerPoint/ MS Excel.
Education, Experience, Training, or Certifications/Licenses:
. The ability to learn and comprehend basic instructions;
understand the meanings of words and respond effectively; and perform basic arithmetic accurately and
. Vision must be sufficient to read data reports, manuals and
. Hearing must be sufficient to understand a conversation at
a normal volume, including telephone calls and in person.
. Speech must be coherent to clearly convey or exchange information, including the giving and receiving of
assignments and/or directions.
. Position involves sitting most of the time, but may involve
walking or standing for brief periods of time.
. Must be able to travel as position requires.
. May be required to lift up to 15 lbs.