• Loan Specialist Manager

    Job Locations
    US-CA-San Francisco
  • Overview

    As the Loan Specialist Manager, you will lead a team of motivated Loan Specialists to build relationships with borrowers exploring student loan refinance by helping screen for quality, guiding them through our application process, and helping them to secure funding. You are responsible for maintaining excellent customer service while driving and overseeing operational process and efficiency improvements to help us grow.  Each member of our team is passionate about improving our borrower’s financial lives and delivering world-class service.


    • Manage individual and team performance to achieve growth targets: you will employ a metrics-driven and methodical approach to increase results, while employing an innovative and thoughtful team-based approach to unlock results.
    • Empower employees:  you will delegate responsibility, support accountability, and provide timely & regular feedback.
    • Coach, mentor, and develop staff:  you will lead new employee on-boarding and growth planning.  Coach and develop your existing team to achieve peak performance and professional success.
    • Hiring:  you will recruit, interview, and hire additional team members to meet capacity needs and scale our business.
    • Collaborate to develop, implement, and improve processes and systems:  you work with your team, as well as cross-functional colleagues, to understand and enhance our existing borrower-facing products & services to enable a more efficient and best-in-class borrower experience.
    • Establish forecasts and reporting functionality:  you will partner cross-functionally to build performance forecasts & reporting to measure the success of your team’s effort and initiatives.  Prepare & maintain department & management reports to track strategic goal accomplishment.
    • Maintain transparent communication:  communicate necessary & critical information through team-wide meetings, one-on-one meetings, and other appropriate conversations
    • Foster a workplace culture that is consistent with our values.  Champion diversity and working effectively together to enable each employee and your unit to succeed.


    • 4-8 years of relevant work experience managing a high performing sales or customer success team required
    • Passion for motivating a team while balancing two distinct priorities: 1) delivering a best-in-class customer experience and 2) achieving aggressive growth targets
    • Excitement for creating better processes and experimenting with new approaches to improve efficiency and productivity of your team
    • High level of energy, positivity, and enthusiasm for sales management and First Republic Bank
    • Interest in financial services and how it can be improved
    • Exceptional interpersonal skills: outgoing, self-aware, and empathetic
    • Metrics driven and analytical approach to identifying problems and solving them
    • Excitement to manage and grow in one of the most exciting and fastest growing industries around
    • Identification with our mission to provide world-class service
    • Alignment with our core values: Provide Extraordinary Service, Think Positively, Move Forward Move Fast, Respect the Team, Take Responsibility, Grow, Do the Right Thing, Have Fun!


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