• Student Loan Refinance Specialist

    Job Locations
    US-CA-San Francisco
  • Overview

    The Student Loan Refinance Specialist is a role created to recognize the unique and significant opportunity that currently exists to expand consumer banking relationships through our student loan refinancing product, the "All In One." The AIO product offers highly competitive rates for individuals to consolidate their student loan debt into one simple monthly payment. Our goal is to build long-term relationships with our AIO clients. Through offering best-in-class products and extraordinary service, the Specialist will help solidy First Republic as the primary bank of our next generation of clients.


    A key goal of the Student Loan Refi Specialist is to identify potential borrowers for the AIO product that are referred to First Republic through social media channels, marketing events, and client referrals. In addition, the Specialist will be responsible for deepening relationships with these borrowers and introducing new clients to Relationship Managers to ensure a seemless client experience. They will also work closely with the Credit Analyst group by ensuring that all AIO loan packages are complete for underwriting.


    This position is housed within the Eagle Lending group at First Republic, which is focused on leveraging technology to attract the next generation of clients to the bank. If you are passionate about sales and providing extraordinary customer service, we would love to hear from you.





    • Identify potential borrowers for the All In One product through referrals from marketing events, social media channels, and client referrals
    • Vetting and completing initial analysis on new applications and ensure complete packages are submitted to the Credit Analyst team for underwriting
    • During the loan application process, the Specialist will act as the liaison between clients, Credit Analysts, and Executive Loan Committee members at First Republic
    • Ensure high quality service and support to Eagle Lending Relationship Managers as needed, for servicing clients
    • Once a client has been approved for an All In One loan, the Specialist will introduce the client to a full-service Relationship Manager to assist the client with any other banking needs to ensure a smooth client transition into First Republic
    • Providing data and reports as well as individual transaction information to Eagle Lending Relationship Managers 
    • Daily client support activities will include: answering general questions on products and procedures, collecting completed paperwork and sending a full loan package for underwriting, following up on missing documents with borrowers as well as answering borrower's questions about their loans upon being funded
    • Provide direct support to Eagle Lending Relationship Managers in deposit and lending activities as well as support efforts at increasing products per client for each Eagle Lending client
    • Ensure that all borrowers are aware of First Republic deposit services, lending products, and wealth management services/products
    • Create and maintain monthly reports to track the frequency of client contact, the services/products successfully offered to each client, and any additional services that can still be offered to each client


    • 2 years of business or private banking experience required
    • Experience with consumer lending highly valued
    • Energetic, Polished, Confident, Outgoing, and Proactive style.
    • Exceptional verbal and written communication skills are a must
    • Strong organizational skills are required along with a high sense of urgency
    • Ability to build relationships with key stakeholders across the bank and a successful track record of servicing clients
    • College degree (BA/BS) required, with a focus on business/finance preferred
    • Passion for extraordinary service



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