• Student Loan Refinance Specialist

    Job Locations
    US-CA-San Francisco
  • Overview

    At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here.


    Incredible teams doing exceptional work, every day

    Eagle Lending is responsible for student loan refinancing, professional loan programs, home equity lines of credit and small business loans. We provide high-touch service and customized products designed around our client’s needs. From refinancing your student loan debt to buying your first home, our team is leading the way for innovation at First Republic.


    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 ("SLR") product. The SLR 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 SLR clients. Through offering best-in-class products and extraordinary service, the Specialist will help solidify 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 SLR 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 seamless client experience. They will also work closely with the Credit Analyst group by ensuring that all SLR 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.





    What you'll do as a Student Loan Refinance Specialist:

    • Identify potential borrowers for the Student Loan Refinance 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 Account Executives as needed, for servicing clients
    • Once a client has been approved for an SLR 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 Account Executives
    • 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 Account Executives 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


    What skills you will use:


    If this role sounds like a great fit, you probably have:

    • An energetic, polished, confident, outgoing, and proactive style
    • Strong organizational and interpersonal skills
    • An action-oriented mindset and use great judgement to get stuff done
    • The ability to build relationships with key stakeholders across the bank and a successful track record of servicing clients
    • Passion for extraordinary service

    Required Qualifications:

    • 2 years of business or private banking experience
    • College degree (BA/BS)
    • Exceptional verbal and written communication skills
    • Strong attention to detail

    Nice to have:

    • Experience with consumer lending
    • Business or finance degree

    Own your work and your career — apply now

    Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.


    We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.


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