• Insurance Services Specialist, Collateral Portfolio Monitoring

    Job Locations
    US-CA-San Francisco

    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

    In Lending Services, we document, fund, and service all loans for First Republic. We’re also responsible for servicing investor and collateral loan portfolios, as well as responding to client and loan team inquiries. Lending Services provides operational support in streamlining workflow processes, driving product development, and providing training, lending compliance support, and professional development resources. Additionally, we provide operational risk and internal control oversight, support lending-based systems and vendors, and manage technology projects across First Republic product lines.



    See service from a higher perspective

    As an Insurance Services Specialist, you will work as part of the Collateral Portfolio Monitoring team to ensure that First Republic Bank continues to provide the highest levels of client service by successfully maintaining optimal productivity levels.


    What you’ll do as an Insurance Services Specialist, Collateral Portfolio Monitoring:

    • Respond to client requests accurately and in a timely manner via the team’s shared email inbox and phone line.
    • Investigate accounts where insurance has lapsed and work with relationship managers, insurance agents, clients and third-party servicers to obtain appropriate coverage.
    • Process billings to ensure insurance policies are paid timely and correctly.
    • Prepare manual escrow analysis and ensure accurate account reconciliations.
    • Balance financial transactions and reconcile discrepancies.
    • Review, create and maintain insurance procedures and perform quality control reviews to ensure compliance with regulatory guidelines and the Bank’s standards.


    You could be a great fit if you have:

    • Three to five years of experience in banking or lending, with a strong client service background and experience with the insurance services arena preferred
    • A passion for delivering extraordinary service (and having fun while doing it!)
    • Excellent written and verbal communication skills and the ability to communicate technical concepts in a way that’s easy to understand
    • The ability to work independently and efficiently, with excellent organizational and prioritization skills in order to handle multiple tasks within tight time constraints
    • Strong interpersonal skills and the ability to maintain composure while dealing with challenging clients
    • Working knowledge of Microsoft Office programs, notably Excel, with experience with loan systems such as TotalPlus ML and OnBase preferred

    Job Demands:

    • Must be able to review and analyze data reports and manuals; must be computer proficient.
    • Must be able to communicate effectively via telephone and in person.

    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 hardworking 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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