• Credit Administration Assistant

    ID
    2018-7186
    Job Locations
    US-CA-San Francisco
    Category
    Credit Administration and Approval
  • Overview

    First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.


    We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

     

    The Credit Administrative Assistant is responsible for supporting the day-to-day time management and administrative needs of the Credit Approval & Administration teams and ELC Admin. Routine duties include phone and email support, organization of meetings and events, coordination of calendars, data entry, assisting with loan file flow and approval authority requirements. This position is expected to collaborate with other administrative assistants to support the broader administrative support needs of the executive loan committee and other credit personnel.

    Responsibilities

    Duties and Responsibilities: 

    • Schedule appointments and maintain calendar for ELC including travel arrangements, incoming mail and phone calls.
    • Provide additional administrative support to the Executive Loan Committee.
    • Manage loan approval/file flow with the Executive Loan Committee Admins; including routing loan files for approval, entering approvals into the systems, managing a shared email inbox and prioritizing and completing all inbox requests in a timely manner.
    • Coordinate and set up meetings including gathering and preparing agenda, materials and arranging logistics (e.g., conference room reservation, audio and video connection, ordering refreshments, preparing or creating presentation materials, etc.).
    • Perform general clerical duties including, but not limited to, photocopying, faxing, scanning, mailing, filing, uploading documentation to proper sources including shared networks and/or programs. Utilize FedEx; UPS; and US Postal Service as appropriate.
    • Perform duties & responsibilities specific to department functions & activities and perform other duties & responsibilities as required or assigned by supervisor.
    • Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.

     

    Qualifications

    Skills, Knowledge and Abilities: 

    • Team player
    • Provides extraordinary service
    • Furthers the First Republic Bank culture and values
    • Proficient in Microsoft Suite

    Physical Requirements: 

    • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
    • Vision must be sufficient to read data reports, manuals and computer screens.
    • 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 25-50lbs.

    Workplace Environment:

    • General Office Environment (Administrative)

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