• Loan Administrator

    Job Locations
    US-CA-San Francisco
  • Overview

    About PLP & Eagle Lending:


    Eagle Lending is a business group focused on leveraging technology to bring in the next generation of clients to the bank. We offer five different loan products that we believe are phenomenal bridges to build relationships with our clients. The Professional Loan Program team is a key component of the Eagle Lending group at First Republic. 


    First Republic has a long history of partnering closely with the Private Equity and Venture Capital industries, and the Professional Loan Program (PLP), plays a pivotal role in deepening our ability to serve our client firms and their needs. Through the Professional Loan Program, we offer tailored loan programs to enable employees of our PE and VC firm clients to personally co-invest into the funds being raised by their firms. Another component of PLP is offering loans or lines of credit to prospective partners at professional service firms, to finance their partnership equity purchases. 


    About the Role:

    The Professional Loan Program (PLP) Loan Administrator will process and prepare individual approved loans for booking and funding, in addition to assisting the Credit Analysts and Eagle Lending Account Executives in the ongoing support of borrower-level loans. The ideal candidate will have one to two years of banking/lending experience. Due to the complexity of the transactions, attention to detail is important.


    • Assist with the Eagle loan portfolio by ensuring loan files are complete, accurate, and prepared for booking
    • Assist team with creating loan addendums and firm/guaranty confirmation emails
    • Assist team with initial advances, transfers, wires, and payoffs
    • Assist team lead with due diligence for departure and other types of modifications
    • Field questions from the professional loan program inbox
    • Produce monthly and quarterly balance reports
    • Ensure that all documentation required for the file is obtained and file is complete.  Process adverse action decisions by contacting the referring officer, which may also include communication with a client, preparing notices and mailing as required.
    • Communicate with the sales force (Eagle AEs, Relationship Managers, Preferred Bankers, and Preferred Banking Offices), Credit, Credit Administration, Commercial Loan Operations, Legal and Deposits on new requests and existing facilities. 
    • Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient.
    • Perform duties & responsibilities specific to department functions & activities.
    • Performs other duties & responsibilities as required or assigned by supervisor.


    • Exceptional verbal, written, and interpersonal skills, as well as analytical and problem-solving skills, coupled with enthusiasm and energetic approach to getting job done.
    • Polish and self-assurance, coupled with the ability to work effectively and flexibly in a team environment, while assuming individual responsibility as well as ability to adjust priorities quickly.
    • BA/BS required with concentration in business or finance preferred.
    • 1-2 years’ banking/lending experience preferred.
    • Advanced familiarity with Word, Excel, and MS Access


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