• Credit Coordinator

    ID
    2019-8051
    Job Locations
    US-CA-San Francisco
    Category
    Customer Service/Support
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    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 clients’ needs. From refinancing student loan debt to buying a home, our team is leading the way for innovation at First Republic.

     

    An encouraging culture that invests in you

    As a Credit Coordinator with the Professional Loan Program (PLP) team, you’ll play a key role in structuring, negotiating and overseeing your own pipeline of new professional loans while ensuring that client expectations are met throughout the process.

     

    We created the Professional Loan Program to offer tailored loan programs to employees of our private equity and venture capital firm clients, to enable them to personally co-invest in the funds being raised by their firms. We also use the PLP to offer loans or lines of credit to prospective partners at professional service firms to finance their partnership equity purchases. 

     

    In the Credit Coordinator role, you will have the opportunity to work closely with key stakeholders across the Bank — such as Account Executives, the Executive Loan Committee, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team with a can-do attitude and culture.

     

    What you’ll do as a Credit Coordinator:

    • Structure and implement customized loan programs for partners and executives in the private equity, venture capital and professional service industries.
    • Communicate directly with clients, Account Executives, underwriters, legal counsel, executive approvers and loan closing teams throughout the program development process.
    • Develop and prepare program term sheets and due diligence needs lists, as well as review and understand entity documentation, loan documents, financial statements and approval memos.
    • Partner with legal counsel on document negotiations and oversee the approval and rollout of new programs.
    • Assist the underwriters by obtaining all necessary documentation from the client, and help respond to any underwriting questions.
    • Manage existing relationships, including program modifications and credit reviews, and look for opportunities to educate clients about the Bank’s other offerings and how these products and services could help meet their financial needs.
    • Suggest enhancements to processes and procedures in order to improve efficiency.

     

    You could be a great fit if you have:

    • A bachelor’s degree
    • Two or more years of finance/banking/lending experience
    • Additional work experience with an emphasis on client service
    • Outstanding interpersonal and communication skills and exceptional attention to detail
    • The ability to juggle multiple priorities and short deadlines and react quickly to changes
    • Excellent computer skills (understanding of Microsoft suite of products, including Access, 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.

     

     


    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.

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