Client Service Specialist

ID
2020-9452
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 Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients.

 

See service from a higher perspective.

As a Client Service Specialist, you'll assist Relationship Managers and Loan Specialists with a variety of day-to-day analytical and customer service activities. In this position, you'll have the opportunity to act as a liaison between Relationship Managers, Private Banking Officers, Portfolio Managers, and lending team members and clients.

 

What you’ll do as a Client Service Specialist:

  • Support the loan process by issuing preapproval letters, preparing client files, gathering loan documentation, sending loan applications to clients, and assisting with loan processing and some general loan analysis.
  • Provide excellent customer service as you follow up with delinquent clients, homeowners insurance, delinquent property taxes, mail out loan applications and respond to incoming calls.
  • Assist with special marketing projects by coordinating the distribution of marketing mailers, contacting customers to explain new marketing campaigns and preparing rate sheets for broker open houses.
  • Support RM with construction draw follow up.

 

What skills you will use:

  • Two or more years of customer service experience with an emphasis on building customer relationships and providing excellent customer service.

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 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.

 

First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.

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