Loan Administrator, Team Lead

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

Eagle Lending is responsible for debt refinancing, professional loan programs, home equity lines of credit and small business loans. We provide high-touch service and customized products designed around our client’s needs. From refinancing your debt to buying your first home, our team is leading the way for innovation at First Republic.


The Professional Loan Program (PLP) Loan Administrator - Team Lead will master the process and preparation of individual approved loans for booking and funding, in addition to assisting the PLP Loan Administrator team, Credit Analysts and Eagle Lending Relationship Managers in the ongoing support of borrower-level loans. The ideal candidate will be the primary contact for sales teams, managers, and other departments for day to day tasks. Due to the complexity of the role, prompt action and attention to detail are important.


What you'll do as a Loan Administrator - Team Lead:

  • Review drafted loan documents, reports, and email responses; and provide proper feedback
  • Ensure team member actions follow procedure and protocol
  • Assign workload equally among team members, including yourself
  • Meet with team members for status updates, and to provide advice/support
  • Review and approve loan transactions, such as advances and pay downs
  • Monitor timeliness of all tasks and coordinate with PLP managers to ensure all deadlines are met
  • Speak with internal and external clients on their needs and respond accordingly
  • Escalate issues and provide feedback/solutions to immediate manager
  • Support and guide team member of the Loan Specialist, PLP Departures role
  • 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; and ensure all emails are responded to in an accurate and timely manner
  • 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 RMs, 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


You could be a great fit if you have:

  • 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
  • The ability to balance client satisfaction and Eagle’s risk appetite
  • The ability to handle ambiguous situations
  • BA/BS required with concentration in business or finance preferred
  • 2-3 years’ banking/lending/closing experience 
  • Advanced familiarity with Word, Excel, and MS Access

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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