Client Service Associate

First Republic Walnut Creek , CA 94596

Posted 3 weeks ago

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.

Common goals, uncommon potential

As a Client Service Associate (temporary role), you'll ensure that all single- and multifamily residential and commercial lines of credit or loans are set up and processed in a timely manner, while meeting all regulatory requirements and providing a high level of customer service.

What you'll do as a Client Service Associate (temporary role):

  • Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level.

  • Analyze each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete.

  • Prepare loan files for funding by reviewing the analysis for accuracy.

  • Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements.

  • Prepare prequalification and/or commitment letters for loan officer review.

  • Cross-train other team members, when applicable.

You could be a great fit if you have:

  • A high school diploma, with a bachelor's degree preferred

  • Extensive work experience in residential processing and underwriting, with experience in commercial and/or construction loan processing and underwriting preferred

  • Additional work experience with an emphasis on customer service preferred

  • Demonstrated skills in organization and a strong attention to detail

  • An orientation toward being a team player and providing extraordinary service while furthering the First Republic Bank culture and values

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.


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Client Service Associate

First Republic