Sunday , February 21 2021

First Republic Bank Jobs – Loan Partner

Job Description:

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

Job Responsibilities:

  • Provide excellent customer service as you follow up with delinquent clients, mail 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 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.

Job Requirements:

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

Job Details:

Company: First Republic Bank

Vacancy Type:  Full Time

Job Location: San Diego, CA, US

Application Deadline: N/A

Apply Here

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