Loan Servicing & QA Specialist

Primary Functions of the Position

• Ensure that the core loan system matches the executed legal documents, whether via input or review.
• Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports.
• Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues.
• Backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans.
• Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables.

Education And Experience Requirements

• A High School Diploma or equivalent; post-secondary degree preferred.
• 2-4 years of experience, including previous bank operations or financial services experience.
• Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus.

Essential Skills And Abilities

• Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents.
• Strong attention to detail.
• Ability to communicate effectively in person, through email, and over the phone.
• Proficiency in basic math skills and general knowledge of office software is required.
• Ability to work in a fast-paced, high-intensity work environment.

Job may require additional hours of work during peak periods to meet service levels

Education

• Bachelor’s: Accounting
• Bachelor’s: Business Administration
• Bachelor’s: Finance

Work Experience

• General Experience - 7 to 12 months

Certifications

(Travel Workstyle Resident)

Total Compensation

• The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits Package

• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Behavioral Expectations

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

Company Culture

• Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.