Loan Servicing & QA Specialist

Job Description Summary

• 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
• Provide 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

• 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

• 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
• 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

Travel

Workstyle

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. 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. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered visit .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms core values of client-first integrity independence and a conservative long-term view.
We expect our associates at all levels to:
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

At Raymond James as part of our people-first culture we honor value and respect the uniqueness experiences and backgrounds of all of our Associates. When associates bring their best authentic selves our organization clients and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.