Loan Servicing & QA Specialist
Raymond James Financial, Inc.
**Summary of the Position:**
The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans.
**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
+ 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
**Education and Experience Requirements:**
+ 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
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