Raymond James Financial, Inc. logo

Loan Servicing & QA Specialist

Raymond James Financial, Inc.

Pittsburgh, PAJobSeen todaySeen in employer's feed today

Evaluate my fit

Most applications go out cold — see where you stand first. No sign-up to start.

Watch jobs like this.

Don't just apply. Show up ready.

Olive works from this exact posting.

At a glance

Compensation
No compensation found
Location
Pittsburgh, PA
Work Authorization
Not specified

Olive lists jobs from US employers, including remote roles you can work from the United States.

Job overview

The Loan Servicing & QA Specialist ensures the core loan system matches executed legal documents and processes or reviews loan activity. The role provides account support to internal and external clients, backs up statement mailing and fee calculations, and works with Relationship Managers, Service Teams, Legal, and Compliance. The posting requires a high school diploma or equivalent and 2–4 years of experience; post-secondary education and certain quality-review experience are preferred.

Skills & qualifications

RequiredNice to have

Skills

Loan SystemsLoan Document ReviewAttention to DetailCommunicationBasic MathOffice SoftwareWorking in Fast-Paced Environments

Qualifications

High School Diploma or EquivalentPost-Secondary Degree2+ Years ExperienceBank Operations or Financial Services ExperienceConsumer/Private Bank/Wealth Management Quality Review ExperienceKnowledge of Lending Regulatory Requirements

Full job description

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

Similar jobs, posted recently

Open roles like this one, listed in the last 30 days.

You've read the whole posting — now see how you match it.

Evaluate my fit