Client Support & Loan Servicing Specialist I

Raymond James Financial, Inc.; Saint Petersburg (FL); On-site; USD 35,000 - 55,000; Full time

Job summary

Raymond James Financial, Inc. is seeking a detail-oriented professional to support clients via phone and email. The role focuses on accounting tasks, loan servicing, and compliance with internal policies.

You will assist with payment processing and collateral release analyses, contributing to smooth retail loan operations. You will work with cross-functional teams to ensure accurate account balances and timely responses to inquiries, while upholding high standards of customer service and risk

Qualifications

• Basic accounting concepts, practices and procedures
• Multi-state retail loan servicing practices

Responsibilities

• Assist clients with inquiries via phone and email
• Mitigate regulatory, credit, operational, and reputational risk by following policies
• Process payment requests sent by clients and Financial Advisors
• Analyze feasibility of client collateral release requests
• Assist with loan servicing tasks related to retail loan maintenance and monitoring
• Perform other duties as assigned

Skills

Enter transactions

Balance discrepancies

Data gathering

Office software

Tools

ACD system

Job description

Raymond James Financial, Inc. is seeking a detail-oriented professional to support clients via phone and email. The role focuses on accounting tasks, loan servicing, and compliance with internal policies.

You will assist with payment processing and collateral release analyses, contributing to smooth retail loan operations. You will work with cross-functional teams to ensure accurate account balances and timely responses to inquiries, while upholding high standards of customer service and risk