Loan Servicing & QA Specialist

Raymond James; Pittsburgh (Allegheny County); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

Life insurance

Disability benefits

Retirement savings

Paid time off

Parental leave

Job summary

Raymond James in the United States seeks a Loan Servicing and Quality Assurance Specialist to input transactions and perform quality checks on the core loan system for consumer and commercial loans. You will ensure documents align with system data and support clients with inquiries.

The role emphasizes attention to detail, solid math skills, and effective communication. A fast-paced environment with potential extra hours during peak periods is expected.

Qualifications

• 2–4 years of experience in bank operations or financial services.
• Experience reviewing consumer/private banking or wealth management with lending regulatory knowledge is a plus.

Responsibilities

• Ensure core loan system matches executed loan documents via input or review.
• Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance and system reports.
• Provide customer support to internal and external clients regarding inquiries and operations.
• Provide backup for printing/mailing loan statements and calculating accruing fees on commercial loans.
• Collaborate with Relationship Managers, Service Teams, Legal and Compliance on deliverables.

Skills

Data entry

Attention to detail

Communication skills

Reading loan documents

Mathematical ability

Office software proficiency

Education

High School Diploma

Post-secondary degree preferred

Job description

Job Description Summary

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.

Job Description Summary

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.

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

Education

High School (HS)

Work Experience

General Experience - 13 months to 3 years

Travel

Less than 25%

Workstyle

Resident

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 Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's 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.