Loan Servicing & QA Specialist

Raymond James, Inc.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life insurance

Disability benefits

Retirement savings

Job summary

Raymond James, Inc. is seeking a Loan Servicing & QA Specialist in Pittsburgh, PA. The role combines data input of loan transactions with quality assurance of the core loan system for both consumer and commercial loans.

You will work closely with Relationship Managers, Service Teams, Legal and Compliance to ensure accurate documentation and timely processing. The position requires a High School diploma (post-secondary preferred) and 2–4 years in banking or financial services, with a focus on

Qualifications

• High School diploma; college degree preferred.
• 2–4 years of bank operations or financial services experience.
• Experience with Consumer/Private Bank/Wealth Mgmt quality review is a plus.

Responsibilities

• Enter or review loan transactions in the core system.
• Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and reports.
• Provide customer support for account inquiries and issues.
• Coordinate with Relationship Managers, Service Teams, Legal and Compliance to execute deliverables.
• Oversee printing and mailing of loan statements and accrual calculations for commercial loans.

Skills

Attention to detail

Communication skills

Basic math

Office software

Loan systems

Education

High School diploma

College degree preferred

Tools

Loan systems

Job description

## Loan Servicing & QA SpecialistApply: Pittsburgh, Pennsylvania - United States: Full time: Posted Today: R-0013204**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**Certifications****Travel**Less than 25%**Workstyle**ResidentThe 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 firmAt 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.