Sr Loan Servicing & QA Specialist

Raymond James Financial, Inc.; Pittsburgh (Allegheny County); On-site; USD 70,000 - 95,000; Full time

Job summary

Raymond James Financial, Inc. seeks a Sr Loan Servicing and Quality Assurance Specialist to integrate deep loan knowledge with research and resolution of complex inquiries.

You will support Loan Operations leadership in process improvement, performance management, and strategic initiatives. The role requires 5+ years of financial services experience including 2+ years in Loan Operations, and strong knowledge of loan systems, regulatory requirements, and policy development.

Qualifications

• Bachelor’s Degree or equivalent combination of education and experience.
• 5+ years of financial services experience, including 2+ years in Loan Operations.
• Previous Lending Operations and quality review/control experience with knowledge of lending regulatory requirements.

Responsibilities

• Resolve complex loan issues using policy, guidelines, or processes.
• Support leadership with projects, implementations, and strategic initiatives.
• Identify policy gaps and help formulate policies to streamline workflows.
• Minimize risk by ensuring adherence to audit and control policies.
• Collaborate with internal and external stakeholders for issue resolution.

Skills

Loan systems

Loan servicing

Regulatory knowledge

Interpersonal communication

Problem solving

Education

Bachelor's degree

Job description

Job Description Summary

The Sr Loan Servicing and Quality Assurance Specialist integrates in-depth specialty loan knowledge with the research and resolution of complex inquiries and client issues. In addition, this role provides support to Loan Operations leadership in the functions of process improvement, performance management, and the execution of strategic initiatives.

Primary Functions of the Position

• Day-to-day focus on resolution of complex loan issues where expertise is required to interpret against policies, guidelines, or processes
• Deals with loan-related problems and the resolution of complex loan issues independently
• Supports leadership with projects, implementations, and strategic initiatives
• Demonstrates understanding of the loan operations processes to identify policy gaps and formulate policies to support the streamlining of related work processes
• Minimizes risk to the bank through a solid understanding of procedural requirements, provides solutions to reduce errors, and to adhere to audit and control policies
• Integrates a solid understanding of industry and business standards and practices
• Applies professional judgment, analytical thinking
• Interacts with internal and external stakeholders for issue resolution and problem solving

Education and Experience Requirements

• Bachelor’s Degree or equivalent combination of education and experience.
• 5+ years of financial services experience, including 2+ years of experience in Loan Operations
• Previous Lending Operations and quality review/control experience with knowledge of lending regulatory requirements.

Essential Skills and Abilities

• Strong knowledge of loan systems;
• In-depth knowledge of lending and all loan servicing functions, local/regulatory requirements, and legal documents.
• Strong attention to detail.
• High level of interpersonal skills and ability to communicate effectively in person, through email, and over the phone.
• Ability to work in a fast-paced, high-intensity work environment.
• Thorough knowledge of all products and services offered by the Bank.
• Job may require additional hours of work during peak periods to meet service levels.

Education High School (HS) Work Experience General Experience - 3 to 6 years Certifications 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.

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities.

Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm.

Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF.

Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch.

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Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper.

We believe doing well and doing good aren't mutually exclusive.

As an established but ever-evolving company, you can start - or continue - growing your career here.

We invest in you with wide-ranging benefits and the support of leaders and colleagues who care.

From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow.

Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.