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Job Description Summary Execute standard banking transactions for specific units or operating/processing departments in accordance with administrative and operational processes. Process a range of specialized and non-standard transactions that usually require some research or investigation. Job Description Summary of the Position: 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. 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 - 7 to 12 months Certifications Travel Workstyle Resident 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. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. 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.