Loan Servicing & QA Specialist

Raymond James•Pittsburgh, PA

5d•Onsite

About 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. This role involves ensuring the core loan system accurately reflects executed legal documents, processing various loan-related transactions, and providing customer support. The specialist will also offer backup support for other duties and collaborate with internal teams.

Requirements

High School Diploma or equivalent
2-4 years of experience, including previous bank operations or financial services experience
Familiarity with loan systems
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
General knowledge of office software
Ability to work in a fast-paced, high-intensity work environment
General Experience - 7 to 12 months

Nice To Haves

Post-secondary degree preferred
Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus

Responsibilities

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