Raymond James · 5 months ago
Agency and C&I Loan Servicing Specialist
Pittsburgh, Pennsylvania - United States
Full-time
Onsite
Mid, Senior Level
5+ years expRaymond James is a financial services firm seeking an Agency and C&I Loan Servicing Specialist who possesses a solid understanding of the Commercial Loan Process. The role involves supporting daily Loan Operations functions, providing processing expertise, and ensuring compliance with departmental procedures while mentoring less experienced colleagues.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Supports daily Loan Operations functions and provide processing expertise and high level of customer service interactions to team leads and associates as well as internal and external customers by performing research and complex issue resolution for C&I and Agented loans
Leads communication for the participation desk; including inquiries, complex research and issue resolution
Ensures ticklers/exceptions are maintained and kept up to date
Ensures letter of credit renewals, extensions and all associated billing and ticklers are current
Trains and coaches less experienced colleagues on TriState Procedures and processes around agency servicing, participation loans and letters of credit
Independently completes complex calculations including but not limited to: accruing/unused fees, interest calculations, and letter of credit fees
Provides assistance to less tenured team members for the specified line of business through a variety of means including training and mentorship, loan level support and problem resolution
Ensures departmental procedures are updated if required; reviews for completeness and accuracy on a regular basis; identifies redundancies and inefficiencies, make recommendations, and successfully implement continuous improvement solutions
Projects, as assigned
Qualification
Required
Bachelor's Degree, or equivalent combination of education and experience
Experience in working with Fiserv Signature
5+ years of experience in Operational Lending environment
Time management – ability to independently prioritize tasks, objectives and meet specified deadlines
Teamwork – work closely with team members across loan ops in the organization with a “one team” mindset
Communication and collaboration – ability to effectively communicate issues and resolutions across and up in the organization. Work across teams to both identify issues and problem solve to deliver root cause solutions
Knowledge sharing – creatively and impactfully share knowledge through training (group or 1:1), documented job aides and procedures and other methods as appropriate
Preferred
Bachelor's: Accounting
Bachelor's: Business Administration
Bachelor's: Finance
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
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