Raymond James · 1 week ago
Loan Specialist II
St. Petersburg, FL
Contract
Onsite
Mid Level
$19.50/hr - $26/hr
3+ years expRaymond James is a financial services firm, and they are seeking a Loan Specialist II to obtain required loan documentation and process less complex loan applications. The role involves interacting with clients and financial advisors while ensuring the accuracy and completeness of loan files and documents.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Orders credit verifications and third party services
Tracks receipt of and reviews legal documents
Sets up and monitors loan and financial ticklers to ensure accuracy and timeliness of receipt of documents
Verifies loan files and supporting documents for accuracy and completeness. Follows up on missing documentation
Prepares and compiles documents for review and approval
May prepare or review for accuracy, disclosures required by relevant consumer regulations
May perform basic loan calculations
Interact with financial advisors, mortgage consultants, banking consultants and the client
Qualification
Required
3-5 years of retail mortgage loan processing experience, including HNW loans
Experience managing a pipeline of at least 35 loans at a time
Understanding of TRID Regulatory Guidelines
Exceptional customer service skills
Clear and professional written and oral communications skills (will be 'client-facing' over the phone and will frequently interact with internal and external customers)
Ability to multi-task within a fast paced environment
Minimum of High School Diploma or GED
Preferred
Experience with Encompass POS system background preferred
Benefits
Medical
Dental
Vision
401K
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
Company data provided by crunchbase