Raymond James · 1 day ago
Mortgage Processor
St. Petersburg, FL
Full-time
Hybrid
New Grad, Entry Level
0+ years expRaymond James is a financial services firm that is currently hiring an entry level Mortgage Processor. The role involves processing residential and retail loans, preparing closing documents, and ensuring compliance with Fannie Mae and Freddie Mac underwriting guidelines.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Obtains required documentation and processes more complex loan applications
Orders credit verifications and third party services
Tracks receipt of and reviews post-closing legal documents
Follows up on missing documentation
Verifies loan applications and supporting documents for accuracy and completeness
Prepares and compiles documents for loan closing
Prepares or reviews for accuracy, TRID Disclosures, Regulation Z disclosures, and other disclosures required by consumer regulation
Schedules, coordinates loan closings, and clears for disbursement of loan proceeds
Prepares compliance and accounting records and reports, as required by management and regulatory agencies
Performs routine loan calculations
Assists customers with moderately complex inquires or problems
Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment
Maintains currency in loan processing policies and procedures
Performs other duties and responsibilities as assigned
Qualification
Required
Follows detailed, established procedures to perform a variety of tasks requiring some evaluation, originality or ingenuity in making decisions
Resolves common questions and problems and refers more complex issues to a higher level
Have regular contact with internal and external customers is required to obtain, clarify, or provide facts and information and/or identify, research, and resolve problems
Have a working knowledge or understanding of retail banking disclosures and regulations, preferably TRID and Reg. Z
Obtains required documentation and processes more complex loan applications
Orders credit verifications and third party services
Tracks receipt of and reviews post-closing legal documents
Follows up on missing documentation
Verifies loan applications and supporting documents for accuracy and completeness
Prepares and compiles documents for loan closing
Prepares or reviews for accuracy, TRID Disclosures, Regulation Z disclosures, and other disclosures required by consumer regulation
Schedules, coordinates loan closings, and clears for disbursement of loan proceeds
Prepares compliance and accounting records and reports, as required by management and regulatory agencies
Performs routine loan calculations
Assists customers with moderately complex inquiries or problems
Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment
Maintains currency in loan processing policies and procedures
Basic concepts, practices and procedures of commercial and retail loan processing
Basic principles of banking and finance
Financial markets and products
Processing less complex loan applications
Verifying information for accuracy and completeness
Preparing loan closing packages
Preparing records and reports
Performing basic calculations
Operating standard office equipment and using required software applications
Read, interpret, analyze and apply information from loan application documents
Interpret and apply policies
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Communicate effectively, both orally and in writing
Work independently as well as collaboratively within a team environment
Handle stressful situations and provide a high level of customer service in a calm and professional manner
Establish and maintain effective working relationships
Maintain currency in loan processing policies and procedures
Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
General Experience - 7 to 12 months
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Financial Officer
James Sickling
COO - Fixed Income
Recent News
TradingView
2025-12-16
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