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Raymond James · 1 day ago

Quality Review Specialist

Pittsburgh, PA

Full-time

Onsite

Mid Level

3+ years exp

Raymond James is a financial services company, and they are seeking a Quality Review Specialist for their Private Bank. The role involves reviewing loan documents for accuracy and compliance, ensuring a premier client experience while collaborating with various teams within the bank.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

Responsibilities

Having a working knowledge and understanding of all the documents that are reviewed for Private Bank new and existing loans

Ensuring that the proper documents have been prepared accurately and precisely based upon the supporting documentation

Understanding the different technical systems within the Bank to access crucial information

Possessing skills to communicate effectively with different Teams and Departments across the Bank

Through excellent attention to detail and thoroughness, providing a foremost client experience

Participating efficiently and effectively in assigned projects

Assisting in additional daily tasks that are conducted by the team

Qualification

Private Banking knowledgeBank operations experienceProject managementAttention to detailOnline BankingCommunication skillsOrganizational skillsTime managementWriting skills