Loan Servicing & QA Specialist jobs in United States
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Raymond James · 2 weeks ago

Loan Servicing & QA Specialist

Raymond James is a financial services firm, and they are seeking a Loan Servicing and Quality Assurance Specialist. The role involves executing standard banking transactions, performing data input of transactions, and conducting quality reviews of the core loan system for both consumer and commercial loans.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Loan systems familiarityQuality review experienceBasic math skillsAttention to detailOffice software knowledgeEffective communicationFast-paced work ability

Required

High School Diploma or equivalent; post-secondary degree preferred
2-4 years of experience, including previous bank operations or financial services experience
Familiarity with loan systems; and 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 and general knowledge of office software is required
Ability to work in a fast-paced, high-intensity work environment
Job may require additional hours of work during peak periods to meet service levels

Preferred

Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus

Company

Raymond James

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Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

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 Company
Total Funding
$1.5B
2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO

Leadership Team

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Paul Shoukry
Chief Executive Officer
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James Sickling
COO - Fixed Income
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Company data provided by crunchbase