Raymond James · 19 hours ago
Senior Mortgage Processor
St. Petersburg, FL
Full-time
Hybrid
Mid, Senior Level
2+ years expRaymond James is a financial services firm, and they are seeking a Senior Mortgage Processor to manage loan applications and documentation. The role involves processing complex loan applications, verifying documents for accuracy, and assisting clients with inquiries related to loans.
FinanceBankingProperty & Casualty InsuranceInformation TechnologyFinancial ServicesInsuranceWealth Management
Responsibilities
Obtains required documentation and processes more complex loan applications
Orders credit verifications and third-party services
Tracks receipt of and completeness of legal documents, loan, and financial information. Follows up on missing documentation
Verifies loan applications and supporting documents for accuracy and completeness
Assists financial advisors and clients with moderately complex inquiries or problems
May prepare and compile documents for loan closing
May prepare or review disclosures for accuracy including Good Faith Estimates of closing costs, Regulation Z disclosures, and other disclosures required by consumer regulation
May perform initial credit analysis submission via automated underwriting, as requested
May schedule and coordinate loan closings and clear loan proceeds for disbursement
May prepare compliance and accounting records and reports, as required by management and regulatory agencies
May perform routine loan calculations
May perform pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents
May prepare financial advisor and client communications regarding loan and loan terms
May be responsible for reviewing property and liability insurance to ensure it complies with bank policy and procedure
May independently prepare data input sheets and provide required information for loans to be boarded on the banks servicing system and ensure all loan coding is correct
May work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution’s interests in the credit relationship
Maintains currency in loan processing policies and procedures
Performs other duties and responsibilities as assigned
Qualification
Required
Associate's degree and a minimum of two (2) years of loan processing experience; Bachelor's degree preferred
Intermediate level concepts, practices, and procedures of loan processing and documentation
Basic principles of banking and finance
Financial markets and products
For Mortgage position, Fannie Mae, and Freddie Mac underwriting guidelines
For Mortgage position, multi-state real estate, closing, and title practices
Federal and state lending laws
Loan origination software packages
Processing more complex loan applications
Verifying loan applications and supporting documents for accuracy and completeness
Preparing loan approval and/or loan closing packages
Preparing records and reports
Performing routine loan calculations
Operating standard office equipment and using required software applications
Solid analytical and problem-solving skills
Reviewing and interpreting residential and consumer documentation and terms
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 service in a calm and professional manner
Establish and maintain effective working relationships
Preferred
Bachelor's degree preferred
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 Executive Officer
James Sickling
COO - Fixed Income
Recent News
2026-02-12
2026-02-12
Investment News
2026-02-11
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