US-FL-St. Petersburg-Saint Petersburg
PCB Loan Servicer - RJB-2401244
Description
Job Summary
Under general supervision, uses intermediate knowledge and skills gained through education and experience, to perform an array of loan servicing activities, for Private Client loans including Residential Mortgages, Home Equity Lines of Credit and Securities Based Lines of Credit. Works closely with senior level Loan Servicer(s), and the department supervisor, to ensure established processing timeframes are met and the department remains fully compliant with all rules/regulations instituted by the firm and various regulatory bodies. Interaction with High Net Worth clients, requiring a degree of specialized handling, with an attentiveness to client needs, is required. Detailed instructions, procedures and guidelines are provided to perform routine tasks with intermediate decision making responsibility. Recommends solutions to moderately complex problems. Extensive contact with both internal and external customers is required to obtain, clarify and provide facts and information to resolve client requests while providing a world-class client experience.
Essential Duties and Responsibilities
Establishes loans, requiring significant attention to detail and varying in level of complexity, in the servicing system according to established procedures, as applicable.
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Fundamental accounting concepts, practices and procedures.
Skill in
Entering transactions into an automated accounting system.
Ability to
Identify and recommend solutions to routine loan accounting or loan servicing issues.
Educational/Previous Experience Requirements
High School Diploma or equivalent with at least three (3) years of customer service experience. Experience in a contact center environment and college degree preferred.
Licenses/Certifications
None required.
Raymond James Guiding BehaviorsAt Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firms core values of client-first, integrity, independence and a conservative, long-term view.We expect our associates at all levels toAt Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job
Banking
Primary Location
US-FL-St. Petersburg-Saint Petersburg
Organization
RJ Bank
Schedule
Full-time
Shift
Day Job
Travel
NoEligible for Discretionary BonusYes#LI-AT1