Job Description
Job Summary
Under direct supervision, uses knowledge and skills gained through education and experience, to assist internal and external Raymond James clients with inquiries, issues, and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit, and Securities Based Lines of Credit. Works closely with account support specialist, and the department supervisor, to ensure the department remains fully compliant with all rules/regulations instituted by the firm and various regulatory bodies.
Essential Duties and Responsibilities
Assists internal & external clients with inquiries or issues via phone and email
Mitigates regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures
Assists with processing payment request sent by clients and Financial Advisors
Analyzes the feasibility of client collateral release requests
Assists with executing loan servicing responsibilities related to retail loan maintenance and monitoring
Performs other duties and responsibilities as assigned
Knowledge of
Basic accounting concepts, practices and procedures
Multi-state retail loan servicing practices
Skill in
Entering transactions into an automated accounting system
Analyzing and adjusting transaction and account balance discrepancies
Gathering and compiling information
Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases
Ability to
Identify and recommend solutions to routine loan accounting or loan servicing issue
Make routine decisions
Communicate effectively, both orally and in writing, with all organizational level
Make outbound and receive inbound calls on a recorded Automatic Call Distribution (ACD) telephone line
Provide a high level of customer service
Licenses/Certifications
None
Education
Bachelor's: Business Administration, Bachelor's: Finance
Work Experience
General Experience - 4 to 6 months
Certifications
Travel
Less than 25%
Workstyle
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
At 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.
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