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Job Description

Summary of the Position:

The Sr Loan Servicing and Quality Assurance Specialist integrates in-depth specialty loan knowledge with the research and resolution of complex inquiries and client issues. In addition, this role provides support to Loan Operations leadership in the functions of process improvement, performance management, and the execution of strategic initiatives.

Primary Functions of the Position:

•Day-to-day focus on resolution of complex loan issues where expertise is required to interpret against policies, guidelines, or processes

•Deals with loan-related problems and the resolution of complex loan issues independently

•Supports leadership with projects, implementations, and strategic initiatives

•Demonstrates understanding of the loan operations processes to identify policy gaps and formulate policies to support the streamlining of related work processes

•Minimizes risk to the bank through a solid understanding of procedural requirements, provides solutions to reduce errors, and to adhere to audit and control policies

•Integrates a solid understanding of industry and business standards and practices

•Applies professional judgment, analytical thinking

•Interacts with internal and external stakeholders for issue resolution and problem solving

Education and Experience Requirements:

•Bachelor’s Degree preferred or equivalent combination of education and experience.

•5+ years of financial services experience, including 2+ years of experience in Loan Operations

•Previous Lending Operations and quality review/control experience with knowledge of lending regulatory requirements.

Essential Skills and Abilities:

•Strong knowledge of loan systems; In-depth knowledge of lending and all loan servicing functions, local/regulatory requirements, and legal documents.

•Strong attention to detail.

•High level of interpersonal skills and ability to communicate effectively in person, through email, and over the phone.

•Ability to work in a fast-paced, high-intensity work environment.

•Thorough knowledge of all products and services offered by the Bank.

•Job may require additional hours of work during peak periods to meet service levels.

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration

Work Experience

General Experience - 13 months to 3 years

Certifications

Travel

Workstyle

Resident

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.

TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT