Loan Servicing and Quality Assurance Specialist Job at Raymond James (Pittsburgh)

Loan Servicing Specialist II

We are seeking a highly skilled Loan Servicing Specialist II to join our team on...

Location

United States , San Antonio

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 5 years of experience in loan servicing, including loan processing, escrow management, and insurance tracking
Advanced knowledge of loan servicing systems, regulatory compliance, and investor guidelines
Strong analytical skills and attention to detail in maintaining accurate records
Excellent communication and problem-solving abilities to handle escalated servicing issues
Proficiency in banking software, Microsoft Excel, and other relevant tools
Familiarity with government-guaranteed loan programs such as SBA 504, SBA 7(a), FHA, VA, and USDA loans
Experience with conventional loans, home equity loans, and secondary market standards such as Fannie Mae and Freddie Mac
Proven ability to collaborate with cross-functional teams and external stakeholders effectively

Job Responsibility

Process and post complex loan payments, payoffs, advances, curtailments, and adjustments with precision and timeliness
Manage insurance tracking, policy renewals, and compliance with coverage requirements, including coordination of lender-placed insurance as needed
Conduct advanced escrow analyses, oversee tax and insurance disbursements, and ensure escrow account balances remain accurate
Maintain and update borrower and loan data in the core system, ensuring all records are accurate and compliant
Execute complex loan servicing actions such as modifications, extensions, deferments, and re-amortizations
Perform audits on loan files and system data to uphold accuracy and compliance with internal controls
Generate and deliver servicing reports for management, auditors, and regulatory bodies
Resolve escalated borrower inquiries regarding payments, account status, escrow discrepancies, and payoff calculations
Collaborate with internal teams and external vendors to address servicing issues and support audit requirements
Provide mentorship and training to entry level staff, fostering team development and quality assurance

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Underwriting Credit Risk Analyst

The Credit Analyst is a developing professional role. Applies specialty area kno...

Location

Kenya , Nairobi

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years prior experience in a financial institution with a focus on credit analysis and spreading software
Extensive knowledge of GAAP accounting, financial regulations, financial products, and credit analysis
Ability to analyze business and personal financial statements with respect to GAAP and Citibank policies
Bachelor’s/University degree or equivalent experience

Job Responsibility

Accurately spread business and personal financial statements and business and individual tax returns on a timely basis and in accordance with Generally Accepted Accounting Principles (GAAP) and Citibank policies
Ensure that financial data for simple to complex credits are mapped appropriately into the bank's matrix and analysis tool
Provide comments to the judgmental Underwriter on significant items in the financials and may be involved in credit structure and loan pricing
Additional responsibilities may include being a specialist for a designated industry and the effective interaction with Credit Officers and Relationship Managers while providing assistance regarding the analysis of the applications
Spread new, renewal and interim financial statements and business and individual tax returns in accordance with bank guidelines (focus on more complex financial statements (i.e. Not-For-Profit)
Provide succinct analysis based on customers, peers, the portfolio, and the industry
Provide preliminary analysis of simple to complex credits, including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth
Coordinate with the Credit Officers, Credit Analysts, Other Credit Center Staff and Relationship Managers
Act in an advisory role for the Credit Officers/Relationship Managers on loan agreement/covenants clarification and monitoring
Complete quality assurance reviews to ensure application packages and analysis are thorough and accurate prior to forwarding for underwriting

Fulltime

Banamex Analista de crédito empresarial JR

The Credit Analyst 1 is a developing professional role. Applies specialty area k...

Location

Mexico , Zapopan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years prior experience in a financial institution with a focus on credit analysis and spreading software
Extensive knowledge of GAAP accounting, financial regulations, financial products, and credit analysis
Ability to analyze business and personal financial statements with respect to GAAP and Citibank policies
Bachelor's/University degree or equivalent experience
Licenciatura concluida Contabilidad y/o Finanzas (preferentemente) o afín
Nivel de inglés: medio-avanzado (conversacional indispensable)

Job Responsibility

Accurately spreads business and personal financial statements and business and individual tax returns on a timely basis and in accordance with Generally Accepted Accounting Principles (GAAP) and Citibank policies
Ensure that financial data for simple to complex credits are mapped appropriately into the bank's matrix and analysis tool
Provides comments to the judgmental Underwriter on significant items in the financials and may be involved in credit structure and loan pricing
Spread new, renewal and interim financial statements and business and individual tax returns in accordance with bank guidelines (focus on more complex financial statements (i.e. Not-For-Profit))
Provide succinct analysis based on customers, peers, the portfolio, and the industry
Provide preliminary analysis of simple to complex credits, including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth
Coordinate with the Credit Officers, Credit Analysts, Other Credit Center Staff and Relationship Managers
Act in an advisory role for the Credit Officers/Relationship Managers on loan agreement/covenants clarification and monitoring
Complete quality assurance reviews to ensure application packages and analysis are thorough and accurate prior to forwarding for underwriting
May act as an industry specialist with responsibility for SBA/EXIM loan analysis

Fulltime

Credit Analyst

The Credit Analyst 1 is a developing professional role. Applies specialty area k...

Location

Mexico , Boca del Rio

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years prior experience in a financial institution with a focus on credit analysis and spreading software
Extensive knowledge of GAAP accounting, financial regulations, financial products, and credit analysis
Ability to analyze business and personal financial statements with respect to GAAP and Citibank policies
Bachelor’s/University degree or equivalent experience

Job Responsibility

Accurately spreads business and personal financial statements and business and individual tax returns on a timely basis and in accordance with Generally Accepted Accounting Principles (GAAP) and Citibank policies
Ensure that financial data for simple to complex credits are mapped appropriately into the bank's matrix and analysis tool
Provides comments to the judgmental Underwriter on significant items in the financials and may be involved in credit structure and loan pricing
Additional responsibilities may include being a specialist for a designated industry and the effective interaction with Credit Officers and Relationship Managers while providing assistance regarding the analysis of the applications
Spread new, renewal and interim financial statements and business and individual tax returns in accordance with bank guidelines (focus on more complex financial statements (i.e. Not-For-Profit))
Provide succinct analysis based on customers, peers, the portfolio, and the industry
Provide preliminary analysis of simple to complex credits, including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth
Coordinate with the Credit Officers, Credit Analysts, Other Credit Center Staff and Relationship Managers
Act in an advisory role for the Credit Officers/Relationship Managers on loan agreement/covenants clarification and monitoring
Complete quality assurance reviews to ensure application packages and analysis are thorough and accurate prior to forwarding for underwriting

Fulltime

Credit Analyst – Commercial Banking

Citi is seeking a Credit Analyst to join its Commercial Banking team in Mexico C...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2–5 years of experience in credit analysis, commercial banking, corporate banking, underwriting support, or credit risk.
Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.
Strong English communication skills (written and spoken)
Strong understanding of financial statement analysis and credit fundamentals.
Experience analyzing commercial borrowers and assessing repayment capacity.
Strong analytical, organizational, and communication skills.
Advanced proficiency in Excel and financial analysis tools.
Experience with commercial lending, middle-market banking, SBA, or specialized lending products.
Familiarity with GAAP and financial reporting principles.
Experience using spreading or credit analysis systems.

Job Responsibility

Spread new, renewal, interim financial statements and business/individual tax returns in accordance with bank guidelines (focus on more complex financial statements (i.e. Not-For-Profit).
Provide succinct analysis based on customers, peers, the portfolio, and the industry.
Provide preliminary analysis of simple to complex credits, including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth.
Coordinate with the Credit Officers, Credit Analysts, Other Credit Center Staff and Relationship Managers.
Act in an advisory role for the Credit Officers/Relationship Managers on loan agreement/covenants clarification and monitoring.
Complete quality assurance reviews to ensure application packages and analysis are thorough and accurate prior to forwarding for underwriting.
Provide leadership, training, and coaching to Credit Analyst I positions and back up support to the Application Preparation Team Manager.
May act as an industry specialist with responsibility for SBA/EXIM loan analysis
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Fulltime

Call Center Customer Service Agent

Location

United States , Myrtle Beach

Salary:

16.00 USD / Hour

Capital Vacations

Expiration Date

Until further notice

Requirements

High School diploma, some college preferred
High level proficiency with Microsoft Office applications, High proficiency in MS Excel required
Hotel/timeshare experience a plus
A strategic mindset to problem solving and craft win/win solutions
Knowledge Timeshare Ware is a plus
Previous experience using Salesforce.com is a plus
Ability to work both in a team and independently
Excellent organization and ability to multi-task required to handle multiple priorities
Very detailed oriented and accuracy is a must
Technically savvy ~ able to quickly pick up and maneuver through several different systems

Job Responsibility

Assisting owners with questions about their Club & Legacy ownership
Must be able to work a variable shift and flexible hours and days
Role may be facilitated via engagement through phone, email, outbound and chat channels as business needs require
Completing or assisting owners with making reservations- troubleshooting and converting calls to reservations
Insures accounts are not delinquent in Maintenance Fees or Loan payments prior to booking new or revised reservations
Strong selling skills, able to book events, tours and sell an array of products and services
Processes maintenance fee and loan payments
Contributes to the revenue of the business through various ancillary revenue sales (ie Renting points, selling Capital Protection Plans and more)
Facilitate and accept incoming/outgoing, Cat, Email and Text phone calls and return phone calls
Maintain and meet/exceed defined agent level performance goals and contribute to the achievement of department goals

What we offer

Great hourly pay and opportunity for professional GROWTH
PAID TRAINING
Year-round work at a company with a NATIONAL presence
Medical, Dental, and Vision Insurance options
401(K) contribution after 90 days
Paid Life insurance, short-term and long-term disability
Flexible Spending Account
Paid Time Off & Holidays
Discounted vacation stays

Fulltime

Vacation Customer Service Representative

Location

United States , Myrtle Beach

Salary:

15.00 - 16.00 USD / Hour

Capital Vacations

Expiration Date

Until further notice

Requirements

High School diploma
High level proficiency with Microsoft Office applications
High proficiency in MS Excel
Ability to work both in a team and independently
Excellent organization and ability to multi-task
Very detailed oriented and accuracy is a must
Technically savvy
Ability to work in a fast pace office environment
Excellent communication skills
Comfortable in Selling all products and Services

Job Responsibility

Assisting owners with questions about their Club & Legacy ownership
Must be able to work a variable shift and flexible hours and days
Role may be facilitated via engagement through phone, email, outbound and chat channels as business needs require
Completing or assisting owners with making reservations- troubleshooting and converting calls to reservations
Insures accounts are not delinquent in Maintenance Fees or Loan payments prior to booking new or revised reservations
Strong selling skills, able to book events, tours and sell an array of products and services
Processes maintenance fee and loan payments
Contributes to the revenue of the business through various ancillary revenue sales (ie Renting points, selling Capital Protection Plans and more)
Facilitate and accept incoming/outgoing, Cat, Email and Text phone calls and return phone calls
Maintain and meet/exceed defined agent level performance goals and contribute to the achievement of department goals

What we offer

Great hourly pay and opportunity for professional GROWTH
PAID TRAINING
Year-round work at a company with a NATIONAL presence
Medical, Dental, and Vision Insurance options
401(K) contribution after 90 days
Paid Life insurance, short-term and long-term disability, and MORE
Flexible Spending Account
Paid Time Off & Holidays
Discounted vacation stays

Fulltime

Credit Analyst 1 – Banamex Analista de crédito empresarial Jr.

The Credit Analyst 1 is a developing professional role. Applies specialty area k...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years prior experience in a financial institution with a focus on credit analysis and spreading software
Extensive knowledge of GAAP accounting, financial regulations, financial products, and credit analysis
Ability to analyze business and personal financial statements with respect to GAAP and Citibank policies
Bachelor's/University degree or equivalent experience
Licenciatura concluida en Finanzas, Contabilidad o carrera afín
Experiencia mínima de 1 año en análisis financiero, crédito, riesgos o actividades relacionadas (incluye prácticas profesionales y servicio social en el sector financiero)
Sólidos conocimientos en análisis e interpretación de estados financieros
Manejo de Excel a nivel intermedio-avanzado
Inglés conversacional (avanzado)

Job Responsibility

Accurately spreads business and personal financial statements and business and individual tax returns on a timely basis and in accordance with Generally Accepted Accounting Principles (GAAP) and Citibank policies
Ensure that financial data for simple to complex credits are mapped appropriately into the bank's matrix and analysis tool
Provides comments to the judgmental Underwriter on significant items in the financials and may be involved in credit structure and loan pricing
Additional responsibilities may include being a specialist for a designated industry and the effective interaction with Credit Officers and Relationship Managers while providing assistance regarding the analysis of the applications
Spread new, renewal and interim financial statements and business and individual tax returns in accordance with bank guidelines (focus on more complex financial statements (i.e. Not-For-Profit)
Provide succinct analysis based on customers, peers, the portfolio, and the industry
Provide preliminary analysis of simple to complex credits, including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth
Coordinate with the Credit Officers, Credit Analysts, Other Credit Center Staff and Relationship Managers
Act in an advisory role for the Credit Officers/Relationship Managers on loan agreement/covenants clarification and monitoring
Complete quality assurance reviews to ensure application packages and analysis are thorough and accurate prior to forwarding for underwriting

Fulltime

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Loan Servicing and Quality Assurance Specialist

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