Raymond James · 1 month ago
Loan Servicing Team Lead
Pittsburgh, Pennsylvania - United States
Full-time
Onsite
Senior Level
7+ years expRaymond James is a financial services firm seeking a Loan Servicing Team Lead. The role involves overseeing transaction processing and loan/client onboarding while ensuring compliance and quality service delivery across operations.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Team workload coordination, resolution of procedural problems, and prioritization based on business objectives
Responds to more complex inquiries and issues from Customers and internal units. Researches information to provide responses and resolution
Performs duties of Employees supervised on a limited basis and acts as an experienced resource for team; including Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports
Works closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables
Works closely with peers and team to promote communication, and to ensure quality service delivery throughout operations
Maintains and demonstrates proficiency with loan software applications (Fiserv, DocuClass)
Participates in the creation and review of departmental procedures
Provides coaching and oversight for the team including input to performance management
Ensures compliance with procedures and management expectations
Provides daily workflow and capacity planning solutions for upcoming initiatives
Point of escalation for team and handle escalation process throughout its entirety
Interviews and effectively participates in the selection process of new employees
Makes proposals to management for changes and improvements to SLA’s
Provides day-to-day support and insight to the metrics & performance of the team
Provides support for projects when needed
Reviews electronic timecards for approval and accuracy when needed
Qualification
Required
Bachelor's Degree in Business or Finance, or minimum of 5 years related experience or equivalent combination of education and experience
Minimum 7 years of banking experience, including previous bank operations or financial services experience
Previous Lending Operations and quality review/control experience with knowledge of lending regulatory requirements
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
General Experience - 6 to 10 years, Manager Experience - 3 to 6 years
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Preferred
Minimum 2 years of supervisory or leadership experience in current or recently held position 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
James Sickling
COO - Fixed Income
Eric Lauzon
SVP Growth & Development, Private Client Group
Recent News
TradingView
2025-12-16
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