Loan Specialist II - Mortgage Closer - RJ Bank
Job in
Saint Petersburg, Pinellas County, Florida, 33747, USA
Listed on 2026-08-24
Listing for:
Raymond James Financial, Inc.
Full Time
position Listed on 2026-08-24
Job specializations:
-
Finance & Banking
Loan Servicing, Financial Compliance, Banking Operations, Loan Officer / Lending
Job Description & How to Apply Below
* + Obtains required documentation and processes more complex loan applications.
+ Orders credit verifications and third party services.
+ Tracks receipt of and reviews post closing legal documents.
+ Follows up on missing documentation.
+ Verifies loan applications and supporting documents for accuracy and completeness.
+ Prepares and compiles documents for loan closing.
+ Prepares or reviews for accuracy, Good Faith Estimates of Closing Costs, Regulation Z disclosures, and other disclosures required by consumer regulation.
+ Performs initial credit analysis submission via automated underwriting, as requested. Schedules, coordinates loan closings, and clears for disbursement of loan proceeds.
+ Prepares compliance and accounting records and reports, as required by management and regulatory agencies.
+ Performs routine loan calculations. Assists customers with moderately complex inquires or problems.
+ Performs pre-closing, post-closing, or whole loan due diligence review of legal agreements and other closing documents to terms of loan commitment.
+ Maintains currency in loan processing policies and procedures.
+ Performs other duties and responsibilities as assigned.
** Knowledge of*
* + Intermediate level concepts, practices and procedures of commercial and retail loan processing and documentation.
+ Basic principles of banking and finance.
+ Financial markets and products.
+ Fannie Mae and Freddie Mac Underwriting guidelines.
+ Working knowledge of TRID (TILA-Respa Integrated Disclosure) and the Closing Disclosure Timing requirements
+ Experience reviewing Title commitments, Trust Agreements, and POA ("Price on Application" also known as "Price on Asking")
+ Multi-state real estate, closing, and title practices.
+ Federal and State lending laws.
+ Loan origination software packages.
** Skill in*
* + Processing more complex loan applications.
+ Verifying loan applications and supporting documents.
+ Preparing loan closing packages.
+ Preparing records and reports.
+ Performing routine loan calculations.
+ Operating standard office equipment and using required software applications.
+ Reviewing and interpreting commercial loan documentation and terms.
+ Reviewing and interpreting residential and consumer documentation and terms.
+ Reviewing and personal financial statements and supporting documents.
** Ability to*
* + Read, interpret, analyze and apply information from loan application documents
+ Interpret and apply policies.
+ Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.
+ Communicate effectively, both orally and in writing.
+ Work independently as well as collaboratively within a team environment.
+ Handle stressful situations and provide a high level of customer service in a calm and professional manner.
+ Establish and maintain effective working relationships.
+ Maintain currency in loan processing policies and procedures.
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