Client Services Representative - Fulfillment & Close

Job Description Summary

Job Description

Primary Functions of thePosition:

• Have a working knowledge and understanding of all the documents that are reviewed for new and existingloans
• Ensures that the proper documents have been prepared accurately and precisely based upon the supportingdocumentation
• Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting clientrequests
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with loan documentation
• Through excellent attention to detail and thoroughness, provides a premier client experience across all clientengagements
• Works closely with other teams within operations and throughout the bank to enhance currentprocesses
• Participates effectively in assignedprojects

Education and ExperienceRequirements:

• Bachelor’s Degree, or equivalent combination of education andexperience
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred

Essential Skills andAbilities:

• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficientexecution
• Exceptional interpersonal and communicationskills
• Proficiency in Microsoft Officepreferred
• Keen attention to detail and understanding of loan process/system and applicable lendingrequirements
• Analyticalproblem-solvingcapabilities
• Strong work ethic and ability to be self-directed
• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changingpriorities

Education

Work Experience

Certifications

Travel

Workstyle

The total compensation for this position includes base salary orwages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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.