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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
10/23/2024
Job Description
Job Summary
Under general supervision, the Private Client Banking (PCB) Lending Product Specialist uses general lending knowledge and skills obtained through formal education and/or work-related experience to assist with initial inquiries for lending information/assistance regarding our securities backed lending and Mortgage offerings. The Lending Product Specialist will serve as a primary contact for advisors and their support staff inquiring about new securities Based Lines of Credit or Mortgages. The Lending Product Specialist will play a key role in communication between the advisor, branch support staff, and sales teams within Private Client Banking. The Lending Product Specialist will provide high-level information and guidance regarding lending capabilities at Raymond James Bank.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities
Knowledge of
Basic principles of banking and finance, including securities backed lending, Mortgage Lending, and pipeline management responsibilities
Understanding of securities as collateral
Securities Based Lending rates and Mortgage lending rates
Skill in
Critical thinking, problem solving and creativity.
Providing a high level of service in the spirit of Raymond James%26rsquo Service 1st commitment.
Organizational skills including a high level of accuracy and attention to detail.
Effective oral and written communications to convey high level detail on bank lending products and processes.
Operating standard office equipment and using required software applications.
Ability to
Build strong and productive relationships with Financial Advisors, Banking Consultants, Internal Banking Consultants, Securities Based Lending Consultants, and Mortgage Consultants and other internal partners.
Demonstrate positive initiative and poise working in a fast-paced environment.
Collaborate with other functional areas to accomplish objectives.
Work independently as well as collaboratively within a team environment.
Articulate reasons behind decisions. Clearly communicate regarding decisions, changes, and other relevant information.
Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines.
Present effectively and informatively.
Maintain a high level of integrity and confidentiality.
Educational/Previous Experience Requirements
Education/Previous Experience
Associates degree and a minimum of five (5) years of consumer/commercial lending experience.
OR
An equivalent combination of education, training or experience as approved by Human Resources.
Licenses/Certifications
NMLS
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
