What are the responsibilities and job description for the Document Management Specialist - RJ Bank position at Raymond James Financial, Inc.?
Document Management Specialist - RJ Bank-2402557
Description
Job Summary
Under direct supervision, uses knowledge and skills obtained through training and experience to identify, scan, and index mortgage documents. Extensive contact with internal and external customers is required to obtain, clarify, or provide facts and information and to identify, research, and resolve problems.
Essential Duties and Responsibilities
- Reviews loan documents for accuracy and completeness
- Assists with filing and retrieval of overnight and interoffice mail
- Assists with incoming executed closing packages
- Tracks trailing documents and queues for review by Sr. Post Closers.
- Assigns closed loan packages to Sr. Post Closers for boarding and shipping
- Maintains and administers original collateral documents
- Assists with emailing closing agent instructions for final title policies and original recorded mortgages
- Performs other duties and responsibilities as assigned
Qualifications
Knowledge, Skills, and Abilities
Knowledge of
Knowledge, Skills, and Abilities
Knowledge of
- Basic concepts, practices, and procedures of closing and post-closing process
- Basic principles of banking
- Basic fundamental concepts, principles and practices used in mortgage process
- Basic knowledge in Microsoft and Adobe
- Company’s working structure, policies, mission and strategies
Skill in
- Processing various mortgage documents.
- Problem solving
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
- Communicate effectively, both orally and in writing, with all organizational levels, including senior management.
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions.
- Balance conflicting resource and priority demands.
- Partner with other functional areas to accomplish objectives.
- Work independently as well as collaboratively within a team environment.
- Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
Educational/Previous Experience Requirements
Education/Previous Experience
Education/Previous Experience
- High school diploma and zero (0) to two (2) years of relevant experience
- OR ~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
- None
Raymond James Guiding Behaviors
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:
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
Job Banking
Primary Location US-FL-St. Petersburg-Saint Petersburg
Organization RJ Bank
Schedule Full-time
Shift Day Job
Travel No
Eligible for Discretionary Bonus Yes
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