PCB Loan Specialist

Job Description Job Summary: Under general supervision, uses advanced skills gained through education and experience to support, in an assigned functional area, the preparation of financial and mortgage related entries and the general review of general ledger accounts. Established procedures and general guidance and direction are provided to perform a variety of complex, non-routine tasks. Originality and ingenuity are required to locate, select and apply appropriate procedures, processes and techniques to assignments that are broad in nature. Resolves most questions and problems and refers new or unusual issues to a higher level. May serve as a resource to others in resolving complex problems and issues. Job requires limited decision making ability. Routine contact with internal and external customers is required to obtain, clarify or provide facts and information. Essential Duties and Responsibilities: • Uses general ledger accounting software to assist in balancing daily reconciliations. • Prepares general ledger entries on a daily basis. • Researches assigned transaction and account discrepancies. • Assist in processing fundings and balancing entries of mortgage loan closings • Performs wire transactions and disbursement entries. • Works with incoming mortgage payments • Assists in maintaining policy and procedure manuals. • Assists in preparing requested information for internal/external auditors. • Performs other duties and responsibilities as assigned. Knowledge of: • General office practices, procedures, and methods • Basic accounting concepts, practices and procedures. • General ledger accounting software or ability to learn specific tasks. • Mortgage related funding, disbursing and balancing task • Loan operations experience preferred Skill in: • Entering transactions into an automated accounting system. • Reconciling bank and general ledger accounts. • Analyzing and adjusting basic transaction and account balance discrepancies. • Gathering and compiling information. • Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases. Ability to: • Identify and resolve basic accounting problems. • Communicate effectively, both orally and in writing, with all organizational levels. • Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities. • Provide a high level of customer service. Educational/Previous Experience Requirements: • High School Diploma or equivalent and a minimum of four (4) years of accounting support experience required. • Associate’s degree (A.A.) or equivalent from a two-year college or technical school; or six months to one year related experience and/or training. ~or~ • An equivalent combination of education, experience and/or training approved by Human Resources. Licenses/Certifications: • None required. Education Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance Work Experience General Experience - 7 to 12 months Certifications Travel Less than 25% Workstyle Resident 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. #LI-AT1 Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962 in St. Petersburg, Florida, rather than on Wall Street, we have always embraced being a different kind of financial services firm. Today, Raymond James has locations and subsidiaries across the United States, Canada, the United Kingdom and Germany, and is listed on the New York Stock Exchange under the symbol RJF. Thanks for your interest in working with Raymond James. While we might not have the perfect role for you today, we'd love to keep in touch. Join our Talent Network to stay up to date on career opportunities that may be a good fit for you. Our business is deeply focused on people and their financial well-being. We're committed to helping individuals, corporations and institutions achieve their goals, while also supporting successful professionals and helping our communities prosper. We believe doing well and doing good aren't mutually exclusive. As an established but ever-evolving company, you can start – or continue – growing your career here. We invest in you with wide-ranging benefits and the support of leaders and colleagues who care. From development opportunities and enriching networking groups to prioritizing diversity, inclusion and the power of different perspectives, Raymond James is where good people grow. Our people-first culture is outlined in our Culture Blueprint. Check it out to see why many choose to work at Raymond James – and why they stay.