Location
Pittsburgh
Job Type
Full-time
Posted
July 04, 2026
Job Description
Primary Functions of the Position:
+ Have a working knowledge and understanding of all the documents that are reviewed for new and existing loans
+ Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation
+ Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client requests
+ 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 client engagements
+ Works closely with other teams within operations and throughout the bank to enhance current processes
+ Participates effectively in assigned projects
Education and Experience Requirements:
+ Bachelor’s Degree, or equivalent...
+ Have a working knowledge and understanding of all the documents that are reviewed for new and existing loans
+ Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation
+ Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client requests
+ 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 client engagements
+ Works closely with other teams within operations and throughout the bank to enhance current processes
+ Participates effectively in assigned projects
Education and Experience Requirements:
+ Bachelor’s Degree, or equivalent...
Ready to Apply?
Submit your application for Client Services Representative, Fulfillment & Close at Raymond James Financial, Inc.
Apply Now