Assist internal and external Raymond James clients with inquiries, issues and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit and Securities Based Lines of Credit
Job Summary
Assist internal and external Raymond James clients with inquiries, issues and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit and Securities Based Lines of Credit.
Provides assistance for internal and external client with Raymond James Bank deposit productions, including Enhanced Savings Accounts, Bank Certificates of Deposits, & retail deposit accounts.
Mitigate regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures.
Matching Summary
Assist internal and external Raymond James clients with inquiries, issues and general support for Private Client loans including Residential Mortgages, Home Equity Lines of Credit and Securities Based Lines of Credit.