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Loan Specialist II - Mortgage Closer

Company

Raymond James Financial, Inc.

Location

Saint Petersburg, FL

Posted

July 18, 2026

Position Overview

**Essential Duties and Responsibilities**

+ Obtains required documentation and processes more complex loan applications.
+ Orders credit verifications and third party services.
+ Tracks receipt of and reviews post closing legal documents.
+ Follows up on missing documentation.
+ Verifies loan applications and supporting documents for accuracy and completeness.
+ Prepares and compiles documents for loan closing.
+ Prepares or reviews for accuracy, Good Faith Estimates of Closing Costs, Regulation Z disclosures, and other disclosures required by consumer regulation.
+ Performs initial credit analysis submission via automated underwriting, as requested. Schedules, coordinates loan closings, and clears for disbursement of loan proceeds.
+ Prepares compliance and accounting records and reports, as required by management and regulatory agencies.
+ Performs routine loan calculations. Assists customers with moderately complex inquires or problems.
+ Perfo...

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