Job Description Summary

Under limited supervision, and as a member of Loan Operations, uses extensive knowledge and skills obtained through training and experience to identify, analyze and document moderately complex business needs and processes using specific extensive input from the business unit or assigned functional area. Demonstrates subject matter expertise, the ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices. This includes collaborating with the management team to identify opportunities for operational efficiency and productivity improvements and assisting with special projects. May serve as the primary point of contact on complex or escalated issues as needed. May provide direction and guidance to team members. Applies specialized business knowledge and skills to produce significant deliverables. Working under limited supervision and with a high level of autonomy, this individual will contribute to all phases of process improvement, bringing an innovative spirit and analytical mind to enhancing existing processes and procedures.

Job Description

Essential Duties and Responsibilities

• Works hands-on with internal customers and stakeholders to understand business processes.
• Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, conducts benchmarking activities to identify best practices, and recommends changes for improvement.
• Consults with users to identify, analyze, refine and document business requirements.
• Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization.
• Collaborates with team members to define project scope(s) and objectives by gathering research and data using a demonstrated understanding of operations, systems and industry requirements.
• Demonstrates an understanding of the business case behind all projects, including the motivating factors for all stakeholders.
• Develops and maintains project schedules, prioritizes projects tasks and collaborates with other business units.
• Serves as a functional subject matter expert (SME) to provide internal consulting services to assigned functional area(s).
• May lead small to medium-sized projects.
• Consults with users to identify, analyze, refine and document business requirements.
• Serves as a liaison between client business units and technical business units by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions.
• Partners with technical business units to research, analyze and resolve of system and process problems.
• Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization.
• Proposes recommendations for process improvement
• Assists in planning and implementing change initiatives.
• Facilitates and participates in user testing of process and enhancements and core systems
• Performs other duties and responsibilities as assigned.

Knowledge of

• Functional, operational and technical requirements of all systems used by assigned functional area(s).
• Concepts of risk management, issue tracking, change management and requirements gathering.
• Core Private Client Banking loan servicing platform, and complementary systems.

Skill in

• Communicating system interface requirements and relationships.
• Creating and interpreting process maps and flowcharts.
• Interpreting client input, clarifying issues and developing solutions.
• Conducting business process and systems, feasibility and cost justification analyses.
• Preparing various reports, summaries, surveys and written recommendations.
• Project planning and reporting and coordinating project activities across organizational lines.
• Preparing and delivering written and oral presentations.
• Operating standard office equipment and using required software applications.

Ability to

• Facilitate information gathering sessions ensuring that all viewpoints, ideas and problems are included in the project specifications.
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast- paced work environment.
• Attend to detail while maintaining a big picture orientation.
• Solve complex problems and model the business and financial impact of proposed scenarios.
• Ensure that all project activities have a focus on quality and adhere to any identified best practices.
• Perceive information, linkages and trends to apply this knowledge to assignments.
• Resolve moderately complex analytical challenges, independently analyze information, and make recommendations based on analysis.
• Read, comprehend and apply technical information.
• Use collaborative skills to accomplish work as a team.
• Solve problems with large, complex cross-functional systems and processes.
• Organize and prioritize multiple tasks and meet deadlines.
• Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
• Incite enthusiasm, influence, and motivate individuals and project teams without organizational authority.
• Provide a high level of customer service.
• Communicate effectively, both orally and in writing, with all organizational levels.

Education

Bachelor’s - Completed: Accounting, Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Finance

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Less than 25%

Workstyle

Hybrid

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

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. 

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