Qureos Mentor

Raymond James

<div><p><b>Job Description Summary
</b></p><p></p><div><div><div><div><div><div><div><p><b>Job Description
</b></p></div></div></div></div></div></div></div><h3 class="jobSectionHeader"><b>Summary of the </b><b>Position:
</b></h3><p></p><p>The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans.
</p><p></p><h3 class="jobSectionHeader"><b>Primary Functions of the </b><b>Position:
</b></h3><p></p><ul><li>Ensure that the core loan system matches the executed legal documents, whether via input or review
</li><li>Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports
</li><li>Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues
</li><li>Provide backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans
</li><li>Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables
</li></ul><p></p><h3 class="jobSectionHeader"><b>Education and Experience </b><b>Requirements:
</b></h3><p></p><ul><li>High School Diploma or equivalent; post-secondary degree preferred
</li><li>2-4 years of experience, including previous bank operations or financial services experience
</li><li>Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus
</li></ul><p></p><h3 class="jobSectionHeader"><b>Essential Skills and </b><b>Abilities:
</b></h3><p></p><ul><li>Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents
</li><li>Strong attention to detail
</li><li>Ability to communicate effectively in person, through email, and over the phone
</li><li>Proficiency in basic math skills and general knowledge of office software is required
</li><li>Ability to work in a fast-paced, high-intensity work environment
</li><li>Job may require additional hours of work during peak periods to meet service levels
</li></ul><p></p><div><div><div><div><div><div><div><p><b>Education
</b></p></div></div></div></div></div></div></div>High School (HS)
<p></p><div><div><div><div><div><div><div><p><b>Work Experience
</b></p></div></div></div></div></div></div></div>General Experience - 4 to 6 months
<p></p><div><div><div><div><div><div><div><p><b>Certifications
</b></p></div></div></div></div></div></div></div><p></p><p><b>Travel
</b></p><p></p><p><b>Workstyle
</b></p>Resident
<p></p><div>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.
<br>
We expect our associates at all levels to:
<br>
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div><p></p><p>At Raymond James &ndash; 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.</p></div><p></p>

Loan Servicing & QA Specialist

<div><p><b>Job Description Summary
</b></p>As part of our Compliance, Supervision, Risk &amp; Audit (CSRA) IT Team, Senior Analyst will serve as a strategic partner to business and IT driving the delivery of innovative, scalable, and efficient technology solutions. You will lead the end-to-end analysis process, from requirements gathering and documentation to solution validation and implementation support. This role requires a blend of business acumen, technical expertise, and leadership to influence outcomes and ensure alignment with organizational goals.
<p></p><p><b>Job Description
</b></p><div><div><div><b>This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month.
</b></div><p></p><div><div><div><div><div><div><div><div><div><p><b><i>Please note: This role is not eligible for Work Visa sponsorship, either currently or in the future.
</i></b></p></div></div></div></div></div></div></div></div></div><p></p><p><b>Responsibilities
</b></p></div><div><ul><li><p>Translate business needs into clear, actionable technical requirements and user stories.
</p></li><li><p>Act as a subject matter expert (SME) for assigned systems and business domains.
</p></li><li><p>Lead the elicitation, documentation, and management of business and functional requirements for complex technology initiatives.
</p></li><li><p>Collaborate with cross-functional teams including developers, QA, and business stakeholders to ensure successful delivery.
</p></li><li><p>Facilitate user acceptance testing (UAT), validate test cases, and ensure solutions meet business expectations.
</p></li><li><p>Create and maintain process flows, wireframes, prototypes, and technical/user documentation.
</p></li><li><p>Support production issue triage and resolution
</p></li><li><p>Apply project management, change control, and issue tracking best practices throughout the project lifecycle.<br>
</p></li></ul></div></div><div><div><p><br>
<b>Skills
</b></p></div><p></p><div><ul><li><p>Minimum of a Bachelor's degree in Computer Science, MIS, Business or related degree and five (5) years of relevant experience or a combination of education, training and experience.
</p></li><li><p>Proven ability to elicit &amp; document business requirements, influence stakeholders, and drive consensus across diverse teams.
</p></li><li><p>Proficient in data analysis, testing support, and issue triaging.
</p></li><li><p>Strong understanding of SDLC, Agile, Waterfall, and hybrid methodologies.
</p></li><li><p>Proven ability to manage vendor relationships, including defining scope, monitoring deliverables, mitigating risks, and ensuring adherence to contractual SLAs.
</p></li><li><p>Experience with tools like SQL, TFS, Azure DevOps, ServiceNow, Visio, and Postman a plus.
</p></li><li><p>Demonstrated ability to manage multiple priorities and switch between projects as needed.
</p></li><li><p>Excellent communication skills with the ability to translate between technical and business audiences.
</p></li><li><p>Experience with Compliance/Risk Management based software implementations, specifically OpenPages, Business Continuity in the Cloud, or Everbridge 360 a plus.
</p></li><li><p>Familiarity with AI tools (e.g., Copilot, ChatGPT) for documentation and productivity is desirable.
</p></li></ul></div></div><p></p><p><b>Education
</b></p>Bachelor&rsquo;s: Accounting, Bachelor&rsquo;s: Business Administration (Required)
<p></p><p><b>Work Experience
</b></p>General Experience - 3 to 6 years
<p></p><p><b>Certifications
</b></p><p></p><p><b>Travel
</b></p><p></p><p><b>Workstyle
</b></p>Hybrid
<p></p><div>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.
<br>
<br>
We expect our associates at all levels to:
<br>
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div><p></p><p>At Raymond James &ndash; 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.</p></div>

Lead Business Analyst, Technology

<div><p><b>Job Description Summary
</b></p>Under intermittent supervision, uses extensive knowledge and skills obtained through education and experience in securities and/or the banking industry to administer and to manage compliance functions related to Investment Advisor Representatives (IARs). Ensures alignment with SEC Regulations under the Investment Advisors Act of 1940. Leads large or multiple projects with significant scope and impact. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with a high level of latitude for un-reviewed actions or decisions. Provides comprehensive solutions to vastly complex problems. Maintains extensive contact with internal customers to identify, research, analyze and resolve very complex issues.
<p></p><p><b>Job Description
</b></p><p><b>Essential Duties and Responsibilities
</b></p><p></p><ul><li><p>Oversees compliance exception reporting processes and collaborates surrounding corrective actions.
</p></li><li><p>Coaches, trains, and mentors less experienced Compliance associates.
</p></li><li><p>May assist with the development and implementation of continuing education and training programs for the department in conjunction with management.
</p></li><li><p>Schedules and oversees compliance processes including scheduling, training, and review of compliance reporting.
</p></li><li><p>Directs adjustments to existing programs, policies, and procedures, as required, to ensure adherence to all regulatory requirements
</p></li><li><p>Ensures that compliance activities are commensurate with the level of risk being mitigated.
</p></li><li><p>Provides escalated support and guidance on compliance issues.
</p></li><li><p>Monitors and reviews reporting, audits, and correspondence.
</p></li><li><p>Identifies, recommends, and works with other areas of the firm to automate and streamline functions to improve operational efficiencies of compliance systems.
</p></li><li><p>May serve as compliance liaison on various committees, working groups, or projects representing departmental interests.
</p></li><li><p>Informs Senior Compliance Management about issues that may involve rule violations or potential liability.
</p></li><li><p>Assists management to implement adequate controls and quality assurance processes to detect and address potential compliance problems.
</p></li><li><p>Distributes field facing and internal update communications
</p></li><li><p>Maintains department specific intranet resources
</p></li><li><p>Research compliance issues.
</p></li><li><p>Develops and maintains compliance policies and procedures.
</p></li><li><p>Reports compliance program status and activities to compliance and business management.
</p></li><li><p>Prepares and delivers written and oral presentations to management.
</p></li><li><p>Performs other duties and responsibilities as assigned.
</p></li></ul><p></p><p><b>Knowledge, Skills, and Abilities
</b></p><p></p><p><b>Knowledge of:
</b></p><ul><li><p>Concepts, practices, and procedures of securities industry and/or banking compliance reviews.
</p></li><li><p>Rules and regulations of the Securities Exchange Commission (SEC); Financial Industry Regulatory Authority (FINRA); and state securities regulatory agencies; and/or Federal Deposit Insurance Corporation (FDIC); Office of the Comptroller of the Currency (OCC); Federal Financial Institutions Examination Council (FFIEC); Office of Thrift Supervision (OTS); Federal Reserve System; and state banking regulatory agencies.
</p></li><li><p>Fundamental investment concepts, practices and procedures used in the securities industry.
</p></li><li><p>Principles of banking and finance and securities industry operations.
</p></li><li><p>Financial markets and products.
</p></li></ul><p></p><p><b>Skill in:
</b></p><ul><li><p>Overseeing compliance programs.
</p></li><li><p>Integrating and aligning compliance processes and procedures with business processes.
</p></li><li><p>Coordinating complex compliance activities.
</p></li><li><p>Providing support and guidance for compliance efforts.
</p></li><li><p>Identifying and implementing controls and quality assurance processes.
</p></li><li><p>Reviewing materials for compliance with rules and regulations.
</p></li><li><p>Researching compliance issues.
</p></li><li><p>Developing compliance training programs.
</p></li><li><p>Gathering information and preparing oral and written reports.
</p></li><li><p>Preparing and delivers written and oral presentations.
</p></li><li><p>Investigating relevant irregularities.
</p></li><li><p>Making rule-based and analytical decisions.
</p></li><li><p>Operating standard office equipment and using required software applications.
</p></li></ul><p></p><p><b>Ability to:
</b></p><ul><li><p>Provide training, coaching, and mentoring for others.
</p></li><li><p>Partner with other functional areas to accomplish objectives.
</p></li><li><p>Facilitate meetings, ensuring that all viewpoints, ideas, and problems are addressed.
</p></li><li><p>Attend to detail while maintaining a big picture orientation.
</p></li><li><p>Gather information, identify linkages and trends, and apply findings to assignments.
</p></li><li><p>Interpret and apply securities and/or banking regulations and identify and recommend compliance changes as appropriate.
</p></li><li><p>Work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with frequent interruptions and changing priorities.
</p></li><li><p>Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels.
</p></li><li><p>Work independently as well as collaboratively within a team environment.
</p></li><li><p>Provide a high level of customer service.
</p></li><li><p>Establish and maintain effective working relationships at all levels of the organization.
</p></li><li><p>Maintain confidentiality.
</p></li><li><p>Maintain currency in securities and/or banking industry rules and regulations and best practices in compliance.
</p></li></ul><p></p><p><b>Educational/Previous Experience Requirements
</b></p><p></p><ul><li><p>Bachelor&rsquo;s degree (B.A. /B.S.) and a minimum of six (6) years of experience in Compliance and/or the financial services industry preferred.
</p></li></ul><p>~or~
</p><ul><li><p>Any equivalent combination of experience, education, and/or training approved by Human Resources.
</p></li></ul><p></p><p><b>Licenses/Certifications
</b></p><p></p><ul><li><p>None Required.
</p></li><li><p>Series 7 and 65 or 66 preferred
</p></li><li><p>Additional licenses/certifications demonstrating the candidate&rsquo;s knowledge/expertise in industry regulation and concepts preferred.
</p></li></ul><p></p><p><b>Education
</b></p><p></p><p><b>Work Experience
</b></p><p></p><p><b>Certifications
</b></p><p></p><p><b>Travel
</b></p>Less than 25%
<p></p><p><b>Workstyle
</b></p>Hybrid
<p></p><div>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.
<br>
<br>
We expect our associates at all levels to:
<br>
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul></div><p></p><p>At Raymond James &ndash; 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.
</p>#LI-AF1</div>

Compliance Manager, Investment Advisory Compliance

<div>
 <strong>
  Job Description Summary
  <br/>
  <br/>
 </strong>
 Be The Tech Hero Behind the Scenes.
 <br/>
 <br/>
 We're looking for a proactive, people-first problem solver to join our End User Support team. If you're passionate about tech, love helping others, and thrive in a fast-paced environment, this role is your next big move.
 <br/>
 <br/>
 <strong>
  Job Description
  <br/>
  <br/>
 </strong>
 This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Southfield, MI or Memphis, TN, office.
 <br/>
 <br/>
 <em>
  <strong>
   Please note: This role is NOT eligible for Work Visa sponsorship, either currently or in the future.
   <br/>
   <br/>
  </strong>
 </em>
 <strong>
  What You&rsquo;ll Do
  <br/>
  <br/>
 </strong>
 As an Associate Analyst, you&rsquo;ll be the go-to expert for second-level technical support&mdash;delivering solutions that keep our teams running smoothly. Whether it&rsquo;s troubleshooting hardware, resolving software issues, or jumping in on-site to save the day, you&rsquo;ll be a key player in creating a seamless tech experience.
 <br/>
 <br/>
 <strong>
  Your Day-to-Day
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Install, configure, and troubleshoot hardware, software, and connectivity issues&mdash;remotely and in person.
  </li>
  <li>
   Respond to escalated support tickets and service requests with speed and precision.
  </li>
  <li>
   Translate tech-speak into plain English for non-technical users.
  </li>
  <li>
   Keep detailed records of support activity in our ticketing system.
  </li>
  <li>
   Share insights and trends to improve our knowledge base and support strategy.
  </li>
  <li>
   Test new tools and software releases and contribute to cross-functional projects.
  </li>
  <li>
   Support mobile devices, business apps, and security tools.
  </li>
  <li>
   Perform advanced hardware diagnostics and manage warranty processes.
  </li>
  <li>
   Communicate system issues clearly to users and leadership.
  </li>
  <li>
   Participate in on-call rotations and occasional off-hours support.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What You Bring
  <br/>
  <br/>
 </strong>
 <strong>
  Tech Know-How:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong experience with Windows OS, mobile platforms, networking, and enterprise software.
  </li>
  <li>
   Familiarity with business and financial services applications is a plus.
  </li>
  <li>
   Solid understanding of security tools and best practices.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Professional Attributes for Success
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Clear communicator who can simplify complex tech for any audience.
  </li>
  <li>
   Analytical thinker who can spot patterns and solve problems fast.
  </li>
  <li>
   Time management pro who thrives under pressure.
  </li>
  <li>
   Customer-first mindset with a passion for delivering top-tier service.
  </li>
  <li>
   Self-starter who takes initiative and owns outcomes.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Your Background
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   2&ndash;3 years in a technical helpdesk or IT support role.
  </li>
  <li>
   Bonus points for certifications (CompTIA, Microsoft, etc.).
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Why Join Us?
  <br/>
  <br/>
 </strong>
 You won&rsquo;t just be fixing tech - you&rsquo;ll be empowering people. You&rsquo;ll work with a collaborative team, gain exposure to cutting-edge tools, and have opportunities to grow your career in IT. If you&rsquo;re ready to level up your support game, we want to hear from you.
 <br/>
 <br/>
 <strong>
  Education
  <br/>
  <br/>
 </strong>
 High School (HS) (Required)
 <br/>
 <br/>
 <strong>
  Work Experience
  <br/>
  <br/>
 </strong>
 General Experience - 13 months to 3 years
 <br/>
 <br/>
 <strong>
  Certifications
  <br/>
  <br/>
 </strong>
 <strong>
  Travel
  <br/>
  <br/>
 </strong>
 Less than 25%
 <br/>
 <br/>
 <strong>
  Workstyle
  <br/>
  <br/>
 </strong>
 Hybrid
 <br/>
 <br/>
 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.
 <br/>
 <br/>
 <strong>
  We Expect Our Associates At All Levels To
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Grow professionally and inspire others to do the same
  </li>
  <li>
   Work with and through others to achieve desired outcomes
  </li>
  <li>
   Make prompt, pragmatic choices and act with the client in mind
  </li>
  <li>
   Take ownership and hold themselves and others accountable for delivering results that matter
  </li>
  <li>
   Contribute to the continuous evolution of the firm
   <br/>
   <br/>
  </li>
 </ul>
 At Raymond James &ndash; 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.
 <br/>
 <br/>
</div>


Associate Analyst, End User Support

<div>
 <p>
  <strong>
   Job Description Summary
  </strong>
 </p>
 <p>
  Independent Financial Services (IFS) is a dynamic and client-focused financial advisory firm committed to delivering personalized wealth management solutions. Our team thrives on collaboration, integrity, and continuous growth. We&rsquo;re seeking an Administrative Professional to support our advisors and clients with precision and care. The role is ideal for someone who enjoys helping people, creating a welcoming environment, and keeping the office running smoothly behind the scenes.
 </p>
 <p>
  IFS offers a competitive compensation package, professional development support, and career advancement opportunities.
 </p>
 <p>
  <strong>
   Job Description
  </strong>
 </p>
 <p>
  You&rsquo;ll be the first point of contact for clients &mdash; both in person and over the phone &mdash; and a key support partner for our advisors and operations team. The right person brings professionalism, warmth, and a steady presence to the front desk while handling a variety of administrative tasks with accuracy and care.
 </p>
 <p>
  <strong>
   Key Responsibilities
  </strong>
 </p>
 <ul>
  <li>
   Greeting clients and creating a welcoming, professional environment
  </li>
  <li>
   Answering phones, routing calls, and taking accurate messages
  </li>
  <li>
   Managing calendars and scheduling client appointments
  </li>
  <li>
   Supporting client onboarding tasks and workflow steps
  </li>
  <li>
   Processing money movements under advisor direction (check requests, transfers, ACH forms, contribution/withdrawal paperwork)
  </li>
  <li>
   Ensuring accuracy, proper documentation, and adherence to firm procedures
  </li>
  <li>
   Light administrative work: scanning, filing, organizing documents
  </li>
  <li>
   Inbox monitoring and routing emails to the appropriate team members
  </li>
  <li>
   Updating CRM records and entering basic client information
  </li>
  <li>
   Maintaining office organization, supplies, and general tidiness
  </li>
  <li>
   Protect client confidentiality and handle sensitive information with discretion
  </li>
 </ul>
 <p>
  <strong>
   Preferred Qualifications
  </strong>
 </p>
 <ul>
  <li>
   High school diploma or equivalent required
  </li>
  <li>
   Previous experience in a receptionist, administrative, or client‑service role
  </li>
  <li>
   Strong attention to detail and accuracy, especially with client information and money movement forms
  </li>
  <li>
   Comfort with basic office technology (phones, email, scanning, scheduling tools, CRM basics)
  </li>
  <li>
   Ability to multitask and stay organized in a steady, client‑focused environment
  </li>
  <li>
   Financial services experience is a plus but not required
  </li>
 </ul>
 <p>
  <em>
   Independent Financial Services and its employees are
  </em>
  <strong>
   <em>
    independent contractors with respect to Raymond James
   </em>
  </strong>
  <em>
   ; not employees of Raymond James. The term &ldquo;Raymond James&rdquo; includes, but is not limited to Raymond James Financial Services, Inc. (&ldquo;RJFS&rdquo;) and Raymond James Financial Services Advisors. Inc. (&ldquo;RJFSA&rdquo;) as affiliates.
  </em>
 </p>
 <p>
  <strong>
   Education
  </strong>
 </p>
 <p>
  High School (HS) (Required)
 </p>
 <p>
  <strong>
   Work Experience
  </strong>
 </p>
 <p>
  General Experience - 7 to 12 months
 </p>
 <p>
  <strong>
   Certifications
  </strong>
 </p>
 <p>
  <strong>
   Travel
  </strong>
 </p>
 <p>
  Less than 25%
 </p>
 <p>
  <strong>
   Workstyle
  </strong>
 </p>
 <p>
  Resident
 </p>
 <p>
 </p>
</div>


Administrative Assistant