Senior Manager, Loan Review – C&I

🔥 4 minutes ago

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Raymond James

10,000+ employees

Founded 1962

💸 Finance

Finance • Wealth Management • Investment Banking

Raymond James is a global financial services firm that offers a comprehensive range of investment solutions including wealth management, asset management, and investment banking services. The firm specializes in providing tailored financial planning and investment advice to individuals and institutions, with a focus on retirement planning, estate management, and financial education. Backed by a strong team of financial advisors and industry expertise, Raymond James is committed to helping clients achieve their financial goals through personalized services.

📋 Description

• Conducting credit risk assessments on loan portfolios within Raymond James Bank and TriState Capital Bank • Review loans based on risk assessment findings as part of the Bank’s continuous monitoring program • Evaluate loans for adherence to the Bank’s credit underwriting standards, policies, procedures, guidelines and regulatory requirements • Develop quantitative analysis to assess credit risk at the portfolio level • Perform independent loan reviews to evaluate the creditworthiness of the borrower • Analyze financial statements to ensure risk rating is appropriate • Discuss deficiencies and identified weaknesses with loan officers and managers

🎯 Requirements

• Bachelor’s degree in Business, Economics, Accounting or Finance • at least seven (7) years of experience in CRE or C&I lending • credit/loan review and/or similar position requiring strong business knowledge and credit judgment.

🏖️ Benefits

• 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) • parental leave

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