Raymond James Financial
Credit Production Manager
Raymond James Financial, Pittsburgh, Pennsylvania, United States, 15201
Private Bank Credit Production Manager
Analyze credit proposals and customer characteristics to determine credit worthiness and appropriate terms for approval in accordance with policies and risk appetite. TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients. The Private Bank Credit Production Manager will report to the Private Bank Underwriting Manager and will manage SBLOC and IBLOC applications through the Private Bank's underwriting process. The Credit Production Manager will provide timely and effective analysis and decision making while consistently completing a daily workload. Primary Functions of the Position:
In a high-volume environment, evaluates/validates defined eligible collateral, advance formulas, and supporting collateral information. Reviews brokerage statements and system feeds in order to value collateral assets associated with Private Bank lines of credit. Conducts credit investigations and related due diligence. Assists the collateral monitoring group in analyzing service requests. When required, reviews legal and borrower-provided documentation for accuracy and completeness. May assist in the analysis of problem accounts and propose acceptable solutions regarding customer service issues. Performs related reporting and project support work. Education and Experience Requirements:
Bachelor's Degree, preferably in Business or related field. Minimum 1-3 years of banking or securities experience including previous experience in brokerage statement or credit analysis. Financial services experience with exposure to marketable securities, collateralized or asset-based lending, or loan administration is preferred. Essential Skills and Abilities:
Demonstrated knowledge of accounting principles and reconcilement procedures. Proficient in MS Office, specifically Excel and Word. Organized with strong attention to detail. Professional interpersonal and communication skills. Strong writing, critical-thinking, and analytical skills. Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance General Experience - 3 to 6 years Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS) Travel: Resident Workstyle: Resident 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.
Analyze credit proposals and customer characteristics to determine credit worthiness and appropriate terms for approval in accordance with policies and risk appetite. TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients. The Private Bank Credit Production Manager will report to the Private Bank Underwriting Manager and will manage SBLOC and IBLOC applications through the Private Bank's underwriting process. The Credit Production Manager will provide timely and effective analysis and decision making while consistently completing a daily workload. Primary Functions of the Position:
In a high-volume environment, evaluates/validates defined eligible collateral, advance formulas, and supporting collateral information. Reviews brokerage statements and system feeds in order to value collateral assets associated with Private Bank lines of credit. Conducts credit investigations and related due diligence. Assists the collateral monitoring group in analyzing service requests. When required, reviews legal and borrower-provided documentation for accuracy and completeness. May assist in the analysis of problem accounts and propose acceptable solutions regarding customer service issues. Performs related reporting and project support work. Education and Experience Requirements:
Bachelor's Degree, preferably in Business or related field. Minimum 1-3 years of banking or securities experience including previous experience in brokerage statement or credit analysis. Financial services experience with exposure to marketable securities, collateralized or asset-based lending, or loan administration is preferred. Essential Skills and Abilities:
Demonstrated knowledge of accounting principles and reconcilement procedures. Proficient in MS Office, specifically Excel and Word. Organized with strong attention to detail. Professional interpersonal and communication skills. Strong writing, critical-thinking, and analytical skills. Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance General Experience - 3 to 6 years Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS) Travel: Resident Workstyle: Resident 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.