Credit Production Manager

Raymond James•Pittsburgh, PA

1d•Onsite

About The Position

The Private Bank Credit Production Manager manages securities-backed line of credit (SBLOC) and insurance-backed line of credit (IBLOC) applications through the Private Bank’s underwriting process, providing timely and effective analysis and decision making while consistently completing a daily workload. This position reports to the Private Bank Credit Production Manager.

Requirements

Bachelor’s Degree, preferably in Business or related field
Minimum 1-3 years of banking or securities experience, including experience in brokerage statement or credit analysis
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

Nice To Haves

Financial services experience with exposure to marketable securities, collateralized or asset-based lending, or loan administration is preferred

Responsibilities

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