Private Bank Credit Production Manager

Raymond James • Pittsburgh, PA

8d

About The Position

Summary of 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 provide timely and effective analysis and decision making while consistently completing a daily workload.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees