Private Bank Credit Production Manager

1 week ago

Pittsburgh, Pennsylvania, United States Raymond James Full time

Job Description Summary

Analyze credit proposals and customer characteristics to determine credit worthiness and appropriate terms for approval in accordance with policies and risk appetite.

Job Description

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. This position reports to the Private Bank Credit Production Manager.

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 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

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance

Work Experience

General Experience - 3 to 6 years

Certifications

Certified Anti-Money Laundering Specialist (ACAMS) - Association of Certified Anti-Money Laundering Specialists (ACAMS)

Travel

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.

  • Private Banker

    2 weeks ago

    Pittsburgh, Pennsylvania, United States F.N.B. Corporation Full time

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future.Position Title: Private Banker 1Business Unit: Private BankingReports To: Varies Based on AssignmentPosition Overview:This position is primarily responsible for marketing private banking services to business owners and...

  • Director of Consumer Banking Strategy and Product Development

    1 hour ago

    Pittsburgh, Pennsylvania, United States First National Bank Full time

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future.Position Title: Director of Consumer Banking Strategy and Product DevelopmentBusiness Unit: Retail OperationsReports to: Chief Consumer Banking OfficerPosition Overview:This role leads the strategic direction for the full...

  • Regional Banking Supervisor, Downtown Region

    1 week ago

    Pittsburgh, Pennsylvania, United States Dollar Bank Full time

    Job DescriptionThe Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit...

  • Private Client Relationship Manager

    5 days ago

    Pittsburgh, Pennsylvania, United States Citizens Bank Full time

    At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities.  Citizens Private Client provides personalized, world class financial planning and advice to help clients...

  • Manager, Community Products

    1 week ago

    Pittsburgh, Pennsylvania, United States Federal Home Loan Bank of Pittsburgh Full time

    Position SummaryThe Manager, Community Products will manage, direct, and supervise all aspects of the Bank's several statutory and voluntary products (First Front Door/Keys, Community Lending Program, Home4Good and Banking On Business).Primary Success FactorsManages, directs, and supervises all aspects of FHLBank's First Front Door (FFD), First Front Door...

  • Regional Banking Supervisor, South/West Regions

    6 hours ago

    Pittsburgh, Pennsylvania, United States Dollar Bank Full time

    The Regional Banking Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and providing tailored recommendations on banking products and services, including checking and savings accounts, credit cards, loans, and...

  • Manager of Sales and Service Support

    1 week ago

    Pittsburgh, Pennsylvania, United States First National Bank Full time

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future.Position Title: Manager of Sales and Service Support - Wholesale Banking SolutionsBusiness Unit: Commercial BankingReports to: Manager of Wholesale Banking SolutionsPosition Overview:This position is primarily responsible for...

  • Marketing Lead- Private Bank

    1 week ago

    Pittsburgh, Pennsylvania, United States PNC Bank Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Assistant Manager of Consumer Loan Underwriting

    1 hour ago

    Pittsburgh, Pennsylvania, United States First National Bank Full time

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future.Position Title: Assistant Manager of Loan UnderwritingBusiness Unit: Retail LendingReports to: Manager of Loan UnderwritingPosition Overview:This position is primarily responsible for leading a team of Loan Underwriters while...

  • Private Equity Analyst

    8 hours ago

    Pittsburgh, Pennsylvania, United States PNC Full time

    R204295Job ProfilePosition OverviewPNC Mezzanine ), a private equity affiliate of PNC Financial Services Group, is seeking an Analyst to join our team. Since our inception in 1989, we have actively invested over $2B of debt and equity capital in over 100 middle-market platform companies across a wide range of industries. Our current portfolio of nearly 30...