Portfolio Manager-C&I - Villanova, United States - Raymond James Financial Incorporated

Raymond James Financial Incorporated Villanova, United States

4 days ago

Description

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.

Job Summary

The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.

Essential Duties and Responsibilities

Underwrites requests for credit extensions to new and existing client
Performs detailed financial analysis primarily for Commercial & Industrial lending opportunitie
Prepares the following for presentation to Senior Loan Committee by the relationship managers:

Credit Approval Requests (CAR)

Modification

Covenant Waivers / Amendment

Periodic Review

Manages / monitors assigned portfolio for:

Borrower Credit Trend

Accurate and Timely Risk Rating

Required Financial Reporting

Covenant Compliance

Borrowing Base Availability

Payment Delinquencie

Overdraft

Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval when they occur
Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements contained in the loan document
Prepares periodic financial reviews where required
Ensures the timely spreading of interim and annual financial statements provided by client
Accompanies the relationship manager on prospect / client calls when appropriate

Qualifications:

Knowledge, Skills, and Abilities

Knowledge of

Demonstrated knowledge of accounting theory and its practical application in the credit underwriting proce
Proficient in various spreadsheet applications, including the use of graphs, charts and Moody's financial analysis software

Skill in

Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition and projection
Excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
Strong written and verbal communication skill
Strong presentation skill

Ability to

Ability to work independently and within a team

Educational/Previous Experience Requirements

Education/Previous Experience

Bachelor's Degree in Accounting, Finance, or related field; MBA preferred
Minimum 5-6 years of credit analysis and underwriting experience
Completion of bank commercial credit training program

Raymond James Guiding Behaviors

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 outcome
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

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