Raymond James Financial, Inc

Credit Production Manager

Raymond James Financial, Inc$70K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s Degree in Business, Accounting, or Finance
  • 1-3 years of banking or securities experience
  • Experience with brokerage statements or credit analysis
  • Familiarity with marketable securities
  • Exposure to collateralized or asset-based lending preferable

Responsibilities

  • Evaluate and validate eligible collateral and advance formulas
  • Review brokerage statements and system feeds to value collateral assets
  • Conduct credit investigations and due diligence
  • Assist the collateral monitoring team with service requests
  • Review legal and borrower documentation for accuracy
  • Analyze problem accounts and recommend solutions
  • Support reporting and project work

Benefits

  • Medical, dental, and vision insurance
  • Life and disability insurance
  • Retirement savings plan
  • Paid time off including vacation and sick leave
  • Parental leave
  • Additional offerings may vary based on position
Full Job Description

Job Description Summary

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.

Job Description

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
  • Professionalinterpersonal 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

N/A - Financial Industry Regulatory Authority (FINRA)

Travel

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.  Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

 

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

About Raymond James Financial, Inc

The Raymond James Technology and Communications Investment Banking Group is a committed and thoughtful partner that provides a full range of investment banking services and best practices. The group is comprised of experienced professionals that have extensive investment banking expertise. They leverage the industry expertise of Raymond James' award-winning research department. The group focuses on key sectors within technology and communications including: communications software, communication towers, defense electronics, enterprise software, internet infrastructure services, homeland security, IT services, mobile technology, semiconductors, software-as-a-service, telecommunications equipment, telecommunications infrastructure and support services, and wireless & wireline telecommunications services. They take pride in a client-centric approach to M&A, with focus on delivering independent solutions that creates value for the long term. The outcome of this unique approach may be seen in the successful transactions of their clients, including over 80 public offerings totaling $17 billion and over 85 strategic advisory transactions totaling over $5 billion in value since 1998.

Raymond James Financial, Inc Careers

Join the vibrant team at Raymond James Financial, Inc, a leading financial services company where innovation, leadership, and professional growth are at the forefront of our operations. As a hub of diversity and expertise, Raymond James offers unparalleled job opportunities that propel your career to new heights. Work You’ll Do At Raymond James Financial, Inc, you’ll collaborate with some of the most talented professionals in the financial industry. Our team is dedicated to providing strategic financial solutions and advice to our clients, helping them achieve their financial goals while fostering economic growth. With a culture rooted in leadership and diversity training, Raymond James is the perfect place to enhance your skills and thrive professionally. Join our market-leading team to assist a diverse range of clients, from individuals to large corporations, in navigating their financial planning with precision and innovative strategies. Lead in a role where your expertise directly influences the success and stability of our clients' financial futures. Work with a dynamic team of advisors and experts who are committed to pushing the boundaries of the financial sector through continuous innovation and exceptional client service. Raymond James Financial, Inc Job Opportunities Introducing the Raymond James Career Development Program We are committed to nurturing talent through our comprehensive career development program designed to provide every employee—from interns to senior leaders—with the tools and training necessary for success. Whether you’re just starting out with an internship or you’re a seasoned professional, Raymond James offers career paths that align with your ambitions and skills. Do Innovative Work Join a company where innovation is part of the daily routine. At Raymond James Financial, Inc, you’ll engage with cutting-edge financial tools and resources that keep you ahead in the industry. Our commitment to technology and innovation ensures that we stay at the forefront of financial services. Be Part of a Great Team Experience a collaborative environment where teamwork and networking are encouraged. Our inclusive culture supports diversity and offers benefits that ensure the well-being of all team members. At Raymond James, you’re not just an employee; you’re part of a family that values your unique contributions and supports your professional journey. Future-Proof Your Career Advance your career with Raymond James, where opportunities for growth are abundant. Benefit from our industry-leading training programs and gain certifications that will elevate your professional standing. With a focus on career longevity and satisfaction, Raymond James ensures that your professional journey is as rewarding as it is successful. Explore Discover the various positions available at Raymond James Financial, Inc that match your skills and interests. We are continuously hiring across multiple disciplines, eager to welcome passionate, curious, and solution-driven team players. Stay Connected Join Our Team Search open positions at Raymond James Financial, Inc and find the perfect match for your career aspirations. Explore a range of opportunities from financial advising to corporate roles that align with your professional skills and goals. Keep Up to Date Stay informed with the latest career tips, insider perspectives, and industry-leading insights—all from the professionals who thrive at Raymond James. Job Alert Emails Customize your subscription to receive job alerts, latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding career opportunities waiting for you at Raymond James Financial, Inc. Join Raymond James Financial, Inc today and be part of a company that values innovation, leadership, and professional growth. Your future in the financial industry starts here.
Learn more about Raymond James Financial, Inc
Size
15,000 employees
Market Cap
$22.6 billion
Industry
Net Income
$862 million
5 Year Trend
+11.6%
Revenue
$8.3 billion
NASDAQ

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