Raymond James · 2 months ago
SVP, Tax-Exempt Lending Manager - RJ Bank
Saint Petersburg - 880 Carillon Pkwy
Full-time
Hybrid
Senior LevelRaymond James is a financial services firm, and they are seeking a Senior Vice President, Tax-Exempt Lending Manager to originate, structure, and monitor complex tax-exempt loans while managing key client relationships. The role involves advising senior management on tax-exempt lending developments and requires extensive coordination with the Public Finance Group.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Develop and execute business strategies for tax-exempt banking, targeting state and local governments, municipalities, educational institutions and nonprofit organizations
Cultivate and manage relationships with key clients, acting as a trusted advisor
Obtains, interprets and evaluates financial information to determine credit worthiness
Understands and can negotiate complex loan structures and guaranty agreements, price loans and obtain necessary credit approvals
Handles difficult negotiations and credit assessments on an independent basis
Contacts customers and prospects to market bank deposit products
Monitors existing loans to ensure compliance with terms and takes corrective action on variances
Develops and maintains a balanced and sound loan portfolio in conformance with established policies, strategies and procedures
Creates a pipeline of business of secure, profitable loans and deposits
Provides guidance and direction to less experienced lenders in analyzing financial data and evaluating credit worthiness
Interprets, applies and recommends changes to credit policies and procedures
Advises senior management on complex tax-exempt lending issues
Performs other duties and responsibilities as assigned
Qualification
Required
Extensive knowledge and skills obtained through education and experience to originate, structure and monitor a wide variety of the most complex tax-exempt loans
Ability to cultivate and manage key client relationships
Ability to advise senior management on tax-exempt lending developments and issues
Ability to influence strategic direction and develop tactical plans
Ability to complete complex assignments with substantial latitude for unreviewed actions or decisions in compliance with lending parameters
Ability to provide comprehensive solutions to complex problems or needs
Ability to evaluate end results for achieving goals and objectives
Extensive coordination with the Public Finance Group to develop, sell or service products to external tax-exempt customers
Develop and execute business strategies for tax-exempt banking, targeting state and local governments, municipalities, educational institutions and nonprofit organizations
Cultivate and manage relationships with key clients, acting as a trusted advisor
Obtain, interpret and evaluate financial information to determine credit worthiness
Understand and negotiate complex loan structures and guaranty agreements, price loans and obtain necessary credit approvals
Handle difficult negotiations and credit assessments on an independent basis
Contact customers and prospects to market bank deposit products
Monitor existing loans to ensure compliance with terms and take corrective action on variances
Develop and maintain a balanced and sound loan portfolio in conformance with established policies, strategies and procedures
Create a pipeline of business of secure, profitable loans and deposits
Provide guidance and direction to less experienced lenders in analyzing financial data and evaluating credit worthiness
Interpret, apply and recommend changes to credit policies and procedures
Advise senior management on complex tax-exempt lending issues
Advanced structures, concepts, practices and procedures of tax-exempt lending
Deep knowledge of tax-exempt entities including understanding of the financial structures, funding sources, and regulatory environment of state and local governments, municipalities, school districts and nonprofit organizations
Established organizational policies, strategies and procedures for tax-exempt lending
Principles of banking and finance
Financial markets and products
Skill in analyzing financial information and determining credit worthiness
Skill in interpreting and applying credit policies and procedures
Skill in developing credit policies
Skill in marketing bank deposit products
Skill in negotiating tax-exempt loan terms
Skill in maintaining a customer and prospect database
Skill in developing and maintaining a loan portfolio
Skill in structuring and pricing tax-exempt loans
Skill in verifying customer compliance with terms
Skill in operating standard office equipment and using required software applications
Ability to provide guidance and direction to less experienced lenders
Ability to provide advice and counsel on complex lending issues
Ability to attend to detail while maintaining a big picture orientation
Ability to gather information, identify linkages and trends and apply findings to assignments
Ability to interpret and apply policies and identify and recommend changes as appropriate
Ability to prioritize and manage multiple priorities in a fast-paced, dynamically changing environment
Ability to communicate effectively, both orally and in writing
Ability to work independently as well as collaboratively within a team environment
Ability to lead others in providing a high level of customer service
Ability to establish and maintain effective working relationships with external customers
Ability to maintain currency in tax-exempt lending policies, practices and procedures
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
Founded in 1962
10001+ employees
H1B Sponsorship
Raymond James has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Public CompanyTotal Funding
$1.5B2025-09-09Post Ipo Debt· $1.5B
1983-07-01IPO
Leadership Team
Paul Shoukry
Chief Executive Officer
James Sickling
COO - Fixed Income
Recent News
Private Banker International
2026-01-17
2026-01-16
2026-01-16
Company data provided by crunchbase