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Raymond James · 1 month ago

Portfolio Manager CRE

Villanova, Pennsylvania - United States

Full-time

Onsite

Senior Level

5+ years exp

Raymond James is a financial services firm seeking a Commercial Real Estate (CRE) Credit Portfolio Manager to assist relationship managers with underwriting new and existing client relationships. The role focuses on maintaining high credit quality and involves detailed financial analysis, compliance with credit policies, and preparing presentations for the Senior Loan Committee.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Underwrites requests for credit extensions to new and existing clients (new money business)

Performs detailed financial analysis for CRE and, on occasion, personal lending opportunities

Prepares the following for presentation to Senior Loan Committee: Credit Approval Request (CAR), Modifications, Covenant Waivers/Amendments, Accurate and Timely Risk Rating, Assessment of Real Estate Sponsorship

Ensures compliance with the Bank’s credit policies and procedures, identifying exceptions for approval as they occur

In collaboration with RM and Closer, facilitates Pre-Close Kick off Call between Closer, Portfolio Manager, Bank Counsel, Borrower Counsel and other parties

Ensures final loan documentation is consistent with credit approvals prior to closing

Accompanies the relationship manager on prospect / client calls when appropriate

Qualification

Credit analysisUnderwriting experienceCommercial real estate financeFinancial analysisCertified Anti-Money Laundering SpecialistSpreadsheet applicationsWord processing applicationsOrganization skillsCommunication skillsPresentation skills

Required

Bachelor's Degree in Finance, Accounting, or related field

Minimum of 5 years of credit analysis and underwriting experience

Completion of a bank commercial credit training program and experience analyzing commercial / residential real estate projects (income producing properties including retail, office, industrial and multi-family; land acquisition and development loans, and construction loans) strongly preferred

Demonstrated knowledge of investment commercial real estate finance for multiple loan and property types

Excellent organization 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 skills

Strong presentation skills

Ability to work independently and within a team

Proficient in various spreadsheet and word processing applications, including the use of graphs and charts

General Experience - 3 to 6 years

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

Company

Raymond James

Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.

Founded in 1962

Atlanta, Georgia, USA

10001+ employees

http://www.raymondjames.com

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

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Trends of Total Sponsorships

2023 (1)