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Raymond James · 1 day ago

SVP, Tax-Exempt Lending Manager - RJ Bank

St. Petersburg, FL

Full-time

Hybrid

Lead/Staff

Raymond James is a financial services firm that is seeking a Senior Vice President, Tax-Exempt Lending Manager. The role involves originating, structuring, and monitoring complex tax-exempt loans while managing key client relationships and advising senior management on lending developments and issues.

BankingFinancial ServicesInformation TechnologyInsuranceWealth Management

Growth Opportunities

H1B Sponsor Likely

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

Tax-exempt lendingFinancial analysisNegotiating loan termsCredit policy developmentClient relationship managementTeam collaborationEffective communicationAttention to detail

Required

Extensive knowledge and skills obtained through education and experience in tax-exempt lending

Ability to originate, structure and monitor a wide variety of complex tax-exempt loans

Experience in cultivating and managing key client relationships

Ability to advise senior management on tax-exempt lending developments and issues

Experience in influencing strategic direction and developing tactical plans

Ability to complete complex assignments with substantial latitude for unreviewed actions or decisions

Experience in providing comprehensive solutions to complex problems or needs

Ability to develop and execute business strategies for tax-exempt banking

Experience targeting state and local governments, municipalities, educational institutions and nonprofit organizations

Ability to obtain, interpret and evaluate financial information to determine credit worthiness

Understanding and negotiation skills for complex loan structures and guaranty agreements

Ability to handle difficult negotiations and credit assessments independently

Experience in marketing bank deposit products

Ability to monitor existing loans for compliance with terms and take corrective action on variances

Experience in developing and maintaining a balanced and sound loan portfolio

Ability to create a pipeline of secure, profitable loans and deposits

Experience in providing guidance and direction to less experienced lenders

Ability to interpret, apply and recommend changes to credit policies and procedures

Ability to perform other duties and responsibilities as assigned

Knowledge of advanced structures, concepts, practices and procedures of tax-exempt lending

Deep knowledge of tax-exempt entities including financial structures, funding sources, and regulatory environment

Knowledge of established organizational policies, strategies and procedures for tax-exempt lending

Understanding of principles of banking and finance

Knowledge of 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

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)