Raymond James · 4 hours ago
Senior Manager, Corporate Loan Administration - RJ Bank
Raymond James is a financial services firm, and they are seeking a Senior Manager for Corporate Loan Administration. This role involves leading a team of Corporate Loan Specialists and ensuring compliance and efficiency in the post-approval lifecycle of complex lending relationships.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Provides leadership and oversight for Corporate and Real Estate Banking Loan Administration, ensuring accurate, timely, and compliant execution of documentation, closing and servicing activities
Manages and develops the Corporate Loan Administration team, including coaching, performance management, succession planning, and compensation administration
Establishes, implements, and maintains Loan Administration policies, procedures, and controls aligned with Raymond James regulatory and risk management frameworks
Serves as a subject matter expert for corporate and commercial loan documentation, systems, and administrative processes
Partners with Corporate Banking and Credit Risk Management to ensure approved credit terms are accurately documented, closed, and maintained throughout the life of the loan
Leads process improvement initiatives within Loan Administration to enhance quality, consistency, efficiency, and regulatory compliance
Collaborates with Compliance, Legal, Technology, and Operations to address control gaps, system enhancements, and regulatory requirements impacting Loan Administration
Oversees reporting functions related to Loan Administration, including management, Board, and regulatory reporting support
Coordinates Business Continuity planning, testing, and training for the Loan Administration function in alignment with firm standards
Leads department preparation for internal audits, external audits, and regulatory examinations, including issue remediation and ongoing monitoring
Provides training, guidance, and mentorship to Loan Administration staff to ensure consistent application of policies and procedures
Oversees work requiring advanced technical expertise in loan documentation, collateral, and servicing structures
Manages human capital activities, including recruiting, retaining, and developing Loan Administration talent and selecting senior-level specialists as needed
Plans, assigns, monitors, and evaluates work to ensure effective resource utilization and adherence to service level expectations
Balances competing priorities and deadlines in a controlled, risk-focused environment
Performs other duties and responsibilities as assigned
Qualification
Required
Bachelor's: Accounting
Bachelor's: Business Administration
Bachelor's: Finance
General Experience – 10 to 15 years
Manager Experience - 6 to 10 years
Advanced corporate and commercial loan documentation, closing, booking and servicing practices
Federal and state regulations impacting commercial and real estate loan administration
Commercial lending structures, collateral requirements, and credit documentation
Finance and accounting principles related to loan servicing and reporting
Leading and developing loan administration teams in a regulated financial environment
Reviewing and interpreting complex loan documentation and credit approvals
Translating regulatory and policy requirements into effective loan administration controls
Process analysis and continuous improvement within loan administration functions
Communicating complex documentation and compliance requirements to stakeholders at all levels
Managing reporting, record retention, and data quality within loan systems
Developing and delivering training programs for loan administration staff
Using loan systems and standard office applications with a high level of accuracy and attention to detail
Managing multiple complex documentation and servicing workflows simultaneously
Identifying documentation, servicing, and control risks and recommending procedural enhancements
Working independently while partnering effectively with Credit, Compliance, Legal, and Technology
Establishing priorities, allocating resources, and meeting regulatory and internal deadlines
Analyzing and applying information from complex loan documents and legal agreements
Communicating clearly and effectively, both verbally and in writing, with senior leaders, associates, and regulators
Leading teams through high-volume or high-risk periods while maintaining strong quality standards
Building and maintaining effective working relationships across Raymond James
Maintaining a strong attention to detail while supporting broader enterprise objectives
Preferred
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
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
Recent News
Private Banker International
2026-01-17
2026-01-16
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