Raymond James · 6 hours ago
Commercial Business Analyst
Pittsburgh, Pennsylvania - United States
Full-time
Onsite
Mid Level
4+ years expRaymond James is a financial services firm seeking a Commercial Business Analyst to support their Commercial Banking Regional Lender Sales Team. The role involves assisting in commercial loan transactions, client onboarding, and pipeline management while ensuring a high level of organization and attention to detail.
BankingFinancial ServicesInformation TechnologyInsuranceWealth Management
Responsibilities
Maintain and update sales pipeline reports and dashboards
Track deal progress and coordinate with internal stakeholders to ensure timely execution
Prepare client presentations, proposals, and pitch materials
Portfolio analytics at the RM and Regional levels
Coordinate and participate in credit review meetings including quarterly portfolio reviews, maturity reports, leasing status reports and construction monitoring
Participate with Portfolio Management on all data requests from internal and external stakeholders
Support Relationship Managers in gathering documentation for loan underwriting and closing
Coordinate with credit, legal, and operations teams to facilitate loan processing
Support Relationship Managers and Loan Administration in loan draw requests
Monitor loan documentation, reporting and compliance requirements
Assist in onboarding new commercial clients, ensuring all documentation and regulatory requirements are met
Serve as a liaison between clients and internal departments to resolve issues and provide updates
Schedule client meetings and coordinate travel for sales team members
Maintain organized records of client interactions, loan files, and correspondence
Assist with internal reporting and audit requests
Assist with loan draw requests and loan closings as needed
Special projects or initiatives relative to product or process enhancements
Establish credit reporting cadence with new clients and new loans post-closing
Lead and manage client events, gifts and entertainment including sporting event tickets
Customer service backup for RMs and ARMs
Notary for legal documents
Qualification
Required
Bachelor's degree in Business, Finance, or related field preferred
4-5 years of experience in commercial banking, financial services, or sales support
Strong organizational and multitasking skills
Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook, Co-Pilot)
Excellent communication and interpersonal skills
Team-oriented with a proactive approach to problem-solving
Ability to work independently and manage multiple priorities
High attention to detail and commitment to accuracy
Interest in commercial lending, portfolio management and client relationship management
Preferred
Familiarity with CRM systems and loan origination platforms is a plus
Familiarity with TSC Bank's systems, IT, data, process and risk management approach
Company
Raymond James
Raymond James provides a range of investment banking services focused on the telecommunications and communications sectors.
10001+ employees
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
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