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Raymond James Logo Raymond James · Banking

Loan Review Manager

United States, Saint Petersburg · Job Posted March 11, 2026
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Job Description

The individual will be responsible for conducting credit risk assessments on loan portfolios within Raymond James Bank (“RJB”) and TriState Capital Bank (“TSCB”). Reviewable entities include Commercial Lending (CRE, REIT and C&I), Private Bank Lending and Shared National Credits (“SNC”). This will include a review of loans based on risk assessment findings as part of the Bank’s continuous monitoring program. Each loan under review will be evaluated for adherence to the Bank’s credit underwriting standards, policies, procedures, guidelines and regulatory requirements, including completeness of documentation/files.

Job Responsibility

  • Develop quantitative analysis to assess credit risk at the portfolio level
  • Perform independent loan reviews to evaluate the creditworthiness of the borrower
  • Analyze financial statements and other required data provided in the credit file to ensure that risk rating is appropriate and upgrades/downgrades are done in a timely manner in line with banks policies/procedures and regulatory requirements
  • Discuss all noted deficiencies and identified weaknesses, and any existing or planned corrective actions, including timeframes for correction, with appropriate loan officers and managers
  • Assist in preparing reports summarizing portfolio quality and risk issues with recommended corrective action
  • Maintain a level of understanding of credit risk policies/requirements, regulatory expectations and contribute to improving effectiveness and efficiency of the credit risk analysis processes/methodologies

Requirements

  • Bachelor’s degree in Business, Economics, Accounting or Finance
  • At least seven (7) years of experience in CRE or C&I lending, credit/loan review and/or similar position requiring strong business knowledge and credit judgment
  • Strong credit skills along with experience in Corporate Lending (CRE, REIT, C&I) and/or Private Bank Lending (Residential Mortgages, Securities Based Loans and/or Structured Loans)
  • Financial statement analysis including comprehensive understanding of balance sheet, income statement and cash flow drivers impacting critical credit risk metrics
  • Experience in evaluating or assigning risk ratings
  • Knowledge of regulatory definitions and classifications of loans
  • Working knowledge of lending practices, policies, procedures, disclosures and terminology related to banking laws, regulatory requirements and legal documents
  • Well-developed interpersonal and written/verbal communication skills
  • Strong organizational, time management and follow-up skills
  • Ability to multi-task and decide key priorities with confidence, motivation, decisiveness and flexibility
  • Demonstrated ability to collaborate, influence and manage competing priorities across the organization
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