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Job Snapshot
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Employee Type:
Full-Time -
Location:
Villanova, PA -
Experience:
Not Specified -
Date Posted:
9/6/2024
Job Description
TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.
Job Summary
The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.
Essential Duties and Responsibilities
Credit Approval Requests (CAR)
Modifications
Covenant Waivers / Amendments
Periodic Reviews
Borrower Credit Trend
Accurate and Timely Risk Rating
Required Financial Reporting
Covenant Compliance
Borrowing Base Availability
Payment Delinquencies
Overdrafts
Job Requirements
Knowledge, Skills, and Abilities
Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process
Proficient in various spreadsheet applications, including the use of graphs, charts and Moody%26rsquos financial analysis software
Skill in
Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition and projections
Excellent organizational 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
Ability to work independently and within a team
Educational/Previous Experience Requirements
Bachelor%26rsquos Degree in Accounting, Finance, or related field MBA preferred
Minimum 10 years of credit analysis and underwriting experience
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
