SVP, Private Client CRE Lending Officer - RJ Bank

Raymond James Financial, Inc. • Los Angeles, CA • 2h ago

Essential Duties and Responsibilities

Under minimal supervision and with a high level of autonomy, the SVP / Senior Private Client Lending CRE Officer will use extensive CRE Lending experience to originate, structure, underwrite, and manage customized CRE Lending solutions for HNW and UHNW clients of Raymond James. This role works directly with Private Client Group (PCG) clients and Raymond James Financial Advisors (FAs) on the direct platform, with primary geographic responsibility for Western States.

Originate, structure, and manage direct CRE lending solutions to HNW and UHNW clients.

Serve as the primary CRE lending and resource for Financial Advisors platforming the western U.S., providing deal consultation, education, and ongoing relationship support.

Lead lending transactions end-to-end, including opportunity assessment, borrower and guarantor analysis, collateral evaluation, structuring, pricing, negotiation, and closing.

Analyze complex financial information, including personal financial statements, business cash flows, tax returns, trusts, partnerships, LLCs, corporations, and other specialized entities.

Partner with credit associates, and risk partners to prepare credit approval memoranda, conduct due diligence, and ensure compliance with Raymond James Bank credit policies and risk parameters.

Develop and maintain a robust origination pipeline through proactive engagement with Western States FA leadership and top-producing advisors.

Exercise sound credit judgment and, where applicable, delegate credit authority in recommending or approving loan structures within established limits.

Build, manage, and grow a high-quality loan portfolio while maintaining strong credit discipline, proactive risk management, and ongoing covenant monitoring.

Identify opportunities to expand relationships through deposits, treasury services, and other bank and affiliate solutions.

Clearly communicate complex credit concepts and decisions to clients, Financial Advisors, and internal partners, including proposing alternative structures when necessary.

Establish and maintain effective working relationships across Wealth Management, Credit, Risk, Legal, and other internal teams.

Maintain current knowledge of lending products, credit policies, regulatory requirements, and market trends impacting private client lending.

Perform other duties and responsibilities as assigned.

Knowledge of:

Advancedprinciples,practices,andproceduresofprivateclient,tailored,andcommercial lending.

Credit underwriting standards, financial spreading, credit approval memoranda, covenant structures,andportfoliomanagement.

Analysisoflendingsolutionssupportedbysecurities,restricted stock,lifeinsurance,andothercomplexcollateral@types.

Financialmarkets,bankingproducts,andwealth management strategies applicable to HNW and UHNW clients.

Credit policies, risk management frameworks, and regulatory requirements.

Skill in:

Analyzing complex financial information and determining creditworthiness.

Structuring and pricing customized loan solutions.

Consultative sales, negotiation, and relationship management.

Written and verbal communication of complex concepts to sophisticated clients and advisors.

Managing multiple prioritieswithstrongattentiontodetailinafast-pacedenvironment.

Operatingstandardofficeequipment and required software applications.

Ability to:

BuildandmaintaintrustedrelationshipswithFinancialAdvisors,PrivateClientGroupclients, andinternalpartners.

Workindependentlywithminimalsupervisionwhilecollaboratingeffectivelywithin a team environment.

Exercise sound judgment and handle sensitive, high-profile client matters with discretion and professionalism.

Articulate rationale behind credit decisions and recommendations.

Maintain a high level of integrity, confidentiality, and commitment to Raymond James' Service 1st philosophy.

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