2026 Summer Intern - CRE
Raymond James Financial, Inc.
**Summary of the** **Position:**
TriState Capital Bank is seeking a motivated and dynamic intern who is ready to apply knowledge of financial terms and principles to an authentic real-world experience. Our growth-oriented company is dedicated in providing you with valuable learning opportunities as you share your ideas and creativity with the team.
This internship offers a comprehensive, hands-on experience across multiple disciplines including Portfolio Management, Credit Analysis, Risk, Loan Administration, and Treasury Management. Interns will gain exposure to the full credit lifecycle while applying financial principles in a real-world setting. Interns will be asked to present an end of assignment presentation at the end of their internship.
**Primary Functions of the** **Position:**
+ Complete project assignments in conjunction with rotations and work with appropriate oversight to complete.
+ Learn to accomplish objectives by developing and prioritizing actions as well as establishing and communicating the work plan to the appropriate participants.
+ Effectively communicate in one on one, small group and large group settings. Possible examples include business meetings, sales calls, training sessions, email communication, and conference calls.
+ Improve the quality of decision making by doing appropriate and thorough analysis.
+ Support the credit approval process by analyzing financial statements, calculating key ratios, and assessing borrower and guarantor creditworthiness.
+ Input financial data into proprietary models and conduct market research to support loan decisions.
+ Attend prescreen and loan committee meetings to observe and contribute to the decision-making process.
+ Assist with loan system accuracy, Current Expected Credit Loss documentation, covenant testing, and quarterly performance reviews (QPRs).
+ Participate in sourcing new loan opportunities and contribute to special projects that enhance understanding of commercial real estate lending.
**Internship Will** **Offer:**
+ Shadowing and training opportunities with our experienced team of banking professionals
+ 1 on 1 mentoring and professional development
+ Hands-on application of finance principles in a fast-paced work environment
+ Opportunity to participate in company meetings.
+ Ability to network with a variety of banking professionals, allowing you to form relationships you can build on in the future.
+ Engage in community service initiatives and company meetings.
**Education and Experience** **Requirements:**
+ High School Diploma
+ Junior or Senior pursuing Bachelor’s in: Finance, Business, Information Technology or related field
+ Pursuing Master’s in: Finance, Business, Information Technology or related field
+ Minimum GPA of 3.0
**Essential Skills and** **Abilities:**
+ Excellent interpersonal and communication skills, both written and verbal
+ Demonstrated ability to communicate effectively with management and staff.
+ Proficient expertise with Microsoft Office including MS Word, Excel, and PowerPoint
+ Highly motivated and organized with a desire to learn.
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