Senior Manager, Corporate Loan Administration - RJ Bank
Raymond James Financial, Inc.
**Essential Duties and Responsibilities**
+ Provides leadership and oversight for Corporate and Real Estate Banking Loan Administration, ensuring accurate, timely, and compliant execution of documentation, closing and servicing activities.
+ Manages and develops the Corporate Loan Administration team, including coaching, performance management, succession planning, and compensation administration.
+ Establishes, implements, and maintains Loan Administration policies, procedures, and controls aligned with Raymond James regulatory and risk management frameworks.
+ Serves as a subject matter expert for corporate and commercial loan documentation, systems, and administrative processes.
+ Partners with Corporate Banking and Credit Risk Management to ensure approved credit terms are accurately documented, closed, and maintained throughout the life of the loan.
+ Leads process improvement initiatives within Loan Administration to enhance quality, consistency, efficiency, and regulatory compliance.
+ Collaborates with Compliance, Legal, Technology, and Operations to address control gaps, system enhancements, and regulatory requirements impacting Loan Administration.
+ Oversees reporting functions related to Loan Administration, including management, Board, and regulatory reporting support.
+ Coordinates Business Continuity planning, testing, and training for the Loan Administration function in alignment with firm standards.
+ Leads department preparation for internal audits, external audits, and regulatory examinations, including issue remediation and ongoing monitoring.
+ Provides training, guidance, and mentorship to Loan Administration staff to ensure consistent application of policies and procedures.
+ Oversees work requiring advanced technical expertise in loan documentation, collateral, and servicing structures.
+ Manages human capital activities, including recruiting, retaining, and developing Loan Administration talent and selecting senior-level specialists as needed.
+ Plans, assigns, monitors, and evaluates work to ensure effective resource utilization and adherence to service level expectations.
+ Balances competing priorities and deadlines in a controlled, risk-focused environment.
+ Performs other duties and responsibilities as assigned.
**Knowledge of:**
+ Advanced corporate and commercial loan documentation, closing, booking and servicing practices.
+ Federal and state regulations impacting commercial and real estate loan administration.
+ Commercial lending structures, collateral requirements, and credit documentation.
+ Finance and accounting principles related to loan servicing and reporting.
**Skill in:**
+ Leading and developing loan administration teams in a regulated financial environment.
+ Reviewing and interpreting complex loan documentation and credit approvals.
+ Translating regulatory and policy requirements into effective loan administration controls.
+ Process analysis and continuous improvement within loan administration functions.
+ Communicating complex documentation and compliance requirements to stakeholders at all levels.
+ Managing reporting, record retention, and data quality within loan systems.
+ Developing and delivering training programs for loan administration staff.
+ Using loan systems and standard office applications with a high level of accuracy and attention to detail.
**Ability to:**
+ Manage multiple complex documentation and servicing workflows simultaneously.
+ Identify documentation, servicing, and control risks and recommend procedural enhancements.
+ Work independently while partnering effectively with Credit, Compliance, Legal, and Technology.
+ Establish priorities, allocate resources, and meet regulatory and internal deadlines.
+ Analyze and apply information from complex loan documents and legal agreements.
+ Communicate clearly and effectively, both verbally and in writing, with senior leaders, associates, and regulators.
+ Lead teams through high-volume or high-risk periods while maintaining strong quality standards.
+ Build and maintain effective working relationships across Raymond James.
+ Maintain a strong attention to detail while supporting broader enterprise objectives.
*****SIE not required*****
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