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Job Description

Summary of the Position:

The Collateral Analyst monitors and evaluates fluctuating loan collateral value for Private Bank and Asset Based lines of credit; and provide reporting and related support to the Credit / Portfolio Management team.

Primary Functions of the Position:

• Reviews daily brokerage system feeds to value collateral assets associated with Private Bank lines of credit

• Provides notification to private bankers and loan operations regarding advances or issues

• Reviews and verifies collateral borrowing base reports for asset-based lines of credit

• Prepares and distributes the daily collateral reports

• Verifies ineligible calculations, verifies A/R reconciliation balance, and ensures information is rolled up properly in all final Bank Collateral reports

• Provides notifications of defaults and/or updates regarding borrowing availability

• Evaluates and prepares collateral release requests daily

• Ensures line of credit availability is accurately reflected on commercial loan system

• Reviews legal and ongoing borrower provided documentation for accuracy and completeness

Education and Experience:

• Bachelor’s Degree in related field, or equivalent years of experience

• 3-5 years of banking or securities experience including previous experience in collateral analysis, credit or related function

• Experience with special asset analysis and work out solutions is preferred

• Experience with marketable securities, collateralized or asset-based lending

Essential Skills and Abilities:

• Demonstrated knowledge of accounting principles, collateral evaluation methods and general knowledge of underwriting

• Proficient in MS Office (specifically Excel and Word)

• Organized with strong attention to detail

• Professional interpersonal and communication skills

• Demonstrated ability to assist in the analysis of problem accounts

• Demonstrated strong analytical and project management competencies

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - 7 to 12 months

Certifications

Travel

Workstyle

Resident

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

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

TriState Capital Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE/AA: Female/Minorities/Disabled/Protected Veterans/LGBT