Svp, Private Client Cre Lending Officer - Rj Bank

Willenborg Wealth Management

Western States, US
Base: $175,000.00-$225,000.00; bonus/equity: not s...
Not specified (assumed to be a combination of remote and onsite based on seniority and responsibilities).
Cre lending experience
Hnw/uhnw client management
Loan origination and structuring
Raymond James Bank is seeking a Senior Vice President, Private Client CRE Lending Officer to enhance its private client lending operations across the Western U.S. The role involves significant autonomy in managing customized lending solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, requiring strong analytical skills and collaborative relationship management

Job Summary

  • This role serves as the primary banking partner to top-tier Financial Advisors and their HNW/UHNW clients across the Western U.S.
  • The officer will originate, structure, and manage customized CRE lending solutions including syndicated loans and direct lending efforts.
  • Candidates must exercise sound credit judgment while maintaining strong relationships with Wealth Management, Credit, Risk, and Legal teams.

Matching Summary

Match Score: 85

Raymond James Bank is seeking a Senior Vice President, Private Client CRE Lending Officer to enhance its private client lending operations across the Western U.S. The role involves significant autonomy in managing customized lending solutions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, requiring strong analytical skills and collaborative relationship management.

Salary

Base: $175,000.00-$225,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • CRE lending experience
  • HNW/UHNW client management
  • loan origination and structuring
  • credit underwriting expertise
  • financial analysis skills

Nice-to-have

  • syndicated loan arrangements
  • consultative sales approach
  • relationship building with advisors
  • proactive pipeline development
  • complex collateral evaluation

Key Requirements

  • Bachelor's degree in Business Administration, Economics, or Finance
  • Extensive CRE lending experience
  • Ability to work with minimal supervision

Work Rights

Not specified

Tailored Resume

Cover Letter