Whole Loan Trading

Steadfast service. Extensive expertise.

Founded in 1991, the Raymond James Whole Loan Trading Desk is proud to serve as your devoted loan portfolio management partner.

Bob James, the founder of Raymond James, once said, “We are in the people business, inside as well as out.” That’s a responsibility we don’t take lightly. We consider ourselves more than just a broker, instead applying a holistic approach and skillful problem solving to best support your loan portfolio analytics, research, trading and liquidity needs.

One of our team’s highest priorities is embodying the client‐first service for which Raymond James is known. We understand that having an experienced team is essential in helping ensure your success, and we work to provide sophisticated portfolio analytics while identifying the risks and rewards associated with your loan portfolio. Dedicated to comprehensive and personalized service, our team draws on our ample knowledge and robust resources to guide you in all stages of a transaction – from determining potential strategies and leading pricing discussions to helping with the underwriting of loans and working with your legal counsel to negotiate contracts and establish collateral.

For 2022, the Raymond James Trading Desk analyzed nearly $650 billion in loans for nearly 1,250 customized portfolios. We facilitated nearly 500 trades, for over $15 billion in Par balance. That would average to more than a trade a day, 30+ trades per month and over $1 billion in loans sold per month.

We invite you to find out how our Service 1st approach and experienced sales and trading teams can assist you with any and all of your loan and lending needs.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.