Senior SBA Underwriter & Portfolio Lead (7(a) Lending)

Valley Bank; Tampa (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Valley Bank is seeking a Credit Risk Team Lead in Tampa, Florida to oversee underwriting activities for moderate to complex credit transactions. The role involves managing a team focused on SBA 7a lending and engaging with clients to ensure their financial health through effective risk assessment and portfolio management.

Qualified candidates should have a strong background in commercial lending, excellent interpersonal skills, and a passion for fostering client relationships. Valley Bank is committed to supporting employee growth and professional development.

Qualifications

• 7+ years of experience in commercial lending and underwriting.
• Ability to analyze financial statements and reports.
• Strong understanding of credit policies and procedures.

Responsibilities

• Monitor ongoing financial health of loan portfolios.
• Underwrite and structure new transactions.
• Lead client meetings and internal discussions.
• Review credit packages and mentor junior staff.
• Ensure compliance with loan agreements and terms.

Skills

Understanding of underwriting guidelines

Advanced credit underwriting

Strong interpersonal skills

Microsoft Office proficiency

Time management

Mathematical skills

Report writing

Effective presentation

Education

High School diploma or GED

Bachelor’s degree in a related field

Job description

Valley Bank is seeking a Credit Risk Team Lead in Tampa, Florida to oversee underwriting activities for moderate to complex credit transactions. The role involves managing a team focused on SBA 7a lending and engaging with clients to ensure their financial health through effective risk assessment and portfolio management.

Qualified candidates should have a strong background in commercial lending, excellent interpersonal skills, and a passion for fostering client relationships. Valley Bank is committed to supporting employee growth and professional development.