Senior SBA Underwriter & Portfolio Risk Lead

Valley National Bank; Tampa (FL); On-site; USD 95,000 - 140,000; Full time

Job summary

Valley National Bank in Tampa, FL is seeking a Senior Credit/portfolio manager to oversee a assigned loan portfolio, monitor financial health, and coordinate with business teams on reporting. You will underwrite and structure new transactions and renewals, lead client meetings with senior management, review credit packages, and guide junior team members through due diligence and closing.

The role emphasizes risk mitigation, compliance with credit policy, and delivery of timely portfolio reports

Responsibilities

• Monitor financial health of the loan portfolio and report to the business team.
• Underwrite and structure new transactions, renewals, extensions, and amendments.
• Lead external client meetings and internal deal discussions with senior management; outline risks.
• Review credit packages and provide guidance to junior team members.
• Perform due diligence and prepare credit presentations; oversee closing process.
• Approve transactions within lending authority when applicable.
• Maintain dashboards and ensure compliance with loan terms and reporting.
• Validate reports and monitor risk ratings and collateral.
• Prepare quarterly portfolio reports including monitoring and analysis.
• Participate in special projects related to portfolio management.

Skills

Credit analysis

Underwriting

Risk assessment

Client relationship management

Financial statements review

Mentorship

Portfolio monitoring

Credit policy knowledge

Job description

Valley National Bank in Tampa, FL is seeking a Senior Credit/portfolio manager to oversee a assigned loan portfolio, monitor financial health, and coordinate with business teams on reporting. You will underwrite and structure new transactions and renewals, lead client meetings with senior management, review credit packages, and guide junior team members through due diligence and closing.

The role emphasizes risk mitigation, compliance with credit policy, and delivery of timely portfolio reports