New

Healthcare Portfolio Manager - New York, NY

Valley National Bank
$127,600.00 - $228,500.00 / yr
paid time off
United States, New York, New York
Jun 26, 2025
Back Healthcare Portfolio Manager #25-443 New York, New York, United States Apply Apply for this job now! Apply Job Overview At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice-building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth-with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you-working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients-that includes all our associates as well. The Comm'l Banking Portfolio Manager is responsible for developing, managing, monitoring and growing Commercial Banking client relationships in their assigned portfolio. Assist the Comm'l Banking Relationship Managers with the administration of loan portfolios. Job Description Responsibilities include but are not limited to: Develop, manage, monitor and grow assigned client relationships in portfolio. Perform comprehensive relationship reviews with all relevant internal partners for assigned portfolio and schedule in-person outreach visits along with internal partners to ensure we are meeting the clients' banking needs. Ensure timely line renewals, annual reviews, annual risk ratings, covenant tracking, borrowing bse monitoring, receipt of required financials, clearing outstanding exceptions, adherence to AML/BSA and credit file requirements. Carry out necessary site visits as defined by policy. Monitor credits for accurate risk ratings and credit quality by ensuring that the bank is in possession of current financial information and that the information has been properly analyzed and on file and that proper and complete credit files are on hand. Negotiate to properly structure and price credit facilities consistent with the bank's credit policies and lending practices. Prepare effective packages for credit approval circulation and to present packages to the required level of credit authority. Manage daily client activities in accordance with policy, such as line advances, disbursements, Monitor the past due report and promptly address past due accounts. Requirements Required Skills: Excellent and effective interpersonal and presentation skills as well as written and verbal communication skills. Proven track record of prospecting new business and enhancing existing relationships. Excellent ability to critically review, analyze and structure commercial loans, cross sell bank products, and attract new business through effective presentations and the ability to respond to questions. Strong working knowledge of credit underwriting, basic accounting, and loan documentation. Formal credit training preferred. Ability to work totally independently or as a team to achieve overall Departmental goals using sound judgement in decision making. Proficient computer skills using Microsoft Word, Excel and Outlook as well as prospecting/tracking tools such as Salesforce, nCino or similar systems. Familiarity with professional business practices (time management, communication and appearance) Required Experience: High School diploma or GED. Minimum of 7 years of account management or credit underwriting experience. Community and/or industry involvement in territory. Valid driver's license Preferred Experience: Bachelor's degree in Finance, Accounting, or business related study and/or formal Commercial Credit training. Full-time/Part-time Full-time FLSA Exempt Location(s) New York , New York , United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Job Details Pay Range Pay Range The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $127,600.00 - $228,500.00 / year Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.