Valley Bank · 2 months ago
Healthcare Portfolio Manager
New York, NY, 10119, United States
Full-time
Onsite
Senior Level
5+ years expValley Bank is a financial institution seeking a Healthcare Portfolio Manager. The role involves monitoring the financial health of a loan portfolio, underwriting transactions, and maintaining communication with clients while ensuring compliance with credit policies and procedures.
Banking
Responsibilities
Responsible for monitoring on a timely basis the ongoing financial health of an assigned loan portfolio while maintaining the ongoing communication and dialogue with clients in conjunction with the business team for all credit related reporting and business updates
Underwrites and structures new prospective transactions as well as renewals, extensions, increases, and material modifications and amendments for existing clients
Leads external client meetings as well as internal deal team discussions and approval discussions with senior management. Identifies, outlines, and mitigates risks associated with potential lending opportunities, advises on all matters related to the Bank's Credit Policy and related procedures, and provides guidance on loan structures and risk appetite
Reviews credit packages completed by junior team members and provides general guidance and mentorship
Performs the required due diligence and analysis, produces the credit presentation in accordance with guidelines and policy while ensuring timely completion of the underwriting, presents credit requests to the required level of credit authority, and oversees the legal documentation and closing process
Approves transactions under individual lending authority, when applicable
Maintains oversight via internal reporting and dashboards of all ongoing portfolio monitoring requirements and client deliverables as well as compliance with all terms of the loan agreement including (i) financial reporting, (ii) covenant compliance, (iii) collateral monitoring, (iv) required third party reports, (v) annual reviews, and (vi) maturing loans and lines of credit. In coordination with the business team, maintains direct contact with clients as needed for account monitoring and administration and site visits
Validates and analyzes reports such as financial statements, borrowing base certificates, collateral field examinations, appraisals, engineering reports, etc. to verify compliance. Escalates issues to appropriate levels and develops action plans as necessary
Ensures credits are accurately risk rated and are properly monitored and reported
Prepares all required quarterly reports and analysis including Criticized Loan Monitoring Reports as well as other portfolio management reports as required
Participates in special projects and requests related to the management of the portfolio
Qualification
Required
Responsible for monitoring on a timely basis the ongoing financial health of an assigned loan portfolio while maintaining the ongoing communication and dialogue with clients in conjunction with the business team for all credit related reporting and business updates
Underwrites and structures new prospective transactions as well as renewals, extensions, increases, and material modifications and amendments for existing clients
Leads external client meetings as well as internal deal team discussions and approval discussions with senior management
Identifies, outlines, and mitigates risks associated with potential lending opportunities, advises on all matters related to the Bank's Credit Policy and related procedures, and provides guidance on loan structures and risk appetite
Reviews credit packages completed by junior team members and provides general guidance and mentorship
Performs the required due diligence and analysis, produces the credit presentation in accordance with guidelines and policy while ensuring timely completion of the underwriting, presents credit requests to the required level of credit authority, and oversees the legal documentation and closing process
Approves transactions under individual lending authority, when applicable
Maintains oversight via internal reporting and dashboards of all ongoing portfolio monitoring requirements and client deliverables as well as compliance with all terms of the loan agreement including (i) financial reporting, (ii) covenant compliance, (iii) collateral monitoring, (iv) required third party reports, (v) annual reviews, and (vi) maturing loans and lines of credit
In coordination with the business team, maintains direct contact with clients as needed for account monitoring and administration and site visits
Validates and analyzes reports such as financial statements, borrowing base certificates, collateral field examinations, appraisals, engineering reports, etc. to verify compliance
Escalates issues to appropriate levels and develops action plans as necessary
Ensures credits are accurately risk rated and are properly monitored and reported
Prepares all required quarterly reports and analysis including Criticized Loan Monitoring Reports as well as other portfolio management reports as required
Participates in special projects and requests related to the management of the portfolio
Company
Valley Bank
Valley National Bank is a regional financial institution
1001-5000 employees
H1B Sponsorship
Valley Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (18)
2024 (13)
2023 (7)
2022 (11)
2021 (5)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Curt Lang
Chief Banking Officer, New Jersey
Sanjay Sidhwani
Chief Data & Analytics Officer
Recent News
2025-12-02
alleywatch.com
2025-11-24
2025-11-21
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