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Business Banking Relationship Credit​/Portfolio Manager

Job in Tampa, Hillsborough County, Florida, 33646, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-09-16
Job specializations:
  • Finance & Banking
    Credit Analyst, Financial Analyst, Commercial Banking, Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 100000 USD Yearly USD 70000.00 100000.00 YEAR
Job Description & How to Apply Below

Responsibilities

  • Assist with client discovery, deal qualification, and loan structuring support.
  • Support financial analysis, pricing requests, and pipeline management.
  • Coordinate deal activities to ensure timely progression of opportunities.
  • Gather and review required documentation.
  • Assist with deal summaries, product solutions, and execution activities.
  • Coordinate appraisal, documentation, and onboarding processes.
  • Support portfolio monitoring, loan renewals, and pricing updates.
  • Perform financial analysis, covenant tracking, and risk monitoring.
  • Maintain accurate client and deal information in bank systems.
Requirements
  • Bachelor's degree, or equivalent work experience
  • Five to eight years of Business Banking experience
  • Experience supporting business or commercial credit, underwriting, or lending analysis in a banking environment.
  • Strong understanding of financial statement analysis, cash flow, and core credit fundamentals.
  • Comfortable supporting Relationship Managers rather than owning a client portfolio.
  • Strong attention to detail with the ability to manage multiple priorities and deadlines.
  • Ability to collaborate effectively with credit, risk, and relationship management partners.
Core Competencies

Demonstrates expertise in financial analysis, loan structuring, and business banking operations, with a strong focus on collaboration and attention to detail in managing client and deal information.

Highest-signal resume keywords
  • Financial Statement Analysis
  • Business Banking Experience
  • Loan Structuring Support
  • Risk Monitoring
  • Collaboration with Relationship Managers
Hard Skills
  • Financial Analysis
  • Covenant Tracking
  • Credit Fundamentals
  • Underwriting Analysis
  • Lending Analysis
Soft Skills
  • Attention to Detail
  • Ability to Manage Multiple Priorities
  • Effective Collaboration
Industry Keywords
  • Business Banking
  • Commercial Credit
  • Deal Qualification
  • Pipeline Management
  • Loan Renewals
Tools & Technologies
  • Bank Systems
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