Specialist, Commercial Portfolio Management

2 days ago


Calgary Alberta DJ, CA Canadian Western Bank Full time

At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

  • Putting people first and building relationships with intention

  • Seeking out and embracing new ideas

  • Believing that how we do things is as important as what we do

Role Specifications:

2 Roles Available roles

Locations: Calgary Main and Red Deer Banking Centre

Put a new spin on your banking career

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us.

The opportunity

The Specialist, Commercial Portfolio Management provides credit structuring, credit underwriting, risk management, and client facing support for a portfolio of diversified clients with average loan volumes under $2MM, within a specified geographic market. This individual contributor role partners with the sales & support teams to deliver effective solutions to our clients by supporting them with the analysis and development of general economic overviews, industry profiles, the evaluation of past and present fiscal viability of loan prospects & represents the day-to-day contact for clients.

Areas of focus / What you’ll be doing

Credit underwriting. Risk management. Client experience.

Credit Underwriting. As a credit underwriter, you will partner with sales teams to support through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and day-to-day client relationships for medium to large commercial clients. Directly supporting the sales team to develop creative, competitive, full-service client solutions, using internal partnerships and specialists where appropriate.

Risk management. You will apply your risk management skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB’s risk appetite. Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses.

Client experience. Acts as the key point of contact for daily interactions with clients for daily operations, account administration, & inquires as well as effective & consistent support to the deal team, ensuring the delivery of an exceptional client experience.

Successful incumbent

A Business Administration or related diploma (or equivalent experience) and have 2ish years’ hands-on experience in banking, or business lending - inclusive of direct commercial credit underwriting. You are comfortable with financial statement analysis and possess a proven understanding of Moody’s Financial Analyst. Your hard work ethic, commitment to collaboration, growth mindset & drive are the main attributes to your success and it’s your competitive advantage to rise above that makes you stand out amongst your peers. You are highly organized, technically proficient, and have a strong desire to carry new learning forward and build a career in financial services.

Why work with us?

Your success is our obsession And our award-winning culture & benefits back it up.
Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterston Human Capital’s Most Admired Corporate Culture 2023.

Wellness matters. We offer an award-winning benefits package that includes:

  • Hybrid work environments

  • Everyday flexibility

  • Generous company-funded health coverage

  • Health care spending account

  • A flexible wellness program

  • generous time-away options to unplug, rest & recover

Career development. We commit to our employees’ development and help them reach their professional goals with:

  • Organization wide coaching services

  • Mentorship

  • Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

#LI-NB1

IND-NB

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

Closing Date:

* Position closes at 12:01am on the close date identified below.

10/8/2024

  • Calgary, Alberta, D3J, CA S.i. Systems Full time

    Our midstream client is looking for an Intermediate Category Specialist to execute the RFP lifecycle and negotiate contract terms for an IT portfolio.Must-Haves: 5+ years of category experience managing full RFP lifecycle and negotiating contractsExperience managing an IT / Professional Services portfolio with multiple suppliers Nice to Haves:Post-secondary...


  • Calgary, Alberta, D3J, CA S.i. Systems Full time

    Our Victoria based client is seeking an IT Vendor and Contracts Management Specialist to manage contracts and vendors, overseeing cost and vendor management and supporting departments in planning and sourcing.This is a full-time permanent opportunity, 4 days a week on-site.Must Have Skills:5 years of procurement experience in category management, strategic...


  • Calgary, Alberta, D3J, CA S.i. Systems Full time

    Our Calgary client is looking for a Senior Project Manager with corporate real estate and leasing experience to work on the integration of facilities and contracts within an M&A team (Req: 3092) *3 days a week in Calgary office, up to 20% domestic travel and passport required*Must Haves:7+ years of experience as a Project Manager within a national and...


  • Calgary, Alberta, D3J, CA National Bank Full time

    Being a Real Estate Account Manager in our Calgary Commercial Real Estate team at National Bank means being responsible for supporting the Director & Team Lead in developing new business opportunities by focusing on the best players in the real estate sector both in their interim construction financing projects and in long-term financing of quality assets...


  • Calgary, Alberta, D3J, CA S.i. Systems Full time

    Our oil and gas client is looking for an Intermediate Project Manager to execute a portfolio of pipeline integrity digs and In-Line Inspections within the midstream industry.Must Haves:5+ years experience as Project Manager working on Pipeline integrity projectsExperience within the pipeline industry Experience working on, hydro tests, valve replacements,...


  • Calgary, Alberta, D3J, CA S.i. Systems Full time

    Our Calgary energy client is hiring an Intermediate Document Controller to manage and maintain engineering documents for multiple concurrent projects within a midstream portfolio.Must Have:4+ years’ experience in a Document Control positionExperience with SharePointUnderstanding of document numbering and technical engineering documentation including...


  • Calgary, Alberta, D3J, CA National Bank Full time

    Senior Manager Special Loans A career as a Senior Manager Special Loans, part of the Risk Management Unit at National Bank, means to act as an expert for your sector. You will evaluate risks and irregularities and create turnaround strategies in managing high-risk large commercial accounts. You will have to improve overall credit quality by offering...


  • Calgary, Alberta, D3J, CA Canadian Western Bank Full time

    At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles SpecificationsLocation: Calgary, AB.Everyday flexibility. Hybrid...


  • Calgary, Alberta, D3J, CA Xplore Inc. Full time

    We are looking for an IP Operations Specialist in Calgary, AB. The role of the IP Operations Specialist will be to support and maintain Xplore’s IP network infrastructure. This role will plan and execute configuration changes on equipment such as routers, servers, switches, DNS, DHCP and traffic management devices at an expert level. This position acts...


  • Calgary, Alberta, D3J, CA Canadian Natural Resources Limited Full time

    The Opportunity: Are you a student looking for an exciting opportunity that is full of meaningful, diverse, and ambitious assignments working alongside industry leading professionals in the diverse world of Supply Chain? If so, we have a variety of positions for you! Our Commercial Operations team has multiple excellent opportunities to work in a fast-paced...

  • Manager

    2 days ago


    Calgary, Alberta, D3J, CA Alberta Health Services Full time

    Reporting to the Director, the Manager provides direction, leadership, and organization for initiatives and programs within the Diagnostic Imaging department. Experience with senior management priorities and an understanding of stakeholder needs, this position delineates high level strategies and frameworks into planning clinical initiatives that meet...

  • Manager

    2 days ago


    Calgary, Alberta, D3J, CA Alberta Health Services Full time

    The Identity Services portfolio encompasses key Enterprise-wide programs and services in support of the vision, mission and strategic business plan of Alberta Health Services (AHS). This role works closely with the Identity Management and Directory Services team and numerous stakeholders across IT, AHS, Alberta Health and vendor partners. Alberta Health...


  • Calgary, Alberta, D3J, CA S.i. Systems Full time

    Our enterprise manufacturing client is looking for an Intermediate Procurement specialist to manage vendor relations and streamline the sourcing of raw materials and services using MS Navision (NAV).Must Haves:4 + years experience in procurement, or sourcing within the manufacturing sector/industry. Experience procuring raw materials i.e. steel, copper, and...


  • Calgary, Alberta, D3J, CA PARSONS CORPORATION Full time

    In a world of possibilities, pursue one with endless opportunities. Imagine Next!When it comes to what you want in your career, if you can imagine it, you can do it at Parsons. Imagine a career working with intelligent, diverse people sharing a common quest. Imagine a workplace where you can be yourself. Where you can thrive. Where you can find your next,...


  • Calgary, Alberta, D3J, CA S.i. Systems Full time

    Our client has an opportunity for a Senior Applications Support Specialist to manage a Student Information System and perform data integrations, migrations and reporting across various systems and platforms.Permanent OpportunityMust Have:7+ years of experience in data and application managementStudent information systems (PowerSchool) and other educational...

  • Position Details

    2 days ago


    Calgary, Alberta, D3J, CA Fastenal Part time

    Job Description Fulfillment Specialist 10-5200 64 Ave SE, Calgary, AB T2C 4V3 ABCA4 Strategic Account Store Part-time Shift(s): MON TUE WED THU FRI 7:00am - 5:00pmUp to 28 hours/week OVERVIEW: Embark on your journey as a Part-time Fulfillment Specialist, where you'll take charge of delivering excellence by replenishing inventory solutions and managing...


  • Calgary, Alberta, D3J, CA S.i. Systems Full time

    Our client is seeking a Senior Contract Advisor to manage complex overlapping RFP’s for both IT and Business contracts. Must Have:10+ years experience managing major RFP's from cradle to grave as well as the subsequent commercial aspectsExperience managing enterprise IT professional services and business contractsExperience on an SAP HANA...


  • Calgary, Alberta, D3J, CA RONA+ Full time

    Sales Specialist, Plumbing (Full time/Rona+ Macleod) Language English Français (CA) Apply Now By joining the RONA family, you’ll enjoy many benefits, such as: An inclusive and safe working environment Promotion of work-life balance Exclusive employee discounts Benefits: insurance (certain conditions apply), annual salary review, etc....

  • Scientific Lead

    2 days ago


    Calgary, Alberta, D3J, CA Alberta Health Services Full time

    Interested in leading system transformation to improve patient outcomes and experiences in Cancer Care Alberta (CCA)? Have experience in evaluating patient experience, conducting applied research or leading implementation science research studies? Want to apply your academic skills from within the healthcare system? CCA is currently searching a Research and...


  • Calgary, Alberta, D3J, CA Johnson & Johnson Full time

    Apply Now Apply Now Save Saved Open sharing options Share Description Manager, Oncology Regulatory Medical Writing At Johnson & Johnson Innovative Medicine, what matters most is helping people live full and healthy lives. We focus on treating, curing, and preventing some of the most devastating and complex diseases of our time. Johnson &...