Specialist, Commercial Portfolio Management

2 days ago

Red Deer Alberta TM, Red Deer region, Canada 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

Roles SpecificationsLocation: 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.

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-AB

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.

12/10/2024

  • Specialist, Commercial Portfolio Management

    7 days ago

    Lacombe, Alberta,, Red Deer region, Canada CWB 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: Red Deer Banking CentrePut a new spin on...

  • Procurement Specialist III

    2 days ago

    Red Deer, Alberta, T0M, Red Deer region, Canada Alberta Health Services Full time

    The Procurement Specialist III is a position within Equipment Contracting, Procurement & Supply Management (CPSM) and will be responsible and accountable for coordinating multi-source contracts and the competitive bidding process for a variety of medical equipment (capital and minor) organizational needs. This also mayinclude related consumables, maintenance...

  • Psychologist II

    2 days ago

    Red Deer, Alberta, T0M, Red Deer region, Canada Alberta Health Services Full time

    The goal of the Step-Up Step Down program is to provide intensive live-in treatment in conjunction with community support for youth and their families so that the youth are able to re-integrate into their home, school and community. The program collaborates internally and externally to provide consistent, comprehensive, and individualized clinical services...

  • Mental Health Aide

    1 month ago

    Red Deer, Alberta, T0M, Red Deer region, Canada Alberta Health Services Full time

    This is an exciting opportunity to join a diverse portfolio within children’s and adolescent addiction and mental health. Reporting to the manager or designate, this position will aid youth including working on social, physical and emotional wellbeing while fostering self-determination and independence. The successful candidate will possess strong...

  • Manager, Domestic Tax

    2 months ago

    Red Deer, Alberta, T0M, Red Deer region, Canada BDO Canada Full time

    Putting people first, every day BDO is a firm built on a foundation of positive relationships with our people and our clients. Each day, our professionals provide exceptional service, helping clients with advice and insight they can trust. In turn, we offer an award-winning environment that fosters a people-first culture with a high priority on your personal...

  • Mental Health Aide

    1 month ago

    Red Deer, Alberta, T0M, Red Deer region, Canada Alberta Health Services Full time

    We are looking for an individual who is passionate about supporting clients and their families through moderate to severe addictions and mental health treatment in our Step Up Step Down Program. This position is listed as multi-site indicating you may provide services within the Children’s Addictions & Mental Health Portfolio including at Unit 39 (Red Deer...

  • Sr Specialist, Commercial Portfolio Management

    2 weeks ago

    Edmonton, Alberta,, Edmonton region, Canada CWB 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 Specifications Term Role: 12 Months Location: Edmonton Main...

  • Manager Commercial Portfolio Managment

    1 week ago

    St. Albert, Alberta,, Edmonton region, Canada CWB 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: Edmonton Main Banking Centre Put a new...

  • Logistics Coordinator

    1 month ago

    Red Deer, Alberta, T0M, Red Deer region, Canada Alberta Health Services Full time

    The Red Deer Regional Hospital Centre (RDRHC) Redevelopment and Expansion, with a budget of $1.8 billion, is a fast-paced Major Capital Project (MCP) involving the concurrent design and construction of a new tower within the existing hospital site, alongside the development of a new P3 Ambulatory Care Building (ACB) situated in close proximity to the...

  • CP Advisor

    1 month ago

    Fort Saskatchewan, Alberta, Edmonton region, Canada Orion Group Full time

    We are currently seeking an experienced Supply Chain Commercial Specialist (CP Advisor - Operations) with contract management, contract formation, RFPs experience to work with one of our major clients on a number of designated projects based at our clients site in Fort Saskatchewan, AB on a very attractive two year contract, Monday to Friday, 40hrs p/w!The...

  • Relationship Manager, Commercial

    2 weeks ago

    Beaumont, Alberta,, Edmonton region, Canada CWB 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 doRole Specifications Location: Edmonton 103rd Street Banking CentreCWB...

  • Contracts Specialist

    1 month ago

    Fort Saskatchewan, Alberta, Edmonton region, Canada Airswift Full time

    Airswift is seeking a Contracts Specialist to work with one of our clients in the oil and gas industry in Fort Saskatchewan, AB on a 12-month contract. The Contracts Specialist will develop and execute sourcing strategies and tactics supporting Scotford Energy and Chemical Park’s Turn Around and Brownfield Projects portfolio based on a deep understanding...

  • Sr Portfolio Accounting Specialist

    1 month ago

    Edmonton, Alberta, P5J, Edmonton region, Canada 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 doLocation | Edmonton, AB. Put a new spin on your banking careerThe...

  • Category/Contracts Specialist

    2 days ago

    Calgary, Alberta, Calgary region, Canada Airswift Full time

    Our client, a major Oil and Gas company, is looking for someone to join their team on a 1-year contract in Calgary.The SCM Category Specialist will be responsible for sustaining a fit-for-purpose Category Management plan across their assigned Indirect Portfolio. The overall Indirect Category includes IT, HR, and other Corporate spending. Accountability for...

  • Category/Contracts Specialist

    8 hours ago

    Calgary, Alberta, Calgary region, Canada Airswift Full time

    Our client, a major Oil and Gas company, is looking for someone to join their team on a 1-year contract in Calgary.The SCM Category Specialist will be responsible for sustaining a fit-for-purpose Category Management plan across their assigned Indirect Portfolio. The overall Indirect Category includes IT, HR, and other Corporate spending.Accountability for...

  • Procurement Specialist

    3 weeks ago

    Edmonton, Alberta, Edmonton region, Canada IMCS Group Full time

    Procurement Specialist (Non-IT) - IntermediateEdmonton, AB (Onsite)5 Month ContractDescription:The Client is committed to a diverse and inclusive public service that reflects the population we serve to best meet the needs of Client. Consider joining a team where diversity, inclusion and innovation are valued and supported. For more information on diversity...

  • Commercial Energy Associate

    2 months ago

    Calgary, Alberta, Calgary region, Canada BJRC Recruiting Full time

    Commercial Energy Associate (Calgary)Our client, one of Canada’s pre-eminent business law firms, is seeking an experienced Commercial Energy Associate for its Calgary office. Our client prides itself on providing excellent learning and development opportunities and support for its Associates.This is an excellent opportunity to join a collegial and leading...

  • Senior Portfolio Accounting Advisor

    2 weeks ago

    Edmonton, Alberta,, Edmonton region, Canada CWB 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 doLocation | Edmonton, AB. Put a new spin on your banking career The...

  • Sr Manager, Real Estate Accounts

    2 weeks ago

    Edmonton, Alberta,, Edmonton region, Canada CWB 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 doRole SpecificationsLocation: Edmonton Main Banking Centre CWB Real...

  • Procurement Specialist II

    2 days ago

    Edmonton, Alberta, P5J, Edmonton region, Canada Alberta Health Services Full time

    Under the general supervision of the portfolio Manager, the Procurement Specialist II performs complex purchasing functions consistent with established AHS procurement policies, practices, laws, and trade agreements. The Procurement Specialist II is responsible for the acquisition of supplies, minor equipment, services or supporting functions within assigned...