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Specialist, Commercial Portfolio Management

3 months ago


Calgary Alberta DJ, CA CWB Financial Group Full time

Specialist, Commercial Portfolio Management

Location

Calgary, AB - Main Banking Centre

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

  • 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:

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.

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, and the evaluation of past and present fiscal viability of loan prospects.

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.

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.

Client Experience

Acts as the key point of contact for daily interactions with clients for daily operations, account administration, and inquiries, ensuring the delivery of an exceptional client experience.

Successful Incumbent

A Business Administration or related diploma (or equivalent experience) and have 2+ 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.

Why Work With Us?

Your success is our obsession And our award-winning culture & benefits back it up.

  • 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.

  • 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.

Closing Date:

Position closes at 12:01 am on the close date identified below: 08/21/2024

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