Manager, Commercial Portfolio Management

1 month ago

Edmonton, Alberta, 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


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

Leadership. Credit management. Business growth. Risk strategist.

Provides credit structuring, credit underwriting, risk management and client facing support for a complex and diversified client portfolio with average loan volumes primarily greater than $10MM, within the Alberta region. This role performs credit underwriting, monitoring and adjudication. The role holder will have full understanding of the organization's credit policies and existing credit arrangements, but still developing knowledge of specifics related to unique credit arrangements and concerns

The day to day

Credit management
  • Deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB's brand promise.
  • Support the Region's strategy and client experience through effective and timely credit underwriting for new and existing borrowing opportunities, with a focus on complex loans >$5MM.
  • Actively develop creative, competitive client solutions, in coordination with banking centre partners, leveraging internal partnerships and specialists where appropriate
  • Completes necessary due diligence and works with banking centre partners to establish terms of credit, and produce ongoing credit reviews and risk ratings that reflect strong knowledge of CWB policies and procedures
  • Incumbent must use judgement to determine the appropriate course of action required to address the needs of the client/team member and reach an appropriate solution.


Business growth & risk strategist
  • Actively identify full-service solutions for clients with the view to support banking centres to be every client's primary financial partner.
  • Actively refer to other business partners both within banking centres and across CWB.
  • Be accountable for regional financial objectives through effective and timely credit underwriting for highly complex new and existing borrowing opportunities, while balancing risk and reward in line with CWB's risk appetite.
  • Minimize operational losses and report all potential losses > $5,000 within 5 business days after month end.
  • Expertly manage risk with prudent lending recommendations, including appropriate due diligence.
  • Be accountable for timely and consistent completion of annual reviews and new transactions.
  • Provide efficient and effective operations with strong data integrity including strong collaboration with other CWB teams.
  • Operate in a compliant manner, minimizing regulatory compliance and operational risk, providing approval within delegated credit limits.
  • Assist with management of negative trending accounts with consolidation with AVP, High Risk, as required.


Play-to-win leadership

Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and high-performing diverse workforce. Champion change. Nurture collaboration & a untied CWB approach. Coach with courage & candor. Intentionally feed forward . Strengthen our learning culture with a growth mindset. Invest in people first talent management through acquisition, development, engagement & retention initiatives. Grow from failures. Deliver results.

Foundational knowledge and experience to grow with

A Bachelor's Degree in commerce, finance, or accounting disciplines with a minimum of 6 years' experience within functions of risk management, banking and/or business lending , including significant direct experience with commercial credit underwriting across a variety of industries with directly leadership & coaching experience.

Competencies that will take you further

Client focused. Deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB's brand promise. Provide full-service solutions for clients with the view to be every client's primary financial partner.

Winning aspiration. The desire and motivation to succeed with the drive and focus to make it happen - fueled by the belief that better is always possible.

Financially savvy. You've garnered strong credit and commercial lending experience that has allowed you to plan, execute and develop strategies that have resulted in you

hitting your, and your team's, targets, and business goals out of the financial institution park.

Compliance and risk strategist. You mill manage a variety of tasks from overseeing credit activities to managing operations to ensuring compliance regimens and risk management strategies are put into place.

Operationally sound. You're all about seeing your team succeed and reach their achievements and successes. You will provide guidance and mentorship in areas like risk assessment, credit underwriting, credit structuring and credit presentation skills - delivering results effectively and efficiently.

Trusted partner. As a fully experienced, qualified credit professional, your day will include managing multiple tasks such as leading your team, implementing credit policies, conducting credit reviews, and ensuring that approval procedures are put into place for clients and the client relationship team.

A true #tealmate . Live & honor CWB values. Represent the CWB Brand with honor and integrity in a manner consistent with our culture. Respect the code, OneCWB Growing Together and prioritize collaboration.

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 202 4 as one of Canada's top 50 Best Workplaces & member of Waterston e Human Capital's Most Admired Corporate Culture s TM Hall of Fame .

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

#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:

* P osition closes at 12:01am on the close date identified below.
05/30/2024

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