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Commercial Portfolio Management Professional

2 months ago


Richmond, British Columbia, Canada CWB Full time
Job Title: Commercial Portfolio Management Specialist

We are seeking a highly skilled Commercial Portfolio Management Specialist to join our team at CWB. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for Commercial portfolios of diversified clients.

Key Responsibilities:
  • Partner with sales teams to support effective and timely credit underwriting for new and existing borrowing clients.
  • Manage risks and day-to-day client relationships for medium to large Agriculture clients.
  • Apply risk management skills to ensure appropriate measures are put in place and risk assessment protocols and structures are implemented.
  • Act as the key point of contact for daily interactions with clients for daily operations, account administration, and inquiries.
Requirements:
  • A Business Administration or related diploma (or equivalent experience).
  • 2-3 years' hands-on experience in business lending, inclusive of direct commercial underwriting.
  • Comfortable with financial statement analysis and possess a proven understanding of Moody's Financial Analyst.
  • Strong organizational skills, technical proficiency, and a strong desire to carry new learning forward and build a career in financial services.
Why Work with Us?

We are committed to providing a safe and inclusive environment where a diverse workforce thrives. We offer a comprehensive benefits package, including hybrid work environments, everyday flexibility, generous company-funded health coverage, and a flexible wellness program. We also commit to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, and education support and training programs.