Specialist, Commercial Portfolio Management

2 weeks ago


Red Deer, Canada CWB Financial Group Full time
li>Putting people first and building relationships with intention

Put a new spin on your banking career.

Our core focus is to become the best full-service bank for business owners in Canada. p>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.Credit Underwriting: You will partner with sales teams to support through effective and timely credit underwriting for new and existing borrowing clients.Risk Management: You will apply your risk management skills to ensure appropriate measures are put into place and risk assessment protocols are implemented.Client Experience: Acts as the key point of contact for daily interactions with clients for daily operations and account administration.A Business Administration or related diploma (or equivalent experience) and have approximately 2 years of 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.Health care spending account A flexible wellness program We commit to our employees’ development and help them reach their professional goals with: Education support & training programs Inclusion is a journey requiring practice & experience to result in a powerful outcome.

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