Document & Funding Specialist

4 weeks ago

Edmonton, Canada CWB Financial Group 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 Specifications

Location: Edmonton, AB

On-site requirements. Everyday flexibility.
- Note: The external title has been changed to align with industry standards. The internal job title will be: “Collateral Securities Specialist"_
- Put a new _spin _on your banking career
- Canadian Western Bank (CWB) is the only _full-service bank_ in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a_ relationship-based_ approach to deliver a uniquely _proactive client experience_ through highly _personalized service, specialized _expertise_, customized solutions, and faster response times. _We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.
- Our highly engaged teams operate within a _client-centric, collaborative, and change-ready culture, _with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities, _united_ as one.
- Inclusion has power.
- Bring you. All of you. Single parent. Ally. Rock climber. Indigenous community member. Film buff. Amputee. Nature photographer. Climate change activist.

The opportunity

Knowledge resource. Documentation preparation. Record management. Security maintenance.

This role provides critical knowledge and support in the preparation, registration and maintenance of collateral securities in servicing CWB’s loan portfolio with a focus on our Equipment Financing Group (EFG). As a Collateral Securities Specialist, you will work to support leaders drive a high level of quality and standards, risk management, and strong data integrity.

Day-to-day activities

Client experience. Collaboration. Service delivery. Process specialist

Client Experience
- Deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise.

Internal Service Commitments
- Provide collateral securities support to an assigned branch network portfolio, leaders & client relationship managers through a continuous collaborative approach with the business and corporate departments. Corresponding with all partners, both verbally and in writing, regarding all loan processing, including inquiries.
- Ensure Service Level Agreement (SLA) targets and quality benchmarks for credit support are being met
- Establish a collaborative and client-centric relationship with the credit support department ad branch network while balancing the efficiencies and governance of a standardized structure.
- Ensures understanding on closing requirements with branch lending teams, customers and attorneys as needed while ensuring that all closings occur within scheduled target dates.

Process Compliance & Optimization
- Contribute to the implementation, maintenance and improvement of processes which lead to consistent and predictable daily credit support outcomes across the branch network.
- Ensure contributions to collateral securities align with the Bank’s policy & guidelines to ensure branch partners are able to continue to deliver exceptional customer service.
- Accountability as the team member for the execution of work procedures, policies and methods to ensure compliance with Canadian Western Bank’s legal, regulatory business policies and procedures.
- Actively engage in the targeted benefit realization from credit processing standardization
- Demonstrates high degree of effort to achieve accuracy and consistency at all times.
- Participates in projects that primarily impact functional area or specific department, adhering to standard project governance practices and operating within approved budget.
- Perform de diligence as it relates to credit support activities, procedures and documentation for compliance with regulatory bodies.

Knowledge to grow from
- Minimum of 3 years credit support experience with solid understanding of collateral securities
- Knowledge of commercial lending policies, procedures, regulations, documentation, compliance issues, collateral securities and audit requirements
- Technologically proficient in Banking Systems, Loan Origination Systems, Microsoft Office Suite, and Adobe Forms.

Skills to take you further
- Customer focused, with proven ability to engage in and drive multiple initiatives simultaneously in a fast paced, high volume, work environment.
- Identify efficiencies and continuous improvement in processes aligned with corporate culture.
- Creative problem solving and conflict resolution skills, with the capability toc diffuse compli

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