Business Coordinator

3 months ago


Surrey, 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

Business Coordinator, Commercial Accounts

Roles Specifications

Hybrid Work Environment - flexibility required

Location | Surrey Panorama Banking Centre, Strawberry Hills Banking Centre, or Langley Banking Centre

CWB is a bank built for business owners

Commercial Real Estate Lending

Financing experts in land acquisitions, land development, & construction financing.

With over a century of combined expertise in commercial real estate, our market expertise & local advice resonates with clients - who see us as a partner, not just a lender. No matter the initiative, our team assesses projects through the same lens as our clients - based on its strength, ability to grow their business & by what’s happening in the local market. Roll up your sleeves and get to work - on-site, off-site, over the phone - help business owners build in our communities.

Capitalize on an opportunity & develop your career with CWB
- The overwhelming majority of our employees say CWB is a Great Place to Work®_

We’re different from other employers in _the way_ we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.
- Our employees love CWB. You’ll love it here too._

The opportunity

The Business Coordinator, Commercial Accounts is responsible to provide and manage crucial sales support and operational services as part of the commercial banking team. The role is accountable to ensure customer service excellence through proactive and/or completion of administrative tasks and processes required to facilitate effective sales, loan management, underwriting, adjudication, regulatory compliance and/or credit support functions.

Specific Accountabilities

Sales Administration & Process Management

This role is responsible for supporting unrivaled client experiences through delivering best in class experiences for direct team & internal partners through the execution of critical sales and business administrative support with accuracy and efficiency.- Respond to all internal & external inquiries and requests- Ensure lending transactions occur within scheduled target dates- Identify issues and enforce necessary due diligence as it relates to business and credit support activities, procedures, and documentation, with escalation to leader, as appropriate- Responsible for receipt and forwarding of Financial Statements- Coordinate margining activity for assigned unit(s): tracking, receipt, review, and submission- Managing daily Commercial Overdraft report, preparation, and submission of necessary Credit Correspondence Memos- Credit analysis limited to requests such as cash secured credit card facilities- Preparation of annual review request letters- Work to ensure standardized processes are followed and data integrity is consistently achieved, monitored, and maintained- Ensure proper fees are appropriately collected to avoid potential loss revenue

Operational Credit Risk & Compliance Support- Organize, prioritize, and manage requests sourced from banking district sales teams, including support for loan pricing and payout calculations, generation of risk scorecards, financial statement spreading, and prompting of set-ups of client profiles and collateral security requirements on applicable CWB systems- Assist with the completion of risk scorecards and Risk-Adjusted Return on Capital (RAROC) models to ensure strong data integrity and achievement of adequate risk-based returns on commercial lending facilities- Assist with the effective communication and coordination of documentation and funding processes completed- Maintain appropriate risk management, monitoring and reporting practices in compliance with all internal controls to ensure the banking district remains in continuous compliance with requirements of internal audit and regulators- Ensure all account and services meet compliance and operational guidelines including KYC and AML- Utilize queue management system to support accurate completion of lending requests, documentation requests, loan fundings, payouts, etc.- Draft Commitment Letters, Powers or Attorney and other necessary documentation as well as periodic maintenance of sales prospect profiles and other individual and team reporting- Preparation, distribution, and completion of various business management and performance reports (out of order report, credit decision report and credit review date report) while ensuring appropriate follow up actions and/or escalations are implemented to address identified issues- Ac


  • Marketing Coordinator

    1 month ago


    Surrey, British Columbia, Canada Home Service Business Coach Full time

    About the Role:We are seeking a highly organized and task-oriented Marketing Coordinator to join our team at Home Service Business Coach. As a Marketing Coordinator, you will be responsible for overseeing all of our brand social channels, collaborating with our Graphic Designer to ensure all social media brand channels are professional and educational, and...


  • Surrey, British Columbia, Canada Accurate Financial Solutions] Full time

    Job OverviewAccurate Financial Solutions is seeking a highly skilled Business Operations Coordinator to join our team. The ideal candidate will have strong organizational and communication skills, with the ability to work effectively in a fast-paced environment.Key ResponsibilitiesCoordinate office operations to ensure efficient and effective use of...


  • Surrey, British Columbia, Canada LALLI BRO'S EXPRESS Full time

    Job Description for Business Operations Coordinator at LALLI BRO'S EXPRESSWe are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at LALLI BRO'S EXPRESS. This role will be responsible for ensuring the smooth operation of our business, providing administrative support to our management team, and implementing...


  • Surrey, British Columbia, Canada Greenways Systems Ltd. Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at Greenways Systems Ltd.About the RoleThis is a full-time position with a competitive salary of $45,000 - $55,000 per year, depending on experience. The ideal candidate will have 1-2 years of experience in administrative support and be...


  • Surrey, British Columbia, Canada ALLIED AUTO REPAIR LTD Full time

    About This OpportunityALLIED AUTO REPAIR LTD is seeking a highly organized and detail-oriented Business Operations Coordinator to join our team. This role will be responsible for supporting the day-to-day operations of our business, ensuring seamless communication and coordination between departments.Key ResponsibilitiesAdministrative Support: Provide...


  • Surrey, British Columbia, Canada PRO TECH COLLISION LTD Full time

    Job Title: Business Operations CoordinatorJob Type: Full-timeAbout Us:At PRO TECH COLLISION LTD, we are committed to delivering exceptional customer service and quality workmanship in the collision repair industry. We are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team.About the Role:We are looking for an...


  • Surrey, British Columbia, Canada VANCITY DRYWALL LTD Full time

    About the JobWe are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at VANCITY DRYWALL LTD.This is a permanent, full-time position working 35-40 hours per week. The successful candidate will have excellent communication skills, be proactive in finding solutions to problems, and possess strong analytical and...


  • Surrey, British Columbia, Canada Exclusive Enterprises Ltd. Full time

    We are seeking a skilled Business Operations Coordinator to join our team at Exclusive Enterprises Ltd. in Canada.About the RoleThis is a permanent position that involves overseeing and coordinating office administrative procedures, establishing work priorities, and ensuring deadlines are met.Key ResponsibilitiesReview and evaluate new administrative...


  • Surrey, British Columbia, Canada B.C Ltd. Full time

    Job OverviewWe are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at B.C Ltd. This role will be responsible for ensuring the smooth day-to-day operations of our office, coordinating administrative tasks, and providing exceptional support to our team members.About the RoleThe Business Operations Coordinator...


  • Surrey, British Columbia, Canada J Ray Learning Centre Ltd Full time

    We are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at the J Ray Learning Centre Ltd. This is a full-time position that offers a competitive salary of $45,000 per year.About the RoleThe primary responsibility of this role is to ensure the smooth operation of our office by coordinating and planning for...


  • Surrey, British Columbia, Canada Greenways Systems Ltd. Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at Greenways Systems Ltd.About the RoleThis is a permanent full-time position, working 40 hours per week.The successful candidate will be responsible for coordinating various business operations tasks, including arranging seminars and...


  • Surrey, British Columbia, Canada Black Ace Siding & Woodworking Inc. Full time

    The Business Operations Coordinator role at Black Ace Siding & Woodworking Inc. offers a competitive salary of $45,000 per year.Job DescriptionWe are seeking an experienced and detail-oriented Business Operations Coordinator to join our team. In this role, you will be responsible for coordinating the flow of information within the office, ensuring seamless...


  • Surrey, British Columbia, Canada Guru Nanak Drywall Ltd. Full time

    We are seeking a skilled Business Operations Coordinator to join our team at Guru Nanak Drywall Ltd.The estimated salary for this role is $45,000 - $60,000 per year, depending on experience and qualifications.As a Business Operations Coordinator, you will provide administrative support to our management team, ensuring the smooth operation of our business.You...


  • Surrey, British Columbia, Canada MRL Investments Ltd. Full time

    Job DescriptionWe are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at MRL Investments Ltd. This role will be responsible for coordinating seminars, conferences, and other events, as well as providing administrative support to the team.Key Responsibilities:Coordinate and arrange seminars, conferences, and...


  • Surrey, British Columbia, Canada TMA Trucking Services Ltd. Full time

    About TMA Trucking Services Ltd.TMA Trucking Services Ltd. is a reputable company in the transportation industry, seeking a highly skilled Business Operations Coordinator to join our team. As a key member of our operations team, you will be responsible for ensuring seamless day-to-day business operations, including arranging and coordinating seminars,...


  • Surrey, British Columbia, Canada HURRICANE TRANSPORT LTD. Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at HURRICANE TRANSPORT LTD.About the RoleThe Business Operations Coordinator will play a crucial role in ensuring the smooth operation of our day-to-day activities. This includes arranging seminars, conferences, and other events, as well as...


  • Surrey, British Columbia, Canada Shiv Shakti Services Inc Full time

    About Shiv Shakti Services IncWe are a dynamic company looking for a skilled Business Operations Coordinator to join our team. In this role, you will be responsible for coordinating office administrative procedures, arranging seminars and conferences, training other workers, and recording meeting minutes.Salary and BenefitsThe estimated annual salary for...


  • Surrey, British Columbia, Canada Canpro Consulting Inc. Full time

    We are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at Canpro Consulting Inc. The ideal candidate will have excellent communication and problem-solving skills, with the ability to prioritize tasks and manage multiple projects simultaneously.About the RoleAs a Business Operations Coordinator, you will be...


  • Surrey, British Columbia, Canada GSM Transport Ltd. Full time

    About the RoleWe are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at GSM Transport Ltd. As an Administrative Support Specialist, you will play a crucial role in ensuring the smooth day-to-day operations of our business.Key Responsibilities:Establish Office Procedures: Determine and set up office routines and...


  • Surrey, British Columbia, Canada AVH General Services and Operation Ltd. Full time

    About the RoleWe are seeking a highly organized and detail-oriented Business Operations Coordinator to join our team at AVH General Services and Operation Ltd. This role will be responsible for providing administrative support to ensure the smooth operation of our business.