Manager, Commercial Portfolio Management

2 days ago

Markham, 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 holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Role Specifications

Everyday flexibility. Flexible work arrangements. Hybrid work environments.

It’s a new world, and we are learning to embrace it. Work and life have been connected in new & different ways - for our clients & their businesses too. So, at CWB we’ve been changing the way we work. In fact, we’re still changing. We’re still learning.

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.
_And we do it together - united, as oneCWB. _We are firmly committed to the responsible creation of value for all our stakeholders and our approach to sustainability will support our continued success.

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.
_And we are building momentum_.

The opportunity

Leadership. Credit management. Business growth. Risk strategist.

Provides credit structuring, analysis, credit underwriting, risk management and client facing support for a complex and diversified client portfolio with average loan volumes primarily greater than $10MM. This role performs credit underwriting, monitoring and adjudication on a diversified commercial banking book in the Mid-Market commercial banking space. 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 district’s strategy and client experience through effective and timely credit underwriting for new and existing borrowing opportunities, with a focus on complex loans >$10MM.
- Actively develop creative, competitive client solutions, in coordination with relationship managers, leveraging internal partnerships and specialists where appropriate
- Completes necessary due diligence and works with relationship managers 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 relationship managers to be every client’s primary financial partner.
- Actively refer to other business partners both within banking centres and across CWB.
- Be accountable for district 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 courag

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