Analyst, Real Estate Accounts

2 weeks ago

Surrey, Canada Disability Solutions 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: Surrey, BC

CWB Bank

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.

The Opportunity

As an Analyst, Real Estate Accounts, you will be at the forefront of supporting our Real Estate Lending team. This role is uniquely positioned to provide a comprehensive blend of credit analysis, risk management, client engagement, and portfolio management. You will collaborate closely with Relationship Managers and other team members to deliver flawless financial solutions and outstanding client experiences.

The Day-to-Day

Outstanding Client Experience. Risk Aware. Effective Teamwork.
  • Underwrite new and existing credit opportunities, ensuring alignment with branch financial objectives and CWB's risk appetite.
  • Assist Relationship Managers in identifying full-service client solutions and referring clients to other business partners as needed.
  • Prepare comprehensive credit submissions, including new loans, renewals, amendments, and annual reviews, with clear risk assessments and underwriting analysis.
  • Assist in managing a portfolio of construction loans and term mortgages, including monthly construction draw requests.
  • Participate in client meetings to analyze loan proposals, prepare pricing recommendations, and draft term sheets.
  • Ensure all loans operate within credit, audit, and compliance requirements, maintaining high data integrity.
  • Collaborate with Business Coordinators to fund and manage real estate loans efficiently.
  • Proactively implement strategies to enhance the client experience in alignment with the company's brand promise.


Successful Incumbent

The successful incumbent effectively manages credit risk for a portfolio of commercial real estate loans, conducting annual reviews and ongoing monitoring while maintaining independence from sales functions. They excel in facilitation, conflict management, and workload prioritization to meet deadlines during seasonal peaks. With a commitment to minimizing operational losses and adhering to company policies, they foster a positive, high-performing, and inclusive work environment. They embody the organization's cultural values and demonstrate exceptional analytical, interpersonal, and time management skills.

Foundational knowledge and experience to grow from

  • Diploma in Business Administration or a related field (specialization in Urban Land Economics or real estate appraisal courses is a strong asset).
  • Minimum 2 years of experience in commercial or real estate lending, with exposure to construction lending.
  • Proficiency in financial statement analysis, real estate valuations, and underwriting.
  • Knowledge of collateral security and documentation requirements.
  • Strong computer and business modeling skills; experience with banking and loan origination systems is an asset.


Why work with us?

Your success is our obsession And our award-winning culture & benefits back it up.

Proudly recognized by Great Place to Work® in 2024 as one of Canada's top 50 Best Workplaces & member of Waterstone Human Capital's Most Admired Corporate CulturesTM Hall of Fame.

Wellness matters. We offer an award-winning benefits package that includes:
  • Hybrid work environments
  • Everyday flexibility
  • Generous company-funded health coverage
  • Health care spending account
  • A flexible wellness program
  • generous time-away options to unplug, rest & recover

Career development. We commit to our employees' development and help them reach their professional goals with:
  • Organization wide coaching services
  • Mentorship
  • Education support & training programs

Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.

#LI-AI1

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

Closing Date:

* Position closes at 12:01am on the close date identified below.
12/10/2024

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