Current jobs related to Portfolio Management Specialist - Burnaby, British Columbia - CWB


  • Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock Your Potential as a Lease Portfolio SpecialistAt OpenRoad Auto Group, we're committed to delivering exceptional customer experiences and driving business growth. As a Lease Portfolio Specialist, you'll play a vital role in analyzing our current lease portfolio and identifying opportunities for renewing guests into new lease contracts.Key...


  • Burnaby, British Columbia, Canada PHSA Full time

    About the RoleWe are seeking a skilled and detail-oriented Financial Portfolio Specialist to join our team in Burnaby, BC. As a key member of our cash management team, you will be responsible for managing various financial duties, including receiving and processing payments, preparing invoices, and reconciling accounts.


  • Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock New Opportunities as a Lease Portfolio Specialist At OpenRoad Auto Group, we're committed to delivering exceptional customer experiences and fostering a culture of growth and innovation. As a Lease Portfolio Specialist, you'll play a vital role in our team by analyzing our current lease portfolio to identify opportunities for renewing our valued...


  • Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock Your Potential as a Lease Portfolio SpecialistAt OpenRoad Auto Group, we're seeking a highly motivated and detail-oriented Lease Portfolio Specialist to join our team. As a key member of our sales team, you will be responsible for analyzing our current lease portfolio to identify opportunities for renewing our guests into new lease contracts.Key...


  • Burnaby, British Columbia, Canada Destination Auto Group Full time

    Unlock Your Potential as a Lease Portfolio Retention SpecialistDestination Auto Group is seeking a highly adaptable and multifaceted Lease Portfolio Retention Specialist to join our team. As a key player in our growing automotive company, you will have the opportunity to take your career to the next level.We offer a comprehensive internal sales foundation...


  • Burnaby, British Columbia, Canada Destination Auto Group Full time

    Unlock Your Potential as a Lease Portfolio Retention SpecialistDestination Auto Group is seeking a highly adaptable and multifaceted Lease Portfolio Retention Specialist to join our team. As a key player in our growing automotive company, you will have the opportunity to take your career to the next level.We offer a comprehensive internal sales foundation...


  • Burnaby, British Columbia, Canada Destination Auto Group Full time

    Unlock Your Potential as a Lease Portfolio Retention SpecialistDestination Auto Group is seeking a highly adaptable and multifaceted Lease Portfolio Retention Specialist to join our team. As a key player in our growing automotive company, you will have the opportunity to take your career to the next level.We offer a comprehensive internal sales foundation...


  • Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock Your Career Potential at OpenRoad Auto GroupAre you a detail-oriented and tech-savvy individual looking for a challenging role in sales? Do you have a passion for working with people and building strong relationships? We're seeking a Lease Portfolio Specialist to join our team at OpenRoad Auto Group!About the Role:Analyze and review current lease...


  • Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock Your Career Potential at OpenRoad Auto GroupAre you a detail-oriented and tech-savvy individual looking for a challenging role in sales? Do you have a passion for working with people and building strong relationships? We're seeking a Lease Portfolio Specialist to join our team at OpenRoad Auto Group!About the Role:Analyze and review current lease...


  • Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock Your Potential with OpenRoad Auto GroupAt OpenRoad Auto Group, we're committed to providing our customers with exceptional service and unparalleled vehicle selection. As a Lease Portfolio Specialist, you'll play a critical role in helping us achieve this goal.Key Responsibilities:Analyze our current lease portfolio to identify opportunities for...


  • Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    Unlock Your Potential with OpenRoad Auto GroupAs a Lease Portfolio Specialist, you will play a vital role in analyzing our current lease portfolio to identify opportunities for renewing our valued guests into another lease contract. Your exceptional communication skills and ability to work with all levels of the organization will enable you to effectively...


  • Burnaby, British Columbia, Canada Destination Auto Group Full time

    Destination Auto Group is seeking a highly adaptable and multifaceted Lease Portfolio Retention Specialist to join their growing team. As a key player in the company's success, this individual will be responsible for providing exceptional customer service, analyzing data, and developing strategies to retain lease customers.Key Responsibilities:Conduct health...


  • Burnaby, British Columbia, Canada Destination Auto Group Full time

    Unlock Your Potential with Destination Auto GroupWe are seeking a highly adaptable and multifaceted Lease Portfolio Retention Specialist to join our team at Destination Auto Group. As a growing automotive company, we offer a fast-paced and dynamic environment that is perfect for individuals looking to take their career to the next level.What We...


  • Burnaby, British Columbia, Canada OpenRoad Auto Group Full time

    OverviewAs a Vehicle Portfolio Growth Specialist at OpenRoad Auto Group, you will have the opportunity to work with a diverse range of clients and vehicles. Our dealership is committed to providing exceptional customer service and delivering unparalleled vehicle experiences.Job Description:Analyze current lease portfolios to identify opportunities for...


  • Burnaby, British Columbia, Canada Beedie Full time

    Position OverviewBeedie, a leading property manager and private industrial developer, seeks a seasoned professional to lead its leasing efforts. As VP of Leasing and Portfolio Management, you will be responsible for maximizing the performance of our leasing portfolio, attracting prospective tenants, and retaining existing ones through exceptional service and...


  • Burnaby, British Columbia, Canada Beedie Full time

    Beedie Properties OverviewWe are a leading industrial property manager and private developer with a diverse portfolio of 165 properties across Canada. Our company offers an exceptional opportunity for a Senior Leasing Portfolio Manager to join our team.Estimated Salary: $150,000 - $200,000 per annumAbout the RoleThe Vice President of Leasing will play a key...


  • Burnaby, British Columbia, Canada Destination Auto Group Full time

    At Destination Auto Group, we're seeking a highly adaptable and skilled Automotive Lease Portfolio Manager to join our team. This is an excellent opportunity for a multifaceted and fast-paced environment within a growing automotive company.


  • Burnaby, British Columbia, Canada Paladin Security Full time

    Job OverviewAs a Portfolio Resource Coordinator at Paladin Security, you will play a vital role in ensuring the smooth operation of our security services. Your primary responsibility will be to provide strategic scheduling support for your assigned portfolio and Client Service team. This involves proactively filling open shifts, addressing resource needs,...


  • Burnaby, British Columbia, Canada Paladin Security Full time

    Job Summary:As a Portfolio Resource Coordinator at Paladin Security, you will play a vital role in ensuring the smooth operation of our portfolios. Your primary responsibility will be to provide strategic scheduling support to our Client Service team, ensuring that schedules are complete and adhere to our contractual obligations.Key...


  • Burnaby, British Columbia, Canada Beedie Development Group Full time

    Job SummaryBeedie Development Group is seeking a highly experienced Senior Vice President of Leasing and Portfolio Management to lead our leasing team in maximizing the performance of our portfolio, attracting prospective tenants, and retaining existing ones through exceptional service and relationship-building initiatives. The ideal candidate will have a...

Portfolio Management Specialist

2 months ago


Burnaby, British Columbia, Canada CWB Full time
About the Role

We are seeking a highly skilled Portfolio Management Specialist to join our team at CWB. As a key member of our Commercial Portfolio Management team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for Commercial portfolios of diversified clients.

Key Responsibilities
  • Partner with sales teams to deliver effective solutions to clients by supporting them with analysis and development of general economic overviews, industry profiles, and evaluation of past and present fiscal viability of loan prospects.
  • Manage risks and day-to-day client relationships for medium to large Agriculture clients, directly supporting the sales team to develop creative, competitive, full-service client solutions.
  • Apply risk management skills to ensure appropriate measures are put in place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB's risk appetite.
  • Act as the key point of contact for daily interactions with clients for daily operations, account administration, and inquiries, ensuring the delivery of an exceptional client experience.
Requirements
  • A Business Administration or related diploma (or equivalent experience) and 2-3 years' hands-on experience in business lending, inclusive of direct commercial underwriting.
  • Comfortable with financial statement analysis and possess a proven understanding of Moody's Financial Analyst.
  • Hard work ethic, commitment to collaboration, growth mindset, and drive are the main attributes to your success and it's your competitive advantage to rise above that makes you stand out amongst your peers.
About CWB

CWB is a leading financial institution that strives to build value for our people, clients, and investors. We are committed to providing a safe and inclusive environment where a diverse workforce thrives. We offer a comprehensive benefits package, including hybrid work environments, everyday flexibility, generous company-funded health coverage, and career development opportunities.