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Commercial Portfolio Management Lead
2 months ago
CWB Financial Group is seeking a highly skilled Commercial Portfolio Management professional to join our team. As a key member of our Commercial Banking team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for a complex and diversified client portfolio.
Key Responsibilities- Develop and implement credit underwriting strategies to support the growth of our commercial banking business.
- Manage risks and day-to-day client relationships for Mid-Market commercial clients, ensuring that our clients receive exceptional service and support.
- Partner with sales teams to develop creative and ambitious client solutions, while maximizing internal partnerships and specialists where appropriate.
- Use knowledge of credit policies and arrangements to apply risk mitigation skills, ensuring that our clients' needs are met while minimizing operational losses.
- Connect with clients daily to provide critical retention touch points and actively determine their needs, referring them to other business partners across CWB Financial Group.
To be successful in this role, you will require a Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience) with demonstrated and proven abilities within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries.
You will also need to have directly leadership and coaching experience, as well as a strong understanding of our organization's credit policies and existing credit arrangements.
About CWB Financial GroupCWB Financial Group is a leading financial institution that is committed to providing a safe and inclusive work environment where a diverse workforce thrives. We offer an award-winning benefits package, including hybrid work environments, everyday flexibility, and generous company-funded health coverage.
We are committed to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, and education support and training programs.
