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Client-Focused Portfolio Management Specialist

3 months ago

Calgary, Alberta, Canada CWB Financial Group Full time

Commercial Portfolio Management Specialist

Location

Calgary, AB - Main Banking Centre

At CWB, we prioritize creating value for our stakeholders: our employees, clients, and investors.

  • Fostering relationships with a people-first approach
  • Embracing innovative ideas and solutions
  • Upholding the importance of our methods alongside our objectives
Role Overview:

Our primary goal is to be the premier full-service bank for entrepreneurs across Canada. We achieve this by providing a proactive client experience through tailored service, specialized knowledge, and bespoke solutions.

Position Summary

The Commercial Portfolio Management Specialist is responsible for credit structuring, underwriting, risk assessment, and client support for a diverse portfolio of clients with average loan amounts below $2MM, within a designated geographic area. This role collaborates with sales and support teams to offer effective solutions, assisting in the analysis and development of economic insights, industry assessments, and evaluations of the financial viability of loan candidates.

Key Responsibilities / What You'll Be Engaged In

Credit Underwriting. Risk Assessment. Client Engagement.

Credit Underwriting

In the capacity of a credit underwriter, you will collaborate with sales teams to ensure timely and effective credit evaluations for both new and existing clients. You will manage risks and maintain daily client relationships for medium to large commercial accounts.

Risk Assessment

Your expertise in risk management will be crucial in implementing appropriate measures and protocols to assess risks while balancing potential rewards in accordance with CWB's risk appetite.

Client Engagement

You will serve as the primary contact for clients, handling daily operations, account management, and inquiries, ensuring a superior client experience.

Ideal Candidate Profile

A diploma in Business Administration or a related field (or equivalent experience) with a minimum of 2 years of practical experience in banking or business lending, including direct experience in commercial credit underwriting. Proficiency in financial statement analysis and a solid understanding of Moody's Financial Analyst are essential.

Why Join Us?

Your success is our priority, and our award-winning culture and benefits reflect that commitment.

  • Flexible hybrid work environments
  • Daily flexibility options
  • Comprehensive company-funded health benefits
  • Health care spending accounts
  • A flexible wellness initiative
  • Generous time-off policies to recharge and rejuvenate

Career Advancement. We are dedicated to the growth of our employees and support them in achieving their professional aspirations.

  • Organization-wide coaching services
  • Mentorship opportunities
  • Educational support and training programs

Bring your authentic self to work. We believe that inclusion is a continuous journey that requires practice and experience to achieve meaningful outcomes.