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Senior Portfolio Manager

2 months ago

Calgary, Alberta, Canada National Bank Full time

Position Overview:

As a Portfolio Manager within the Real Estate Finance division at National Bank, you will leverage your expertise in credit assessment and real estate financing to contribute significantly to our organization. Your analytical acumen, coupled with your extensive experience in real estate and financial services, will be pivotal in driving our success.

Key Responsibilities:

  • Collaborate with account managers to oversee intricate portfolio components, including file analysis, financing proposals, and negotiation processes.
  • Engage in discussions with the credit department to finalize financing conditions.
  • Occasionally negotiate financing terms directly with clients and prospective customers.
  • Support account managers in the execution, renewal, and evaluation of complex files.
  • Examine expert documentation, including assessments from cost and environmental consultants, legal advisors, and SCHL representatives.
  • Review prerequisites prior to fund disbursement.
  • Maintain the integrity and quality of the portfolio.
  • Identify and assess risks associated with sector activities.

Your Team:

The Real Estate Finance team operates within the Commercial and Private Banking sector, dedicated to assisting key players in the real estate market with both interim construction financing and long-term funding for premium assets. Our team is driven and focused on expanding our presence in Western Canada.

You will be part of a dynamic group of 12 professionals, reporting to the Senior Manager of the Portfolio Management Team. Our team is recognized for its collaborative spirit and commitment to excellence.

Qualifications:

  • A bachelor's degree in a relevant field with a minimum of 7 years of pertinent experience, or a master's degree with at least 5 years of relevant experience.
  • Proven experience in real estate financing.
  • Relevant background in commercial credit.
  • Strong customer service and negotiation skills.
  • Experience in business development is advantageous.
  • Familiarity with business products and services.

Skills:

  • Accountability
  • Client-focused approach
  • Effective communication
  • Diversity and inclusion advocacy
  • Results-driven mindset
  • Emotional intelligence
  • Empathy
  • Humility
  • Initiative
  • Learning agility
  • Resilience
  • Team collaboration

Benefits:

In addition to competitive remuneration, you will have access to a comprehensive range of flexible benefits designed to enhance your well-being and that of your family, including:

  • Health and wellness programs with various options
  • Flexible group insurance plans
  • Generous pension contributions
  • Employee Share Ownership Plan
  • Employee and Family Assistance Programs
  • Preferential banking services
  • Opportunities for community engagement
  • Telemedicine services
  • Virtual health initiatives

We prioritize a positive employee experience through dynamic work environments and innovative collaboration tools. We value employee feedback and encourage open communication.

Our Commitment:

At National Bank, we are dedicated to fostering a workplace that prioritizes human connection, courage, and an entrepreneurial spirit. Our mission is to positively impact the lives of individuals, guided by our core values of partnership, agility, and empowerment. We are committed to inclusivity and accessibility in our recruitment process, ensuring a barrier-free environment for all candidates.