Commercial Portfolio Management Lead

3 hours ago


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

We are seeking a highly skilled and experienced Commercial Portfolio Management professional to join our team at CWB. 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
  • Partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients.
  • Manage risks and day-to-day client relationships for Mid-Market commercial clients.
  • Directly work with the sales team to develop creative and ambitious full-service client solutions, while maximizing internal partnerships and specialists where appropriate.
  • Use knowledge of credit policies and arrangements to apply risk mitigation skills to ensure appropriate measures are put in place and risk assessment protocols and structures are implemented.
  • Proactively manage risk with prudent lending recommendations, including appropriate and consistent monitoring and due diligence, minimizing operational losses.
  • Connect with clients daily and provide critical retention touch points for high-value clients, actively determining needs and referring clients to other business partners across CWB Financial Group.
Requirements
  • Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience).
  • Demonstrated and proven abilities (approx. 6 years experience) within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries.
  • Direct leadership and coaching experience.
About CWB

CWB is a bank built for business owners. 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, and believing that how we do things is as important as what we do.



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