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Client Relationship Manager
3 months ago
Job Details
Description
About Us :
Peoples Group is a distinguished Financial Institution with a legacy of over 35 years in the Canadian financial landscape. Our commitment is to surpass our clients' expectations by delivering outstanding customer service, supported by our extensive expertise and product knowledge.
Our organizational culture is built on our core values: Strength-Based, Relationship Focused, and Passionate Execution. We believe that individuals choose a company to align with, rather than merely a workplace. Our priority is our people, and we consistently strive to embody trustworthiness, creativity, and a willingness to adapt. Our team members are dedicated to risk-based practices and procedures, ensuring we remain compliant and risk intelligent.
Work Environment:
At Peoples Group, we provide a flexible and hybrid work setting. In this role, you will have the opportunity to work both in-office and remotely. Typically, your working hours will be from Monday to Friday, between 8:00 AM and 4:30 PM, with some flexibility regarding start and end times.
About You:
You are a dedicated, solution-focused, and goal-driven team player with exceptional communication skills. You possess comprehensive knowledge of both conventional and CMHC commercial mortgages across various real estate asset classes within the Canadian market. As an organized customer service expert, you thrive on developing and executing strategic initiatives to enhance the Peoples Trust conventional and CMHC loan portfolio, nurture client relationships, identify new business prospects, and collaborate with internal teams to meet client expectations and achieve company objectives.
Qualifications:
- Minimum of 5 years of experience in CMHC-insured construction and term loans.
- Proficient in originating, structuring, underwriting, and executing conventional construction and bridge loans across diverse real estate asset classes.
- Bachelor's degree in finance, accounting, economics, business administration, or an MBA.
- CPA/CMA and/or CFA certifications are preferred.
- Bilingual proficiency in French and English is essential.
- Strong skills in commercial real estate mortgage underwriting.
- Familiarity with current AML and KYC regulations related to commercial real estate mortgages.
- Excellent customer service and business development capabilities.
- Effective written and verbal communication, interpersonal, and negotiation skills.
- Experience managing large-account loan portfolios and fostering client relationships.
- Proficient in Microsoft Office Suite, including Excel, PowerPoint, and CRM software.
- Highly organized, solution-oriented, and results-driven.
- A self-starter who excels in multitasking and thrives in a collaborative environment.
Daily Responsibilities:
- Originate and underwrite CMHC-insured loan proposals for both construction and term mortgages.
- Manage the origination and underwriting of conventional loan proposals across various asset classes, including construction, land, and bridge loans.
- Prepare direct CMHC applications for loan insurance.
- Assist in the preparation of internal credit application submissions to the Credit Committee.
- Provide leadership and guidance to Real Estate Associates, Analysts, and Coordinators.
- Collaborate closely with the Mortgage Administration team to ensure seamless funding of all assigned loans.
- Work in conjunction with the Regional Vice President and Assistant Vice President to drive the success of our Commercial Mortgage division in the Eastern Canadian market.
- Engage in proactive marketing and business development initiatives to foster growth in the Eastern Canadian CMHC and Conventional loan portfolio.
Compensation:
Peoples Group is proud to offer a competitive annual salary along with a discretionary profit-sharing opportunity. The salary for this position will range between $90,000 and $100,000 per year, depending on the knowledge, skills, abilities, and experience of the selected candidate.
We appreciate your interest in this opportunity; however, only candidates under consideration will be contacted. Peoples Group is an Equal Employment Opportunity employer.