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Commercial Portfolio Management Specialist

2 months ago


Coquitlam, British Columbia, Canada Disability Solutions Full time
About the Role

We are seeking a highly skilled Commercial Portfolio Management Specialist to join our team at Disability Solutions. As a key member of our team, you will be responsible for providing credit structuring, credit underwriting, risk management, and client-facing support for commercial portfolios.

Key Responsibilities
  • Partner with sales teams to support effective and timely credit underwriting for new and existing borrowing clients.
  • Manage risks and day-to-day client relationships for medium to large agriculture clients.
  • Apply risk management skills to ensure appropriate measures are put in place and risk assessment protocols and structures are implemented.
  • Act as the key point of contact for daily interactions with clients for daily operations, account administration, and inquiries.
Requirements
  • A Business Administration or related diploma (or equivalent experience).
  • 2-3 years' hands-on experience in business lending, inclusive of direct commercial underwriting.
  • Comfortable with financial statement analysis and possess a proven understanding of Moody's Financial Analyst.
  • Strong organizational skills, technical proficiency, and a strong desire to carry new learning forward and build a career in financial services.
What We Offer
  • A dynamic and inclusive work environment.
  • A comprehensive benefits package, including hybrid work environments, everyday flexibility, and generous company-funded health coverage.
  • Opportunities for career development and growth, including organization-wide coaching services, mentorship, and education support and training programs.