Commercial Portfolio Management Specialist

7 days ago

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

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

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
Why Work with Us?

We offer a dynamic and inclusive work environment that values diversity, equity, and inclusion. Our award-winning culture and benefits package include:

  • Hybrid work environments
  • Everyday flexibility
  • Generous company-funded health coverage
  • Health care spending account
  • A flexible wellness program
  • Generous time-away options to unplug, rest, and recover

We are committed to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, and education support and training programs. Join our team and bring your whole self to work in a safe and inclusive environment where a diverse workforce thrives.

  • Commercial Portfolio Management Specialist

    2 weeks ago

    Coquitlam, British Columbia, Canada CWB Financial Group Full time

    About the RoleThe Commercial Portfolio Management Specialist provides credit structuring, credit underwriting, risk management, and client-facing support for Commercial portfolios of diversified clients with average loan volumes under $2MM.Key ResponsibilitiesPartner with sales teams to support effective and timely credit underwriting for new and existing...

  • Commercial Portfolio Management Specialist

    2 weeks ago

    Coquitlam, British Columbia, Canada CWB Financial Group Full time

    About the RoleThe Commercial Portfolio Management Specialist provides credit structuring, credit underwriting, risk management, and client-facing support for Commercial portfolios of diversified clients with average loan volumes under $2MM.Key ResponsibilitiesPartner with sales teams to support effective and timely credit underwriting for new and existing...

  • Commercial Portfolio Management Specialist

    3 weeks ago

    Coquitlam, British Columbia, Canada Disability Solutions Full time

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

  • Commercial Portfolio Management Specialist

    2 weeks ago

    Coquitlam, British Columbia, Canada Disability Solutions Full time

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

  • Commercial Portfolio Management Specialist

    3 weeks ago

    Coquitlam, British Columbia, Canada Disability Solutions Full time

    About the RoleWe 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 ResponsibilitiesPartner with sales teams to...

  • Commercial Portfolio Management Specialist

    2 weeks ago

    Coquitlam, British Columbia, Canada Disability Solutions Full time

    About the RoleWe 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 ResponsibilitiesPartner with sales teams to...

  • Commercial Portfolio Management Specialist

    2 weeks ago

    Coquitlam, British Columbia, Canada Disability Solutions Full time

    About Disability SolutionsWe 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsThe OpportunityThe Commercial...

  • Commercial Portfolio Management Specialist

    2 weeks ago

    Coquitlam, British Columbia, Canada Disability Solutions Full time

    About Disability SolutionsWe 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRole SpecificationsThe OpportunityThe Commercial...

  • Commercial Portfolio Management Leader

    3 days ago

    Coquitlam, British Columbia, Canada CWB Full time

    Job SummaryWe are seeking a highly skilled and experienced Commercial Portfolio Management Leader 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...

  • Commercial Portfolio Management Leader

    3 days ago

    Coquitlam, British Columbia, Canada CWB Full time

    Job SummaryWe are seeking a highly skilled and experienced Commercial Portfolio Management Leader 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...

  • Commercial Portfolio Management Lead

    1 day ago

    Coquitlam, British Columbia, Canada Canadian Western Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Commercial Portfolio Management professional to join our team at Canadian Western Bank. 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...

  • Commercial Portfolio Management Lead

    1 day ago

    Coquitlam, British Columbia, Canada Canadian Western Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Commercial Portfolio Management professional to join our team at Canadian Western Bank. 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...

  • Collection Portfolio Manager

    6 days ago

    Port Coquitlam, British Columbia, Canada DPC Saputo Dairy Products Canada G.P. Full time

    Collection Representative Job DescriptionAt DPC Saputo Dairy Products Canada G.P., we're committed to excellence and care in everything we do. As a Collection Representative, you'll play a vital role in our team by managing a portfolio of accounts receivable and ensuring timely resolution of outstanding invoices.Key Responsibilities:Manage the collection...

  • Collection Portfolio Manager

    6 days ago

    Port Coquitlam, British Columbia, Canada DPC Saputo Dairy Products Canada G.P. Full time

    Collection Representative Job DescriptionAt DPC Saputo Dairy Products Canada G.P., we're committed to excellence and care in everything we do. As a Collection Representative, you'll play a vital role in our team by managing a portfolio of accounts receivable and ensuring timely resolution of outstanding invoices.Key Responsibilities:Manage the collection...

  • Collection Portfolio Manager

    1 week ago

    Port Coquitlam, British Columbia, Canada DPC Saputo Dairy Products Canada G.P. Full time

    About the RoleThe Collection Representative will be responsible for managing a portfolio of accounts receivable and reconciling, investigating, and resolving all outstanding invoices.Key ResponsibilitiesManage the collection process of a given portfolioPerform weekly analysis of payment agreements and investigation of all outstanding invoices and...

  • Collection Portfolio Manager

    1 week ago

    Port Coquitlam, British Columbia, Canada DPC Saputo Dairy Products Canada G.P. Full time

    About the RoleThe Collection Representative will be responsible for managing a portfolio of accounts receivable and reconciling, investigating, and resolving all outstanding invoices.Key ResponsibilitiesManage the collection process of a given portfolioPerform weekly analysis of payment agreements and investigation of all outstanding invoices and...

  • Commercial Insurance Underwriter

    2 weeks ago

    Coquitlam, British Columbia, Canada DGA Careers Full time

    About the RoleDGA Careers is seeking an experienced Executive Underwriter to join our team in a dynamic and growing insurance company. As an Executive Underwriter, you will play a key role in maintaining a profitable book of business and ensuring that all underwriting activities are conducted in accordance with company guidelines and standards.Key...

  • Commercial Insurance Underwriter

    2 weeks ago

    Coquitlam, British Columbia, Canada DGA Careers Full time

    About the RoleDGA Careers is seeking an experienced Executive Underwriter to join our team in a dynamic and growing insurance company. As an Executive Underwriter, you will play a key role in maintaining a profitable book of business and ensuring that all underwriting activities are conducted in accordance with company guidelines and standards.Key...

  • Mortgage Specialist

    3 days ago

    Coquitlam, British Columbia, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesBuild and maintain relationships...

  • Mortgage Specialist

    4 days ago

    Coquitlam, British Columbia, Canada BMO Full time

    About the RoleWe are seeking a highly skilled and motivated Mortgage Specialist to join our team at BMO. As a Mortgage Specialist, you will play a critical role in helping customers achieve their dream of home ownership by providing expert guidance and support throughout the mortgage application process.Key ResponsibilitiesBuild and maintain relationships...