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Collateral Management Specialist, Equipment Financing

3 months ago


Edmonton, Alberta, Canada CWB Financial Group Full time

At CWB Financial Group, we are dedicated to creating value for our stakeholders: our employees, clients, and investors. We achieve this by:

  • Prioritizing relationships and putting people first
  • Embracing innovative ideas
  • Valuing the process as much as the outcome

Position Overview

Location: Edmonton, AB

Alternate location for internal applications: Vancouver, BC

Flexible work arrangements. Hybrid work environments. Collaborative teamwork.

CWB Equipment Financing

CWB Equipment Financing stands as Canada's premier and longest-operating equipment financing firm, assisting business clients in acquiring equipment through a comprehensive suite of financing and leasing solutions across various sectors including construction, forestry, oilfield services, and transportation nationwide.

Role Responsibilities

Knowledge Resource. Documentation Management. Record Keeping. Security Oversight.

This position plays a vital role in the preparation, registration, and management of collateral securities, supporting CWB's equipment financing loan portfolio. As a Collateral Management Specialist, you will assist leadership in maintaining high standards of quality, risk management, and data integrity.

Key Duties

Client Experience

  • Provide outstanding client experiences at every interaction, executing plans to enhance client satisfaction in alignment with CWB's brand promise.

Internal Service Commitments

  • Offer collateral securities support for equipment financing to a designated branch network, collaborating closely with business and corporate departments. Communicate with all partners regarding loan processing and inquiries.
  • Prepare and manage documentation related to equipment financing loans and funding, ensuring accuracy and timeliness.
  • Meet Service Level Agreement (SLA) targets and quality standards for credit support.
  • Foster a collaborative and client-focused relationship with the credit support department and the equipment financing network while ensuring efficiency and governance.
  • Clarify closing requirements with equipment financing teams, clients, and legal representatives, ensuring timely closings.

Process Compliance & Optimization

  • Contribute to the development, maintenance, and enhancement of processes that ensure consistent and reliable credit support outcomes across equipment financing teams.
  • Ensure that contributions to collateral securities comply with the Bank's policies and guidelines, enabling partners to deliver exceptional customer service.
  • Accountable for executing work procedures, policies, and methods to ensure compliance with legal and regulatory standards.
  • Engage actively in initiatives aimed at realizing benefits from credit processing standardization.
  • Demonstrate a strong commitment to accuracy and consistency in all tasks.
  • Participate in projects that impact the functional area or specific department, adhering to project governance practices and budget constraints.
  • Conduct due diligence related to credit support activities, ensuring compliance with regulatory requirements.

Qualifications

Skills and Attributes

  • Customer-oriented, with a proven ability to manage multiple initiatives in a fast-paced, high-volume environment.
  • Identify and implement efficiencies and continuous improvements in processes aligned with corporate culture.
  • Strong problem-solving and conflict resolution skills, capable of navigating complex situations.
  • Respectful, dedicated, and self-motivated team player with experience in peer coaching and mentorship.
  • Excellent verbal and written communication skills, able to interact effectively with a diverse group of partners.
  • Focus on process efficiency and optimization to enhance daily operations.
  • Ability to organize and prioritize tasks while maintaining data integrity is essential.

Knowledge and Experience

  • Minimum of 3 years of experience in credit support with a solid understanding of collateral securities.
  • Familiarity with commercial lending policies, procedures, regulations, documentation, compliance issues, and audit requirements.
  • Proficient in Banking Systems, Loan Origination Systems, Microsoft Office Suite, and Adobe Forms.

Why Choose CWB Financial Group?

Your success is our priority, and our award-winning culture and benefits reflect this commitment.

Recognized by Great Place to Work in 2024 as one of Canada's top 50 Best Workplaces and a member of Waterstone Human Capital's Most Admired Corporate Cultures Hall of Fame.

We offer a comprehensive benefits package that includes:

  • Hybrid work environments
  • Everyday flexibility
  • Generous company-funded health coverage
  • Health care spending account
  • A flexible wellness program
  • Generous time-off options to recharge

We are committed to our employees' growth and development, providing:

  • Organization-wide coaching services
  • Mentorship opportunities
  • Education support and training programs

Inclusion is a journey that requires practice and experience to achieve meaningful outcomes. Your perspective is valued, and your voice will be heard within the CWB community.

Find your place at CWB Financial Group.

As an equitable employer, CWB Financial Group is dedicated to fostering a safe and inclusive environment where a diverse workforce can thrive. We encourage you to bring your authentic self to work, as dignity, respect, and equality are fundamental principles.