Cash Flow and Leveraged Lending Manager
4 weeks ago
Location: CWB Maxium Financial Corporate Office
Employment Type: Full-time
About CWB Financial Group: We are dedicated to creating value for our stakeholders: our employees, clients, and investors. Our core values include:
- Prioritizing relationships and putting people first
- Embracing innovative ideas
- Valuing the process as much as the outcome
The Cash Flow and Leveraged Lending Manager will oversee a portfolio of mid-market clients within CWB Maxium's diversified sector, typically managing clients with EBITDA exceeding $3 million and financing needs over $10 million. Key responsibilities include assisting the Managing Director with client relations, transaction finalization, portfolio oversight, financial analysis, modeling, and credit documentation. This role also involves engaging in pitches for new financing opportunities and expanding Maxium's market share. The position reports directly to the Chief Operating Officer and requires a proactive, organized individual with strong skills in risk evaluation, financial analysis, and portfolio management.
Key Responsibilities Client Support and Service- Develop and present tailored lending proposals and discussion documents to both prospective and existing clients, leading financial assessments and credit communications.
- Engage regularly with internal and external stakeholders to fulfill credit-related requests associated with underwriting and loan documentation.
- Ensure a superior client experience, fostering long-term relationships and acting as a trusted advisor.
- Assist in drafting discussion papers, coordinating terms, and closing deals with stakeholders.
- Collaborate with clients to create financial models and analytical tools for evaluating capital and financing structures.
- Conduct ongoing monitoring and management of assigned portfolio accounts, ensuring annual reviews are completed and potential issues are identified.
- Deliver precise and comprehensive financial analysis and risk assessments for new and existing clients.
- Draft initial credit evaluations, collaborate with the credit team to finalize formal credit applications, and ensure risk-taking aligns with CWB Maxium's lending standards.
- Coordinate with external advisors and law firms for structuring deals and legal documentation of complex transactions.
- Assist clients with financing renewals, negotiate new loan and credit terms, and support the adjudication process.
- Build trust through transparent, honest communication, fulfilling commitments, and maintaining ethical behavior.
- Uphold professionalism, dignity, and respect towards all stakeholders, fostering an environment conducive to excellence.
- Exhibit strong interpersonal skills for effective collaboration in a diverse workplace.
- Take responsibility for actions and outcomes, making decisions based on sound business judgment and market insight.
- Encourage cooperation and commitment within the CWB Group to achieve shared objectives and exemplify CWB Maxium's core values.
- Bachelor's or Master's degree in finance, accounting, business administration, economics, or commerce.
- Professional designation (MBA/CPA/CFA) is required.
- 5-7 years of experience in financial services within commercial or corporate banking.
- Experience in structuring cash flow/leveraged lending or with private debt funds is advantageous.
- Proven track record in closing large, complex corporate transactions with leading law firms is a plus.
- Experience in credit adjudication, with strong capabilities in financial statement analysis and risk mitigation strategies for complex corporate cash flow/leveraged lending transactions.
Your success is our priority, supported by our award-winning culture and benefits.
Recognized by Great Place to Work as one of Canada's top 50 Best Workplaces.
Wellness Initiatives- Hybrid work environments
- Flexible work arrangements
- Comprehensive company-funded health coverage
- Health care spending account
- A flexible wellness program
- Generous time-off policies to recharge and recover
- Organization-wide coaching services
- Mentorship programs
- Support for education and training initiatives
We value diversity and inclusion. At CWB Financial Group, we are committed to fostering a safe and inclusive environment where a diverse workforce can thrive. We encourage you to bring your authentic self to work. If you require accommodation during any part of the recruitment process, please reach out.
About UsCWB Financial Group is a diversified financial services organization providing specialized services in business and personal banking, equipment financing and leasing, trust, and wealth management across Canada. With a workforce of over 2,500 employees in various locations, we are dedicated to helping our clients manage their finances, grow their businesses, and achieve their financial goals.
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