Senior Portfolio Manager

1 week ago


Red Deer, Alberta, Canada CWB Financial Group Full time

About the Role

We are seeking a talented Senior Portfolio Manager to join our team at CWB Financial Group. In this role, you will be responsible for providing credit structuring, risk management, and client-facing support for a portfolio of diversified clients.

The ideal candidate will have approximately 2 years of hands-on experience in banking or business lending, including direct commercial credit underwriting. You will be comfortable with financial statement analysis and possess a proven understanding of Moody's Financial Analyst.

Key Responsibilities

  • Credit Underwriting: As a credit underwriter, you will partner with sales teams to support timely credit underwriting for new and existing borrowing clients.
  • Risk Management: You will apply your risk management skills to ensure appropriate measures are put in place and risk assessment protocols and structures are implemented.
  • Client Experience: Acts as the key point of contact for daily interactions with clients for daily operations, account administration, & inquiries.

What We Offer

  • A competitive salary of $65,000 - $80,000 per year, depending on experience.
  • Hybrid work environments and everyday flexibility.
  • Generous company-funded health coverage, health care spending account, flexible wellness program, and generous time-away options.
  • A comprehensive education support & training program.

Why Join Us?

CWB Financial Group is committed to creating an inclusive and supportive work environment. Our employee-represented groups provide opportunities for community building and career development.



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