Director of Business Lending and Portfolio Management

5 days ago


Kamloops, British Columbia, Canada CWB Full time
About the Role

We are seeking a seasoned professional to join our Commercial Team as a Director of Business Lending and Portfolio Management. This leadership role provides strategic direction for the account specialist team, with direct oversight of account specialists focusing on business opportunities.

Responsibilities
  • Provide leadership of the Specialist team to support achievement of branch financial objectives for business opportunities under $2MM through effective and timely credit underwriting & approving deals of new & existing clients, while balancing risk and reward in line with CWB's risk appetite.
  • Support the team in identifying full-service solutions for clients & actively referring other CWB lines of business - with the view to be every client's primary financial partner.
  • Participate in developing recommendations for driving deeper business relationships with existing clientele.
  • With the team, optimize overall profitability of relationships based on return guidelines, customer risk profile, total banking relationship, and the business environment.
Key Skills and Qualifications

The ideal candidate will have a Bachelor's Degree in business or related field (equivalent experience accepted) with demonstrated & proven abilities (approx. 7 years' experience) within functions of risk management, banking, business lending, including direct experience leading people and managing teams. Financial designation is preferred but not required. Experience in credit adjudication supported by well-developed skills in financial statement analysis and knowledge of effective risk mitigation strategies for commercial credit underwriting.

About Us

CWB is a bank built for business owners. Our core focus is to become the best full-service bank for business owners in Canada. We deliver a proactive client experience through highly personalized service, specialized expertise, and customized solutions, with an unrivalled sense of urgency that our clients love about us.

What We Offer
  • A competitive salary range of $120,000 - $180,000 per year, depending on experience.
  • A comprehensive benefits package, including hybrid work environments, generous company-funded health coverage, healthcare spending account, flexible wellness program, and generous time-away options to unplug, rest & recover.
  • Ongoing education support & training programs, organization-wide coaching services, and mentorship opportunities.
  • A commitment to diversity, equity, and inclusion, with a safe and inclusive environment where a diverse workforce thrives.

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