Commercial Portfolio Management Lead

1 month ago

Surrey, British Columbia, Canada CWB Full time
Job Title: Manager, Commercial Portfolio Management

We are seeking a highly skilled and experienced Manager, Commercial Portfolio Management 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 Responsibilities:
  • Credit Underwriting: Partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients.
  • Risk Management: Use knowledge of credit policies and arrangements to apply risk mitigation skills to ensure appropriate measures are put in place and risk assessment protocols and structures are implemented.
  • Client Experience: Connect with clients daily and provide critical retention touch points for high-value clients, actively determining needs and referring clients to other business partners across CWB Financial Group.
  • Play-to-Win Mentorship: Embrace our values, lead with intention and conviction, and establish and sustain a psychologically safe and positive work environment that supports a fun, engaged, and strong diverse workforce.
Requirements:
  • Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience) with demonstrated and proven abilities within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries.
  • Approximately 6 years of experience within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries.
  • Direct leadership and coaching experience.
Why Work with Us?

CWB is a bank built for business owners, and we are committed to providing a safe and inclusive environment where a diverse workforce thrives. We offer an award-winning benefits package, including hybrid work environments, everyday flexibility, generous company-funded health coverage, and a flexible wellness program. We also commit to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, education support, and training programs.

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