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Senior Manager, Portfolio Management, Commercial Finance Group

1 month ago

Toronto, Ontario, Canada Equitable Bank Full time

About the Role

The Senior Manager, Portfolio Management, Commercial Finance Group will be responsible for providing support, guidance, and ongoing training to an assigned group of CFG Account Managers, identifying their specific needs, and devising plans to ensure all staff are adequately trained.

Key responsibilities include:

  • Providing support, guidance, and ongoing training to an assigned group of CFG Account Managers
  • Assisting with the management, oversight, and project monitoring of conventional commercial and construction loans
  • Reviewing, approving, or recommending commercial credit facilities, ensuring the request falls within the Company's lending and regulatory requirements and is in compliance with the Company's delegated authority limits
  • Developing and maintaining strong working relationships with CFG colleagues and broker partners to provide optimal service to clients
  • Developing, implementing, and maintaining production and service metrics to measure and support best-in-class turnaround times on completion of portfolio underwriting/renewals and sub-advances, with the goal of exceeding customer service, accountability, and transparency targets
  • Promoting organic growth within the business by allocating resources appropriately to target 40% retention of allocated CFG maturities
  • Ongoing, timely completion of construction portfolio reporting to identify risks associated with ongoing projects and proactively develop strategies to mitigate said risk
  • Reviewing and approving regular, ongoing sub-advance requests as delegated by the Prudent Person Policy
  • Ensuring projects remain on schedule and on budget, and working closely with lending partners to address cost overruns
  • Providing support regarding the management and resolution of challenged commercial facilities
  • Working with lending partners and internal stakeholders to process post-closing amendments as required
  • Providing overflow support by taking on underwriting assignments, such as renewals, annual reviews, etc.

Requirements

To be successful in this role, you will need:

  • Post-secondary education (diploma/degree) in business or finance
  • A minimum of 5 years of progressively senior experience in commercial real estate lending, with a specific focus on construction lending
  • Management experience is an asset, with a proven ability to inspire a team to work toward a set of goals and objectives
  • Strong knowledge of the process of a construction project, from Zoning and Site Plan Approval requirements to Substantial Completion and Stabilization
  • Ability to identify risks that may arise at various stages of a construction project, while leveraging experience to develop mitigating factors
  • Highly developed verbal and written communication skills, with the ability to communicate to Senior Management and Partners in a clear, concise, and professional manner
  • Sound technical knowledge of commercial lending, financial statement analysis, and factors affecting the Canadian commercial lending environment
  • Working knowledge of AML/ATF regulations and Corporate/Legal documentation for commercial real estate in multiple jurisdictions across Canada
  • Detail-oriented individual with a high level of integrity
  • Demonstrated service excellence with their field
  • Proven ability to thrive in a constantly changing environment and to perform well in a high volume, high intensity environment
  • Effective analytical and problem-solving skills
  • Strong organizational and time management skills
  • Ability to handle multiple competing priorities
  • Proficient in MS Office

What We Offer

Equitable Bank offers a competitive discretionary bonus, market-leading RRSP match program, medical, dental, vision, life, and disability benefits, employee share purchase plan, maternity/parental top-up, generous vacation policy, personal days, and virtual events to connect with colleagues.