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Lead Portfolio Manager

2 months ago

Langley, Canada CWB Full time
At CWB , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:
  • Putting people first and building relationships with intention
  • Seeking out and embracing new ideas
  • Believing that how we do things is as important as what we do
Role Specifications
Langley, BC - Langley Banking Centre
The opportunity
Strategic & Operational Leadership of Commercial Teams' Portfolio Management
This leadership role provides strategic and operational direction for the entire specialist team, with direct oversight of specialists focusing on larger business opportunities (>2MM), and indirect leadership of the specialist team focusing on a deal size up to $2MM.
  • Supports a specified geographic market, which may include more than one physical location.
  • Adjudicates loans within discretionary limits and is responsible for ensuring the credit portfolio remains within CWB's credit risk appetite and minimizes overall operational risk to the organization.
Successful Incumbent
This crucial role requires a fully experienced, qualified credit professional, capable of independent activity, ability to influence branch and support departments leaders, and leadership of a team. They will implement credit policies, conduct credit reviews, and ensure that the approval procedures, standards of credit control and portfolio maintenance conform to regulations & controls.
Areas of focus
Performance leadership & influence.
Leader, educator, player, role model, and coach.
Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and strong diverse workforce. Champion change. Be thoughtful & intentional. Recognize, reward & engage your team. Lead collaboration & a united CWB approach. Coach fearlessly. Intentionally feed forward. Strengthen our learning culture with a growth mindset. Invest in people first talent management through acquisition, development, engagement & retention initiatives. Grow from failures. Empower. Ignite a winning aspiration. Deliver results. Play with heart. Roll up your sleeves & get to work.
Deal flow. Business growth. Credit risk management. Client experience.
Effectively manage deal administration in achieving financial targets
  • Accept overall accountability for specialist teams within assigned locations & associated portfolio management.
  • Provide leadership of the credit writing team to support achievement of assigned financial objectives through effective and credit underwriting for new & existing clients, while balancing risk and reward in line with CWB's risk appetite & emphasizing operational improvement & consistent workflows
  • Acts as a conduit to & resource for centralized Credit Rick Management, regional leadership & partners across CWB
  • Elevate cross team collaboration effectiveness & engagement, providing effective leadership & coaching to assigned teams on target focus areas of credit adjudication, underwriting & administration of loan portfolios.
  • 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.
Managing credit activities within enterprise risk appetite
  • Support the appropriate balance between growth and profitability in consideration of CWB goals and risk appetite.
  • Maintain an appropriate level of neutrality between sales and credit functions, with need for proven facilitation and resolutions skills
  • Act as a credit subject matter expert, including relevant industry and market trends and the associated credit structuring.
  • Manage credit activities to ensure prudent lending with proactive risk management, inclusive of timely monitoring, due diligence, and recommendation. Ensure required reports and financial data are received and analyzed promptly in accordance with loan commitments & assist with management of negative trending accounts. Certify all products and services are sold in adherence to regulations, minimizing operational risk
  • Lead team execution, deployment, and adherence to all policies and procedures, in consultation with leaders to maintain satisfactory internal audit reports and to meet all compliance objectives
  • Drive efficient and effective operations with strong data integrity
Core know-how & experience requirements
A Bachelor's Degree in business or related field (or equivalent experience) with proven abilities (approx. 12 years' experience) within functions of risk management, banking, business lending, including direct experience leading people and managing teams. Financial designation or graduate level studies are 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. Extensive & proven leadership competence.
Why work with us?
Your success is our obsession And our award-winning culture & benefits back it up.
Proudly recognized by Great Place to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterstone Human Capital's Most Admired Corporate Culture 2023.
Wellness matters . We offer an award-winning benefits package that includes:
  • Hybrid work environments
  • Everyday flexibility
  • Generous company-funded health coverage
  • Health care spending account
  • A flexible wellness program
  • generous time-away options to unplug, rest & recover
Career development. We commit to our employees' development and help them reach their professional goals with:
  • Organization wide coaching services
  • Mentorship
  • Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.
IND-BC
As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.
Closing Date:
Position closes at 12:01am on the close date identified below.
10/7/2024