Portfolio Management Specialist

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

Roles Specifications

Location : Kitchener, Ontario

Put a new spin on your banking career

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions.

And we do all this with an unrivalled sense of urgency that our clients love about us.

The opportunity

The Specialist, Commercial Portfolio Management provides credit structuring, credit underwriting, risk management, and client facing support for a portfolio of diversified clients with average loan volumes under $2MM, within a specified geographic market.

This individual contributor role partners with the sales & support teams to deliver effective solutions to our clients by supporting them with the analysis and development of general economic overviews, industry profiles, the evaluation of past and present fiscal viability of loan prospects & represents the day-to-day contact for clients.

Areas of focus / What you'll be doing

Credit underwriting. Risk management. Client experience.

Credit Underwriting. As a credit underwriter, you will partner with sales teams to support through effective and timely credit underwriting for new and existing borrowing clients.

You will manage risks and day-to-day client relationships for medium to large commercial clients. Directly supporting the sales team to develop creative, competitive, full-service client solutions, using internal partnerships and specialists where appropriate.

Risk management. You will apply your risk management skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB's risk appetite.

Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses.

Client experience. Acts as the key point of contact for daily interactions with clients for daily operations, account administration, & inquires as well as effective & consistent support to the deal team, ensuring the delivery of an exceptional client experience.

Successful incumbent

A Business Administration or related diploma (or equivalent experience) and have 2ish years' hands-on experience in banking, or business lending - inclusive of direct commercial credit underwriting.

You are comfortable with financial statement analysis and possess a proven understanding of Moody's Financial Analyst. Your hard work ethic, commitment to collaboration, growth mindset & drive are the main attributes to your success and it's your competitive advantage to rise above that makes you stand out amongst your peers.

You are highly organized, technically proficient, and have a strong desire to carry new learning forward and build a career in financial services.

Put a new spin on your career.

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Book an appointment with a career advisor today.

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 Waterston 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.

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.

11 / 14 / 2024