Portfolio analyst Jobs in Edmonton ab

At , 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 : Preferred Location Grande Prairie - Relocation assistance available

Alternate Locations : Edmonton and / or Calgary

The opportunity

Commercial Portfolio Management >

10MM - Mid Market

Provides credit structuring, credit underwriting, risk management, and client facing support for a complex and diversified client portfolio with average loan volumes primarily greater than $10MM. This role performs credit underwriting, monitoring and adjudication on a diversified commercial banking book in the Mid-Market commercial banking space. The role holder will have full understanding of the organization's credit policies and existing credit arrangements and is still developing knowledge of specifics related to unique credit arrangements. The role has day to day contact with clients and partners relationship managers & acts as a mentor / leader to specialist team.

Areas of focus

Credit underwriting. Risk management. Client experience.

Credit underwriting.  As an experienced and strong commercial credit underwriter, you will partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and day-to-day client relationships for Mid Market commercial clients. Directly working with the sales team to develop creative, and ambitious, full-service client solutions, while maximizing internal partnerships and specialists where appropriate.

Risk management.  Use knowledge of credit policies & arrangements to apply risk mitigation 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. Exercises good judgement & decisive actions when meeting the needs of clients.

Client experience.  Connects with clients daily & provides critical retention touch points for high value clients, actively determining needs & referring clients to other business partners across CWB Financial Group.

Play-to-win leadership.  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. Champion collaboration & an 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. Deliver results.

Core know-how & experience requirements

A Bachelor’s Degree in commerce, finance, or accounting fields (or equivalent experience) with demonstrated & proven abilities (approx. 6 years experience) within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries with directly leadership & coaching experience.

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.

• 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

We commit to our employees’ development and help them reach their professional goals with :

Organization wide coaching services

Mentorship

Education support & training programs

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.

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As an equitable employer, CWB Financial Group is committed to providing a safe and 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 during any part of the recruitment or selection process, please reach out.

Closing Date :

09 / 10 / 2024