Forecast Lending Specialist

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

Preferred Location : Edmonton, AB

Alternate location : Canada

Note : The external title has been changed to align with industry standards. The internal job title will be : Loan Monitoring Specialist

CWB Bank

Put a new 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 Forecast Lending Specialist is responsible for loan monitoring, margining and servicing Canadian Western Bank's loan portfolio.

Work with the Manager, Loan Monitoring to drive a high level of quality and standards, risk management, and strong data integrity.

What you’ll be doing

Credit knowledge. Passionate collaborator. Financial savvy. Team builder. Trusted partner.

• Support and foster continuous improvement measures for all Credit Support processes specific to loan administration, maintenance and funding
• Support various areas of responsibility such as : Standardization of margin cardsOngoing monitoring and testing of loan covenants and loan margining requirementsGeneration of Early Warning Signals (EWS) and financial covenant reportsOngoing borrowing base analysis, portfolio reporting, and monitoring data for defined fraud indicatorsContinuous operational improvements are made at Business-As-Usual (BAU)
• Authorize the funding for loan, draws, fees and payout statements.
• Establish a reciprocal and client-centric relationship with the credit support department and branch network while balancing the efficiencies and governance of a standardized structure.
• Correspond with branches both verbally and in writing regarding centralized loan processing and branch inquiries
• Ensure smooth daily operations and maintenance of consistent centralized service workflow.
• Ensure standardized loan administration processes are followed, and data integrity is consistently achieved, monitored and maintained.

Who we’re looking for & what you’ve done

Core Knowledge

• Diploma in Business Administration or equivalent work experience
• Minimum of 5 years commercial credit experience.
• Ability to read and analyze financial statements and documents.

Personal Competencies

• Solid knowledge of risk assessment, business banking and credit processes including financial and cash flow analysis
• Able to multi-task in a fast-paced high volume environment.
• Knowledge of commercial lending, loan administration and credit processes.
• Experience in loan administration, collateral securities, credit processes, and complex commercial loans.
• Comprehension of commercial lending policies, procedures, regulations, documentation, compliance issues, collateral securities and audit requirements.
• Solid understanding of the Banking System, Loan Origination Systems, Microsoft Office Suite, and Adobe Forms.
• Lifelong learner. The ongoing, voluntary, and self-motivated pursuit of knowledge. You seek out challenges, opportunities, feedback and are comfortable failing & failing forward, growing stronger with every experience to build successful momentum.

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 2024 as one of Canada’s top 50 Best Workplaces & member of Waterstone Human Capital’s Most Admired Corporate CulturesTM Hall of Fame.

• 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 :

Position closes at 12 : 01am on the close date identified below.

09 / 9 / 2024