- 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
- Identify and mitigate financial risks in existing and proposed programs through structured finance to maintain expected losses at nil
- Increase awareness of CWB Group's business offerings to enhance account penetration and drive corporate sales revenues.
- Coordinate with clients to ensure timely receipt of necessary ad-hoc information for annual reviews
- Assist in preparing customer Discussion Papers, new Credit Applications, and Interim and Annual customer credit reviews for presentation to appropriate credit authority levels
- Prepare various monthly and quarterly Program Customer reports as required
- Assist in the implementation and ongoing use of new software systems used to track fundings at the individual loan level
- Coordinate with the Audit Manager and Compliance Manager to ensure client findings are aligned
- Bachelor's Degree in commerce, finance, accounting or a related field of study
- Minimum of 3 years of experience in financial services, preferably within commercial lending or financial analysis functions
- Strong analytical skills with a proven ability to assess risk and make informed recommendations
- Strong business development focus, with a keen eye for identifying growth opportunities
- Exceptional negotiation, influencing, and collaboration skills to work effectively with different teams
- Proficiency in computer systems and business modeling tools
- 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
- Organization wide coaching services
- Mentorship
- Education support & training programs
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Associate, Program Finance - Richmond Hill, Canada - CWB Financial Group
Description
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:
Associate, Program Finance
Location: Toronto, ON| Richmond Hill, ON| Vancouver, BC | Edmonton, AB | Calgary, AB | Winnipeg, MB
CWB Maxium Financial
Trusted partners. Experienced lenders.
CWB Maxium offers creative financing solutions to businesses across Canada. that responds directly to the specific needs of each customer. As part of CWB Financial Group , we have robust funding capabilities and access to capital, allowing us to help more customers in more ways. We have earned a reputation for innovative lending solutions coupled with an unparalleled ability to build long-term relationships. Today, our financial portfolio exceeds $2 billion. We are active, present, and engaged in the markets we finance including healthcare, condo, and strata, (repair and maintenance), renewable energy, golf, commercial/corporate and structured program financing.
The opportunity
Are you a finance professional looking for an exceptional opportunity in the field? Look no further CWB is seeking an Associate, Program Finance.
You will play a crucial role in supporting our Program Finance Account Managers in various aspects of their work. You will have the opportunity to work on highly structured transactions and gain well-rounded expertise in program management.
What you'll be doing
Successful incumbent
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:
We commit to our employees' development and help them reach their professional goals with:
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.
#LI-JL1
IND-ON
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.
05/28/2024