Manager, Portfolio Management - Montréal, Canada - Laurentian Bank

Laurentian Bank

Verified Company

Montréal, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Seeing beyond numbers

TM
At Laurentian Bank, we believe we can change banking for the better. Founded in Montreal in 1846, Laurentian Bank helps families, businesses and communities thrive.

Today, we have over 3,000 employees working together as One Team, to provide a broad range of financial services and advice-based solutions for customers across Canada and the United States.

We drive results by placing our customers first, making the better choice, acting courageously, and believing everyone belongs.

This role sits within Laurentian Bank.

The position incumbent will have the mandate to support the sales force in the analysis of the accounts of is line of business, and this, by ensuring the management of the credit risk, the annual review of the files, their renewal and the follow-up with clients and the various external and internal stakeholders of the Bank.

In addition, he will have under his supervision the portfolio managers.

The Manager, Portfolio Management will have more specifically the mandate to manage everything that encompasses the management of the portfolio of its line of business.

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LI-Hybrid

LI-KAB

Responsibilities:

o Supervise the preparation of renewal offers and perform quality assurance.

o Ensure the proper development of operations in his sector and be responsible for prioritizing the assignment of files and tasks to members of his team.

o Manage the employees under his responsibility in accordance with the legislation in force, with the policies, programs, procedures, evaluate their performance and ensure the development of their potential, be responsible for the decisions of recruitment / dismissal and the salary management of the employees.

o Ensure good communication between the various stakeholders involved in the processes under management.

o Maintains good relations with current clients and offers them personalized service.

o Participate in monthly meetings with the credit sector and identify irregular, late and at-risk accounts within its portfolio.

Communicate the information to the directors, business development and determine a strategy and the measures to be taken to remedy the situation and manage the risk appropriately.

o Train, assist and supervise portfolio managers and trainees in the course of their duties.

o Manage special projects within its mandate.

o Identify and optimize business development and cross-selling opportunities.

o Complete reports requested by management.

o Accomplish any other task of the same nature or of a general nature requested by his superior or required within the framework of his functions.

Qualifications:

o University education in an appropriate field and 3 to 5 years of experience in a portfolio manager role or role related field;
o Ability in financial analysis and sharp critical thinking

o Excellent communication skills (written and verbal) and ability to provide feedback and coaching;
o Good management of priorities;
o Ability to communicate with senior leaders;
o Good knowledge of how commercial financing works;
o Rigor and ability to organize work efficiently;
o Have a sense of responsibility;
o Ability to manage stress and tight deadlines;

o Good knowledge of software:
Windows, Outlook, Word, Excel and Power point;

o Bilingualism*:
French and English

- "Qualifications

Professional working proficiency in French and English languages required as position involves frequent written and oral communication on complex matterswith internal and external parties in both languages."

Additional Information:

Equity, Diversity & Inclusion

Accessibility

Accommodations for persons with disabilities are available upon request for job applicants taking part in all aspects of the recruitment process.

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