- Deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB's brand promise.
- Provide collateral securities support to an assigned branch network portfolio, leaders & client relationship managers through a continuous collaborative approach with the business and corporate departments. Corresponding with all partners, both verbally and in writing, regarding all loan processing, including inquiries.
- Ensure Service Level Agreement (SLA) targets and quality benchmarks for credit support are being met
- Establish a collaborative and client-centric relationship with the credit support department ad branch network while balancing the efficiencies and governance of a standardized structure.
- Ensures understanding on closing requirements with branch lending teams, customers and attorneys as needed while ensuring that all closings occur within scheduled target dates.
- Contribute to the implementation, maintenance and improvement of processes which lead to consistent and predictable daily credit support outcomes across the branch network.
- Ensure contributions to collateral securities align with the Bank's policy & guidelines to ensure branch partners are able to continue to deliver exceptional customer service.
- Accountability as the team member for the execution of work procedures, policies and methods to ensure compliance with Canadian Western Bank's legal, regulatory business policies and procedures.
- Actively engage in the targeted benefit realization from credit processing standardization
- Demonstrates high degree of effort to achieve accuracy and consistency at all times.
- Participates in projects that primarily impact functional area or specific department, adhering to standard project governance practices and operating within approved budget.
- Perform de diligence as it relates to credit support activities, procedures and documentation for compliance with regulatory bodies.
- Minimum of 3 years credit support experience with solid understanding of collateral securities
- Knowledge of commercial lending policies, procedures, regulations, documentation, compliance issues, collateral securities and audit requirements
- Technologically proficient in Banking Systems, Loan Origination Systems, Microsoft Office Suite, and Adobe Forms.
- Customer focused, with proven ability to engage in and drive multiple initiatives simultaneously in a fast paced, high volume, work environment.
- Identify efficiencies and continuous improvement in processes aligned with corporate culture.
- Creative problem solving and conflict resolution skills, with the capability toc diffuse complicated situations and find common ground.
- Respectful, dedicated, and self-motivated teammate with experience in peer-to-peer coaching and mentorship.
- Strong verbal and written communication skills and the ability to interact expertly with a geographically diverse group of partners in a non-client facing environment
- Process efficiency with an optimization focus to continuously enhance and improve day-to-day operations
- Position closes at 12:01am on the close date identified below. 05/8/2024
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Document & Funding Specialist - Edmonton, AB, Canada - Canadian Western Bank
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:
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: Edmonton, AB
On-site requirements. Everyday flexibility.
Note: The external title has been changed to align with industry standards. The internal job title will be: "Collateral Securities Specialist"
Put a new spin on your banking career
Canadian Western Bank (CWB) is the only full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a relationship-based approach to deliver a uniquely proactive client experience through highly personalized service, specialized expertise, customized solutions, and faster response times. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.
Our highly engaged teams operate within a client-centric, collaborative, and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities, united as one.
Inclusion has power.
Bring you. All of you. Single parent. Ally. Rock climber. Indigenous community member. Film buff. Amputee. Nature photographer. Climate change activist.
The opportunity
Knowledge resource. Documentation preparation. Record management. Security maintenance.
This role provides critical knowledge and support in the preparation, registration and maintenance of collateral securities in servicing CWB's loan portfolio with a focus on our Equipment Financing Group (EFG). As a Collateral Securities Specialist, you will work to support leaders drive a high level of quality and standards, risk management, and strong data integrity.
Day-to-day activities
Client experience. Collaboration. Service delivery. Process specialist
Client Experience
Why work with us?
Your success is our obsession And our benefits back it up.
Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, company-funded health coverage, health care spending account, a flexible wellness program & generous time-away options to unplug, rest & recover. 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. 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. Strategic career design is an investment in our core asset – our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for "in the moment" and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can't work forever So, we've got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner.
Find your at
#LI-JA1
IND-JA
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:
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