Associate, Program Finance - Richmond Hill, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Richmond Hill, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At

CWB
, 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

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- 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

Successful incumbent- 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

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.

Wellness matters_.

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
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
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.

LI-JL1

IND-ON

As an equitable employer,
CWB Financial Group is committed to providing a safe and
- inclusive environment

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

accommodation

during any part of the recruitment or selection process, please reach out.

Closing Date: