Account Specialist, Real Estate - Surrey, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Surrey, Canada

2 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 holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

It's a new world, and we're learning to embrace it People are changing the way they work and connect, so we're changing too.

Join a team that lets you impact the future, grow to your fullest potential, be your authentic self, and connect with clients and colleagues in meaningful ways.

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.

And we do it together - united, as one
CWB.

We are firmly committed to the responsible creation of value for all our partners and our approach to sustainability will support our continued success.

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.

And we are building momentum.

Role Specifications

Location:
Surrey, BC - Benchmark Business Centre Office

Hybrid in office requirements

The Opportunity

Our Real Estate team includes a diverse group of business banking professionals who strive every single day to achieve strong results for the bank and their clients.

Our team of designated real estate lenders knows the value of relationship building and brings that flawless combination of stellar stewardship, client support and financial expertise to the table.

No day is ever the same in Real Estate Lending.

Whether it's providing proactive client solutions, stellar service support, consultation sessions or financial advice, we're there every step of the way for our clients to ensure they reach their personal and business dreams.

It's this top service that we are known for.

What your day will look like:
Credit underwriting. Risk management. Creative problem solving. Learning. Collaboration & partnership.

Skills that will take you further:

Financially savvy. You are experienced in the analysis of financial statements and detailed evaluation of the loan prospects. You will prepare credit submissions (new loan requests, renewals, annual reviews, amendments and credit memos) for new and existing clients to support the achievement of branch financial objectives through effective and timely credit underwriting, while balancing risk and reward to
CWB's risk appetite.
Client focused. You have the right tools implement stewardship strategies and provide advice to exceed client expectations while maintaining positive relationships. You will be expected to deliver outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with
CWB's brand promise.
A strategic planner. You've heard it your whole life, but you're a planner and a great one at that. Your innate eye for details and strategy allows you effectively multitask and meet deadlines.
A great support. You are a trusted teammate and love to work collaboratively. You see the value in working together and have achieved many professional wins because of this mentality.
Think big and beyond. Although you pride yourself in being detail oriented and can see well into the weeds of problems, it is your knack for strategy and solutions that sets you apart from your peers. You will support the development of creative, competitive client solutions, maximizing internal partnerships and specialists where appropriate.
Technologically & operationally proficient. You are adept at learning new software that you will use on a day-to-day basis and have a keen eye for improving and perfecting processes.

Foundational knowledge and experience to grow from:

A Business Administration or related diploma would prove beneficial, especially when complimented by 2 years' experience in business banking, commercial or real estate lending, including construction lending or related experience.

If your education includes Urban Land Economics or post secondary Real Estate Appraisal courses - it will set you apart.

At a minimum, you must experience with financial statement analysis and und