Specialist, Commercial Portfolio Management - Nanaimo, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Nanaimo, 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.

Specialist, Commercial Portfolio Management

Roles Specifications

Everyday flexibility. Hybrid work environments. Onsite requirements. Collaborative connections._

CWB is a bank built for business owners.

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.

The opportunity

The Specialist, Commercial Portfolio Management provides credit structuring, credit underwriting, risk management, and client facing support for a portfolio of diversified clients with average loan volumes under $2MM, within a specified geographic market.

This individual contributor role partners with the sales & support teams to deliver effective solutions to our clients by supporting them with the analysis and development of general economic overviews, industry profiles, the evaluation of past and present fiscal viability of loan prospects & represents the day-to-day contact for clients.

Areas of focus

Credit underwriting. Risk management. Client experience._
Credit Underwriting. As a credit underwriter, you will partner with sales teams to support through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and daytoday client relationships for medium to large commercial clients. Directly supporting the sales team to develop creative, competitive, fullservice client solutions, using internal partnerships and specialists where appropriate.
Client experience. Acts as the key point of contact for daily interactions with clients for daily operations, account administration, & inquires as well as effective & consistent support to the deal team, ensuring the delivery of an exceptional client experience.

Core know-how & experience requirements

A Business Administration or related diploma (or equivalent experience) and have 2ish years' hands-on experience in banking, or business lending - inclusive of direct commercial credit underwriting.

You are comfortable with financial statement analysis and possess a proven understanding of Moody's Financial Analyst.

Your hard work ethic, commitment to collaboration, growth mindset & drive are the main attributes to your success and it's your competitive advantage to rise above that makes you stand out amongst your peers.

You are highly organized, technically proficient, and have a strong desire to carry new learning forward and build a career in financial services.

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, 100% 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