Manager, Commercial Portfolio Management

  • North Vancouver
  • Cwb
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
Location | Vancouver, BC

CWB is a bank built for business owners

Put a new spin on your banking career

Our core focus is to become the best full-service bank for business owners in Canada. How do we do this? By delivering a proactive client experience through highly personalized service, specialized expertise, and customized solutions. And we do all this with an unrivalled sense of urgency that our clients love about us.

The Opportunity

The Manager, Commercial Portfolio Management provides credit structuring, credit underwriting, risk management, and client facing support for a complex and diversified client portfolio with average loan volumes primarily greater than $10MM. This role performs credit underwriting, monitoring and adjudication on a diversified commercial banking book in the Mid-Market commercial banking space. The successful candidate will have a full understanding of the organization's credit policies and existing credit arrangements and is still developing knowledge of specifics related to unique credit arrangements. The role has day to day contact with clients and partners relationship managers & acts as a mentor/leader to specialist team.

What you'll be doing
  • Credit underwriting. As an expert credit underwriter, you will partner with sales teams to support the branch through effective and timely credit underwriting for new and existing borrowing clients. You will manage risks and day-to-day client relationships for Mid Market commercial clients. Directly working with the sales team to develop creative, and ambitious, full-service client solutions, while maximising internal partnerships and specialists where appropriate.
  • Risk management. Use knowledge of credit policies & arrangements to apply risk mitigation skills to ensure appropriate measures are put into place and risk assessment protocols and structures are implemented, while balancing risk and reward in line with CWB's risk appetite. Proactively manage risk with prudent lending recommendations, including appropriate & consistent monitoring & due diligence, minimizing operational losses. Exercises good judgement & decisive actions when meeting the needs of clients.
  • Client experience. Connects with clients daily & provides critical retention touch points for high value clients, actively determining needs & referring clients to other business partners across CWB Financial Group.
  • Play-to-win mentorship. Embrace our values. Lead with intention & conviction. Establish & sustain a psychologically safe & positive work environment that supports a fun, engaged, and strong diverse workforce. Champion change. Champion collaboration & an united CWB approach. Coach fearlessly. Intentionally feed forward . Strengthen our learning culture with a growth mindset. Grow from failures. Deliver results.
Successful incumbent

A Bachelor's Degree in commerce, finance, or accounting fields (or equivalent experience) with demonstrated & proven abilities (approx. 6 years experience) within functions of risk management, banking, business lending, including significant direct experience with commercial credit underwriting across a broad range of industries with directly leadership & coaching experience

Why work with us?

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 Culture ™ 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-BS1

IND-BS

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:

* Position closes at 12:01am on the close date identified below.
10/7/2024