Senior Manager, Portfolio Management

Overview   Area(s) of interest:  Advisory services, Commercial banking
Location(s):  Edmonton
As Senior Manager, Portfolio Management within the Commercial Banking team you will be responsible for leading a team of underwriting professionals that will focus on both growth and risk objectives. Working closely with Commercial Account Managers and Underwriters, you will have a direct and positive impact on your team members, colleagues, clients and the Bank’s growth objectives thanks to your deep knowledge of, and experience with, commercial lending.
The Senior Manager, Portfolio Management will be a player/coach leader focused on sharing knowledge, uplifting abilities and harnessing excellence from the underwriting team, and have a solutions-oriented mindset in the midst of change.

Your Job

Lead a team of underwriters, provide coaching, direct feedback, and upskilling for employees ensuring exceptional client experiences in every interaction.

Support the Commercial Banking team in managing, and growing, an existing portfolio of commercial lending relationships in the Edmonton Downtown District, by completing assessment of existing and potential clients to determine alignment with the Bank's product offering, financing structures and risk appetite.

Work with team members on initial transaction analysis and deal structuring, ensuring support and oversight is provided prior to submission to Credit Risk Management.

Uphold and manage the team's credit abilities, ensuring they meet the highest standards of financial analysis, credit structuring and risk identification & mitigation, while ensuring that internal policies are adhered to.

Occasionally author credit applications for the most complex transactions.

Provide assistance to the underwriting team with the presentation of their credit applications and challenge team members to think beyond the surface to develop financing scenarios that meet both client needs and the Bank's risk criteria.

Manage and monitor the loan portfolio to ensure alignment with the Bank’s established parameters.

Work with adjacent teams to ensure required conditions are met prior to funding, ensuring a positive working relationship is maintained at all times.

Your Team
Within the Commercial and Private Banking 1859 sector, you are part of a team of professionals supporting commercial clients. You are surrounded by an ecosystem of experts to help you offer the best possible solutions to customers.

Reporting to the Senior Director, Portfolio Management, the position is based in Edmonton, AB and based out of the Edmonton Main Banking Centre.

Our learning-by-doing training programs enable you to master your job. Access to colleagues with different expertise, experience, and profiles will enrich your development in every way.

Basic Requirements

Bachelor’s degree in accounting, business, economics, finance or a related field

Professional designation(s) and/or an advanced degree is considered a strong asset

7+ years of related commercial banking experience

Experience building, developing and leading a team of credit underwriting professionals, ranging in abilities from entry level to mid-professional

Exceptional commercial credit analysis skills, and the ability to creatively solve problems

Clear, succinct and persuasive credit writing capabilities

An entrepreneurial mindset with the ability to blend strong technical knowledge with sound business judgement

Excellent interpersonal and communication skills with an ability to effectively collaborate with partners at all levels

Skills
Critical Thinking, Diversity & Inclusion, Emotional Intelligence, Innovation, Management, Risk Management, Stress Management, Business Alignment, Data-Driven Decision-Making, Decision Making, Learning Agility, Mobilization, Partner Development, Resiliency, Strategic Vision, Strategy Execution

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.

* Health and wellness program, including many options

* Employee Share Ownership Plan

* Employee and Family Assistance Program

* Preferential banking services

* Opportunities to…