Sr Document And Funding Specialist

Edmonton, AB, Canada

Job Description


At , 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doRoles Specifications
Location: Edmonton, AB
Everyday flexibility. On-site requirements. Collaborative connections.Note: The external title has been changed to align with industry standards. The internal job title will be: \xe2\x80\x9cSr Collateral Securities Specialist, Comm/RE.\xe2\x80\x9dCWB BankCWB is a bank built for business ownersOur 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 opportunityKnowledge resource. Coaching. Documentation preparation. Record management. Security oversight.This critical role acts as a key knowledge resource and is an invaluable support in the preparation, registration, and maintenance of collateral securities and in servicing CWB\xe2\x80\x99s loan portfolio. As the Sr. Documents and Funding Specialist, you will work reciprocally with the leaders to help drive a high level of quality and standards, risk management, strong data integrity, high quality coaching to both onsite and remote teams. You will provide peer-to-peer mentorship and coaching for specialists in the collateral space.What you\xe2\x80\x99ll be doingClient Experience

  • Lead delivery of exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB\xe2\x80\x99s brand promise.
Internal Service Deliverables
  • Provide support for the branch network, through continuous collaborative approach with the business and corporate departments.
  • Provide support to branch managers and client relationship managers while corresponding with branches.
  • Ensure Service Level Agreement (SLA) targets and quality benchmarks for credit support are being met
  • Provides direct loan collateral securities support to branch managers and customer relationship managers, as required. Correspond with branches, both verbally and in writing, regarding loan processing and branch inquiries.
  • Ensures understanding on closing requirements with branch lending teams, customers and attorneys as needed and ensures that all closings occur within scheduled target dates.
Process Compliance & Optimization
  • Ensure contributions to collateral securities comply with the Bank\xe2\x80\x99s policies and procedures to ensure the branch network are able to continue to deliver a high level of customer service.
  • Accountability as the team member for the execution of work procedures, policies and methods to ensure compliance with Canadian Western Bank\xe2\x80\x99s legal, regulatory business policies and procedures.
  • Contribute to the progress of targeted benefit realization from credit processing standardization
  • Actively works to ensure standardized collateral securities processes are followed and data integrity is consistently achieved, monitored and maintained.
  • Participates in projects that primarily impact functional area or specific department, adhering to standard project governance practices and operating within approved budget.
  • Due diligence as it relates to credit support activities, procedures and documentation for compliance with regulatory bodies.
  • Provide quality control and double check documents produced by the Collaterals Securities Team for accuracy and completion
  • Contribute to the implementation and maintenance of processes which lead to consistent and predictable daily credit support outcomes across the branch network.
  • Contribute to the progress of continuous improvement of all Credit Support processes specific to the preparation, registration, and maintenance of collateral securities.
Who we\xe2\x80\x99re looking for & what you\xe2\x80\x99ve doneFoundational knowledge and experience to grow from
  • Minimum of 5 years credit support experience with strong knowledge of collateral securities
  • Knowledge of commercial lending, loan administration and credit processes.
  • Experience in risk assessments, business banking and credit processes, including loan administration, collateral securities and credit processes including more complex commercial loans.
  • Strong working knowledge of commercial lending policies, procedures, regulations, documentation, compliance issues, collateral securities and audit requirements.
  • Strong knowledge of the Banking System, Loan Origination Systems, Microsoft Office Suite, and Adobe Forms.
Capabilities that will take you further
  • Customer focused, with proven ability to engage in and drive multiple initiatives simultaneously in a fast paced, high volume, work environment.
  • Identify efficiencies and continuous improvement in processes aligned with corporate culture.
  • Creative problem solving and conflict resolution skills, with the ability to diffuse challenging situations and find common ground.
  • Respectful, dedicated, and self-motivated teammate with experience in peer-to-peer coaching and mentorship.
  • Strong verbal and written communication skills and the ability to interact expertly with a diverse group of partners in a non-client facing environment
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\xc2\xae in 2023 as one of Canada\xe2\x80\x99s top 50 Best Workplaces & recipient of Waterston Human Capital\xe2\x80\x99s Most Admired Corporate Culture 2023.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\xe2\x80\x99 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-JA1IND-JAAs an equitable employer, CWB Financial Group is committed to providing a safe and 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 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. 04/3/2024

Canadian Western Bank

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Job Detail

  • Job Id
    JD2281253
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Edmonton, AB, Canada
  • Education
    Not mentioned