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 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.

CWB Financial Group (CWB) is on a mission to become the best full-service bank for business owners in Canada.

Role Specifications

Everyday Flexibility \xe2\x96\xaa Flexible Work Arrangements \xe2\x96\xaa Hybrid Work Environments with Onsite Requirements

Hours of work 6:30 AM MT to 3:00 PM MT

The opportunity

The Senior Syndications Specialist is part of the syndications group in our Credit Support national team within the Credit Support department. The role is responsible for servicing and maintaining Canadian Western Bank\xe2\x80\x99s syndicated loan portfolio, and will work collaboratively with the Manager, Syndicate Lending to drive a high level of quality and standards, risk management, and strong data integrity. This individual will contribute to syndicate specific projects to ensure the team continues to provide the standardized, optimized support to achieve our goal to be the best full-service bank for business owners in Canada.

Specific Accountabilities

Customer Support

Responsible for delivering a \xe2\x80\x9cbest in class\xe2\x80\x9d customer experience

Provide direct credit support to syndicated relationship managers and leaders as required

Correspond with branches and corporate groups regarding syndicate lending processes both verbally and in writing to ensure needs are being met

Establish a collaborative and client-centric relationship with the credit support department and branch network while balancing the efficiencies and governance of a standardized structure

Communicate closing requirements with branch lending teams, and lead agents to ensure all closings occur within scheduled target dates

Escalate issues, and participate and contribute to policy or process discussions as required

Accountable for the following processes specific to CWB\xe2\x80\x99s $3B syndicate lending portfolio:

Review and interpret credit approvals to ensure appropriate product creation by the lending team

Create and book loans from WAVE to T24

Prepare, process, and authorize all loan advances, renewals, and loan maintenance transactions

Process commitment, standby, and letter of credit fees

Prepare, sign, and submit all outgoing wires

Review and reconcile all incoming wires

Process all watch and impaired loan transactions as instructed

Balance suspense accounts on a daily basis

Prepare and submit all daily/weekly/monthly reporting

Prepare, send, and maintain all incoming wire detail forms to lead agents

Prepare and send bank confirmations

Review and submit the correction of data issues within the lending system to ensure data integrity across the organization

Complete information requests from lead agents, lenders, and corporate office departments as required

Process Improvement & Efficiencies

Contribute and provide indirect leadership into the design, development, implementation and maintenance of consistent syndicated credit processing and support for the branch network, through a continuous collaborative approach with the business and corporate departments

Execution of work procedures, policies and methods to ensure compliance with Canadian Western Bank\xe2\x80\x99s legal, regulatory business policies and procedures

Contribute and support the progress of continuous improvement of all processes specific to the syndicate lending portfolio

Contribute to the implementation and maintenance of processes which lead to consistent and predictable daily credit support outcomes across the syndicated network

Actively work to ensure standardized syndicated lending processes are followed and data integrity is consistently achieved, monitored and maintained

Due diligence as it relates to lending activities, procedures and documentation for compliance with regulatory bodies

Ensure Service Level Agreement (SLA) targets and quality benchmarks are being met through monitoring and reporting

Support the Manager, Syndicate Lending in the success of syndicate lending impacted projects

Governance and Risk

Contribute to the progress of targeted benefit realization from syndicated credit processing standardization

Process and authorize the daily operations and administrative functions of the $3B syndicated portfolio to ensure compliance with all internal controls

Participate and/or manage projects that primarily impact the syndicated portfolio while adhering to standard project governance practices and operating within approved budget

Contribute to the implementation of appropriate risk management practices within the syndications team

People

Ensure smooth daily operations and maintenance of the syndication\'s workflow

Inspire trust by being open, honest and direct in communication, meeting commitments and behaving ethically by adhering to the CWB Conduct Policy

Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel

Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment

Accept responsibility and accountability for actions and results, and make decisions guided by common sense and sound business judgement

Prepare and regularly review annual goals and career development plan with leader

Actively participate in monthly team meetings which communicate team progress, challenges, and department goals and objectives

Promote cooperation and commitment within the CWB Group towards the attainment of common goals enabling productive group interactions

Continual learning and development of personal goals to remain current, and support career development and growth aspirations

Skills and competencies that will take you further

Strong knowledge of risk assessment, commercial banking, and syndicated credit processes

Strong verbal and written communication skills and the ability to interact professionally with a diverse group of stakeholders \xe2\x80\x93managers, and subject matter experts

Customer focused with strong working knowledge of commercial lending policies, procedures, regulations, documentation, compliance issues, collateral securities and audit requirements

Strong technology aptitude with the ability to lead a geographically diverse team

Demonstrated ability to drive 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, proactive, and self-motivated team player

Demonstrated ability to engage in and drive multiple initiatives simultaneously, meet deadlines, and reprioritize as needed

Foundational knowledge and experience to grow from

Education

Diploma in Business Administration including financial accounting and financial statement analysis course

Professional Experience

Minimum 5 years commercial credit and support experience

Experience with syndicated lending administration considered an asset

Strong knowledge of complex loan administration, collateral securities and credit processes

Strong knowledge of the Banking System, Loan Origination Systems, Microsoft Office Suite, and Adobe Forms

Go further with CWB. Apply today.

Why work with us?

Winners of Canada\xe2\x80\x99s Most Admired Corporate Culture 2021 &

Recognized as one of 50 Best Workplaces in Canada by Great Place to Work\xc2\xae 2023

& Best Workplaces for Mental Wellness in Canada 2021

Values driven people first benefits

At CWB, we know your life, downtime, family, adventure, recovery, and future are an important part of you. They\xe2\x80\x99re important to CWB too. That\xe2\x80\x99s why our benefits take care of your whole life, family included.

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 a community within the CWB family in our employee represented groups. Career development. We invest in our employees\xe2\x80\x99 development to help them reach their professional goals with organization wide Coaching services. Strategic career design is an investment in our core asset \xe2\x80\x93 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 \xe2\x80\x9cin the moment\xe2\x80\x9d 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 incentives. Retirement investment strategy. You can\xe2\x80\x99t work forever! So, we\xe2\x80\x99ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner! Find your \xe2\x80\x9cwhy\xe2\x80\x9d at .

Be proud of where you work. Join CWB. Apply today.

#LI-JA1

As 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. 07/7/2023

Canadian Western Bank