Analyst, Real Estate Accounts

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

With over a century of combined expertise in commercial real estate, our market expertise & local advice resonates with clients - who see us as a partner, not just a lender. No matter the initiative, our team assesses projects through the same lens as our clients - based on its strength, ability to grow their business & by what’s happening in the local market. Roll up your sleeves and get to work - on-site, off-site, over the phone - help business owners build in our communities.

The primary focus of the Analyst, Real Estate is to assist the Real Estate Lending team by preparing credit applications, actively participate in credit structuring, risk management and client facing support, assist with branch reporting and provide general assistance in the management of the existing corporate real estate portfolios. This individual contributor role will partner with relationship managers (inclusive of Manager, Senior Manager or AVP, Real Estate Lending), supporting them with the analysis and development of general economic overviews, industry profiles and the evaluation of past and present fiscal viability of loan prospects.

Areas of focus

• Support branch financial objectives through effective credit underwriting while managing risk in alignment with CWB’s strategy.

• Collaborate with relationship managers to offer comprehensive financial solutions, aiming to become clients’ primary financial partner.

• Foster internal referrals and partnerships to enhance client service and maximize business opportunities.

• Deliver exceptional client experiences and uphold CWB’s brand promise through continuous improvement initiatives.

• Aid relationship managers in devising innovative client solutions, leveraging internal expertise and partnerships.

• Assist in managing real estate loan portfolios, including underwriting, analysis, and loan management.

• Ensure operational efficiency, data integrity, and compliance adherence while fostering a positive work environment aligned with CWB’s cultural values.

• Responsible for managing credit risk on a portfolio of commercial real estate loans, which includes writing annual reviews, regular risk monitoring (often monthly and/or quarterly), obtaining reporting from customers as needed, and making recommendations to ensure the loan portfolio stays within CWB’s risk appetite.

• Day to day first point of contact for client service.

• This is an individual contributor role that works with supervision close by and within well established procedures and/or practices; however some judgement is required to achieve the end result.

• Requirement to maintain an appropriate level of independence from sales functions, with need for facilitation and conflict management skills.

• Workload can be subject to seasonal peaks and must be proactively managed to meet targets/deadlines.

• Minimize operational losses and report all potential losses > $5,000 within 5 business days after month end

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® in 2024 as one of Canada’s top 50 Best Workplaces & member of Waterstone Human Capital’s Most Admired Corporate CulturesTM 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.

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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.

* Position closes at 12:01am on the close date identified below.