Document & Funding Specialist, Equipment Financing

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

Everyday flexibility. Hybrid work environments. Collaborative connections.

Note: The external title has been changed to align with industry standards. The internal job title will be: “Collateral Securities Specialist”

CWB Equipment Financing

CWB Equipment Financing is Canada's largest and longest-standing equipment financing company - helping business customers secure equipment with our full range of financing & leasing services in construction, forestry, oilfield services & transportation from coast to coast.

The opportunity

Knowledge resource. Documentation preparation. Record management. Security maintenance.

This role provides critical knowledge and support in the preparation, registration and maintenance of collateral securities in servicing CWB’s equipment financing loan portfolio. As a Collateral Securities Specialist, you will work to support leaders drive a high level of quality and standards, risk management, and strong data integrity.

What you’ll be doing

Client Experience

• Deliver exceptional client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise.

Internal Service Commitments

• Provide equipment financing collateral securities support to an assigned branch network portfolio, leaders & client relationship managers through a continuous collaborative approach with the business and corporate departments. Corresponding with all partners, both verbally and in writing, regarding all loan processing, including inquiries.
• Prepare and maintain documentation related to applicable equipment financing loans and funding, ensuring accurate and timely completion
• Ensure Service Level Agreement (SLA) targets and quality benchmarks for credit support are being met
• Establish a collaborative and client-centric relationship with the credit support department and the equipment financing network while balancing the efficiencies and governance of a standardized structure.
• Ensures understanding on closing requirements with equipment financing teams, customers and attorneys as needed while ensuring that all closings occur within scheduled target dates.

Process Compliance & Optimization

• Contribute to the implementation, maintenance and improvement of processes which lead to consistent and predictable daily credit support outcomes across the equipment financing teams.
• Ensure contributions to equipment financing collateral securities align with the Bank’s policy & guidelines to ensure equipment financing partners are able to continue to deliver exceptional customer service.
• Accountability as the team member for the execution of work procedures, policies and methods to ensure compliance with Canadian Western Bank’s legal, regulatory business policies and procedures.
• Actively engage in the targeted benefit realization from credit processing standardization
• Demonstrates high degree of effort to achieve accuracy and consistency at all times.
• Participates in projects that primarily impact functional area or specific department, adhering to standard project governance practices and operating within approved budget.
• Perform due diligence as it relates to credit support activities, procedures and documentation for compliance with regulatory bodies.

Who we’re looking for & what you’ve done

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 capability toc diffuse complicated 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 geographically diverse group of partners in a non-client facing environment
• Process efficiency with an optimization focus to continuously enhance and improve day-to-day operations
• The ability to organize and prioritize while maintaining data integrity is a must

Knowledge to grow from

• Minimum of 3 years credit support experience with solid understanding of collateral securities
• Knowledge of commercial lending policies, procedures, regulations, documentation, compliance issues, collateral securities and audit requirements
• Technologically proficient in Banking Systems, Loan Origination Systems, Microsoft Office Suite, and Adobe Forms

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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IND-JA

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.