Manager, Corporate Underwriting

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

Location | Remote

Put your career in overdrive

The overwhelming majority of our employees say CWB is a Great Place to Work®

We’re different from other employers in the way we engage our employees - caring, responsive, and armed with an obsession for growing talent. Our reputation is powered by a people first culture that ensures our employees be and feel heard, promotes inclusivity and diverse viewpoints, and inspires collaboration and innovation.

Our employees love CWB. You’ll love it here too.

Are you ready to make an impact with your financial expertise? As the Manager, Corporate Underwriter in our Equipment Finance Group (EFG), you’ll play a critical role in performing detailed financial analyses and high-level risk assessments for medium-to-large, complex franchised clients. Collaborating closely with the EFG Business Development and Operations & Risk Management teams, you’ll ensure that credit structures and loan management align with CWB’s risk appetite, lending policies, and approval conditions.

In this dynamic role, you’ll act as a trusted advisor to EFG business lines and commercial teams across CWB’s footprint, providing specialized expertise in equipment financing solutions. Reporting to the AVP, Corporate Underwriter, you’ll combine your industrial lending experience, credit structuring acumen, and risk management skills to support business development, client service, and loan structuring initiatives. While there are no direct reports, you’ll serve as a mentor and coach, sharing your knowledge with Junior Credit Analysts and Business Development Managers, as well as CWB commercial teams needing specialist guidance in equipment financing and leasing.

• Collaborate with internal teams and clients to deliver customized equipment financing solutions tailored to complex business needs.

• Participate in client meetings to provide expert guidance on structuring and recommending credit solutions.

• Build strong relationships with franchised clients and internal teams to identify opportunities for cross-selling and portfolio growth.

• Conduct rigorous financial assessments and recommend credit structures aligned with CWB’s risk appetite and lending policies.

• Review and analyze loan applications for medium-to-large and complex clients, ensuring accuracy, compliance, and adherence to CWB’s underwriting standards.

• Proactively manage loan portfolios, maintaining data integrity, exposure limits, and portfolio quality while mitigating risks.

• Work closely with the OneEquipment team and other commercial branches to achieve shared goals and contribute to CWB’s growth strategy.

• Mentor and support junior analysts, sharing expertise to foster a high-performing, knowledge-driven environment.

• Continuously monitor industry trends, ensuring CWB remains competitive in the equipment financing market.

• Extensive experience in financial analysis, credit adjudication, and risk management for complex transactions.

• Strong interpersonal and relationship-building skills, with the ability to influence outcomes and deliver exceptional client experiences.

• Detail-oriented with the ability to manage multiple priorities and adapt to changing circumstances.

• Bachelor’s degree in business, finance, commerce, or a related field, or equivalent experience.

• 5-7 years of experience in financial services, particularly in commercial lending, equipment financing, or credit adjudication.

• Proficiency in business development and needs-based client solutions.

• Entrepreneurial spirit with a strategic mindset and collaborative approach.

• Results-driven with a positive attitude and the ability to thrive in a dynamic environment.

• Committed to ethical practices, integrity, and fostering trust in all professional relationships.

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.

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.