Credit Manager, Private Wealth Management Lending
CIBC US
full-time
Posted on:
Location Type: Hybrid
Location: Vancouver • Canada
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About the role
- Accountable for ongoing management and administration of complex credit book in Private Banking
- Analyze and understand client financial information and assess relative strength against credit request
- Prepare credit applications and partner with Wealth Risk Management
- Manage existing complex credit book, focusing on expiries
- Provide credit structuring guidance to Private Banking Advisors
- Support leadership team in preparation of deal summaries on large credit requests
- Active engagement within Private Banking office, ensuring awareness of credit policy
Requirements
- Bachelor's degree from a recognized post-secondary educational provider, preference for business and/or finance
- Solid working knowledge of main credit principles for personal lending, high net worth clientele
- Solid working knowledge of main credit principles for commercial lending
- Knowledge and experience reading/interpreting/analyzing financial statements
- Knowledge of high net worth financial/estate planning concepts
- Strong computer literacy, including proficiency in Microsoft Office suite
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program
- Defined benefit pension plan
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers social recognition program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
credit analysiscredit structuringfinancial statement analysispersonal lending principlescommercial lending principlesfinancial planning concepts
Soft Skills
leadership supportclient engagementcommunication
Certifications
Bachelor's degree