Director, Portfolio Management – Asset Based Lending
RBC
full-time
Posted on:
Location Type: Office
Location: Calgary • 🇨🇦 Canada
Visit company websiteJob Level
Lead
About the role
- Manage all aspects of an assigned ABL portfolio including: Maintaining responsibility for credit renewals, amendments, annual reviews, portfolio reviews and credit documentation.
- Ensuring all documentation is reviewed, confirmed, accurate and enforceable
- Establishing client calling routines as required & proactively coordinating other client credit needs
- Proactively managing accounts by analyzing financial & collateral reports to ensure negative trends are identified early & measures taken to ensure RBC’s exposure is adequately protected
- Overseeing and monitoring loan advances and collateral reporting to ensure that Clients are in compliance of reporting and financial covenants
- Proactively identifying issues and opportunities to deliver advice and credit solutions tailored to meet client needs that are paired with appropriate recommendations to Risk Management and other internal stakeholders
- Documenting management plans and exit/liquidation strategies for accounts when required
- Retaining and negotiating profitable renewals with existing clients
Requirements
- Bachelors degree with a focus in business, accounting, economics, mathematics or other quantitative field
- 3+ years of experience in client facing roles in a commercial, corporate banking or ABL environment
- Strong verbal communication and negotiation skills
- Excellent written communication skills
- Ability to work effectively within a team environment
- Self-starter that is able to work independently and effectively prioritize various transactions and demands from partners internally and externally
- Demonstrated financial/business acumen and experience in conducting financial/risk analysis to assess and structure banking solutions
Benefits
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
credit renewalsfinancial analysisrisk analysisportfolio managementcredit documentationcollateral reportingfinancial covenantsnegotiationclient managementbanking solutions
Soft skills
verbal communicationwritten communicationteamworkself-starterindependenceprioritizationclient-facingproblem-solvingadvisory skillsrelationship management
Certifications
Bachelor's degree