Manager, Cash Flow and Leveraged Lending, Maxium

Job title:

Manager, Cash Flow and Leveraged Lending, Maxium

Company

Canadian Western Bank

Job description

At , 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 intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doManager, Cash Flow and Leveraged Lending, MaxiumRoles SpecificationsLocation | Richmond Hill Office, ONCWB Maxium FinancialTrusted partners. Experienced lenders.CWB Maxium offers creative financing solutions to businesses across Canada. that responds directly to the specific needs of each customer. As part of CWB Financial Group, we have robust funding capabilities and access to capital, allowing us to help more customers in more ways. We have earned a reputation for innovative lending solutions coupled with an unparalleled ability to build long-term relationships. Today, our financial portfolio exceeds $2 billion. We are active, present, and engaged in the markets we finance including healthcare, condo, and strata, (repair and maintenance), leveraged lending, commercial/corporate and structured program financing.The opportunityThe Manager of Cashflow and Leveraged Lending will manage a portfolio of mid-market clients in CWB Maxium’s Diversified industry, typically those with EBITDA of $3+ million and financial needs of $10+ million. Responsibilities include supporting the Managing Director in client servicing, transaction closing, portfolio monitoring, financial analysis, modeling, and credit writing. The Manager will also be involved in pitches for new financing opportunities and work to grow Maxium’s portfolio share. This role reports directly to the Chief Operating Officer and requires a self-motivated, well-organized candidate with strong skills in risk assessment, financial analysis, and portfolio management.Areas of focusClient Support and Service·Prepare and deliver customized lending proposals and discussion papers to prospective and existing clients, leading financial analysis and credit correspondence.·Consult regularly with internal (e.g., Managing Director, Credit Risk Management) and external stakeholders (clients, advisors, large law firms) to complete credit-related requests related to underwriting and loan documentation.·Ensure a high-quality client experience, build long-term relationships, and act as a trusted advisor.·Assist in preparing discussion papers, coordinating/negotiating terms, and deal closing with stakeholders.·Collaborate with clients to develop financial models and analytical tools to evaluate capital and financing structures.·Perform ongoing monitoring and management of assigned portfolio accounts, ensuring the completion of annual reviews and identifying potential issues.Financial Analysis·Provide accurate and detailed financial analysis and risk assessment of new and existing customers.·Write initial credit assessments, work with the credit team to finalize formal credit applications, and ensure risk-taking aligns with CWB Maxium’s lending practices.·Coordinate with third-party advisors and law firms for deal structuring and legal documentation of complex transactions.·Work with clients on finance renewals, negotiating new loan and credit terms, and assist with the adjudication process.Relationship Management·Inspire trust through open, honest, and direct communication, meeting commitments, and behaving ethically.·Treat all stakeholders with professionalism, dignity, and respect, supporting an environment where people can excel.·Demonstrate strong interpersonal skills for effective collaboration in a diverse working environment.·Accept responsibility and accountability for actions and results, making decisions guided by sound business judgment and market knowledge.·Promote cooperation and commitment within the CWB Group to achieve common goals and act as a model for CWB Maxium’s Core Values.Who we’re looking for & what you’ve doneEducationUndergraduate or Graduate degree in finance, accounting, business administration, economics, or commerce.Professional or post-graduate designation (MBA/CPA/CFA) is required.Professional Experience5-7 years of financial services experience within commercial or corporate banking.Experience in structuring cashflow/leveraged lending or with private debt funds is an asset.Experience in closing large, complex corporate transactions with leading law firms is an asset.Experience in credit adjudication, with strong skills in financial statement analysis and risk mitigation strategies for complex corporate cashflow/leveraged lending transactions.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.#LI-JL1IND-JLAs an equitable employer, CWB Financial Group is committed to providing a safe and 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 during any part of the recruitment or selection process, please reach out.Closing Date:

• Position closes at 12:01am on the close date identified below. 08/15/2024

Expected salary

Location

Richmond Hill, ON

Job date

Sat, 03 Aug 2024 02:48:29 GMT

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