Canadian Western Bank
Job title:
Real Estate Business Coordinator
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 holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up – as individuals and as a team – to accomplish our strategy.
Role Specifications
Location: Greater Vancouver Real Estate (Surrey)
1 Year Term
CWB Financial Group (CWB) is on a mission to become the best full-service bank for business owners in Canada.
Everyday flexibility. Flexible work arrangements. Hybrid work environments.
It’s a new world, and we are learning to embrace it. Work and life have been connected in new & different ways – for our clients & their businesses too. So, at CWB we’ve been changing the way we work. In fact, we’re still changing. We’re still learning.
Canadian Western Bank (CWB) is the only full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners. Our teams take a relationship-based approach to deliver a uniquely proactive client experience through highly personalized service, specialized expertise, customized solutions, and faster response times. We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services. And we do it together – united, as oneCWB. We are firmly committed to the responsible creation of value for all our stakeholders and our approach to sustainability will support our continued success.
Our highly engaged teams operate within a client-centric, collaborative and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities. And we are building momentum.
The opportunity
Canadian Western Bank (CWB) Financial Group is seeking a Business Coordinator for our Real Estate team to provide and lead crucial sales support and operational services. The role is accountable to ensure customer service excellence through proactive and execution of administrative tasks and processes required to facilitate effective sales, loan management, underwriting, adjudication, and regulatory compliance and credit support functions.
What a typical day includes
Supporting achievement of team objectives through effective and efficient completion of business line administrative tasks
Ensuring completion of all funding conditions, coordinating with clients and colleagues, including AML/KYC and pre-sale requirements.
Working collaboratively to ensure speed and accuracy in the delivery of all client services and communications
Fostering strong working relationships to help deliver beneficial services in line with CWB’s brand promise
Exercising discretion and respect the confidentiality of all customer and vendor transactions
Organizing, prioritizing and managing requests sourced from Real Estate sales teams, including set-ups of client profiles on applicable CWB systems
Assist with effective communication and coordination of documentation and funding processes
Utilizing our queue management system to support accurate completion of lending requests, documentation requests, loan fundings, payouts, etc. in consultation with lenders
Reviewing and preparing Loan Commitment Letters, Amendment Letters, and Renewal Letters in support of the Lending Team
Communicating with external consultants, solicitors, syndicated partners regarding funding requirements and reporting covenants
Acting as the primary client contact for: general inquiries, funding conditions, loan support, ensure appropriate information and documentation is obtained to ensure timely funding of loan commitments.
Preparing, distributing, and completing various business management and performance reports (out of order report, credit decision report and credit review date report) while ensuring appropriate follow-up actions are implemented to address customer concerns and identified issues
Foundational knowledge to grow from
Experience with basic financial knowledge, coupled with a Business Administration diploma. Financial services or banking experience is preferred. Experience with basic financial statement analysis would be beneficial.
Skills that will take you further
Technology savvy. Ability to learn and understand in-house software programs is key to your success on top of your outstanding knowledge & application of MS Office products. Experience with banking and loan origination systems is considered an asset.
Process driven & procedure oriented. Capability to achieve an in-depth understanding of CWB processes and policy required for effective loan maintenance, funding and risk management.
Professionalism. Live CWB values in a manner consistent with our brand. Build integrity, respect & trust in all relationships while demonstrating a calm confidence in all situations.
Tight-knit collaboration skills with ability to provide effective support for the business units
Excellent verbal, written, communication, interpersonal, and organizational skills.
General knowledge of collateral security and documentation requirements.
Take your career further with CWB. Apply today.
Why work with us?
Your success is our obsession! And our benefits back it up.
Wellness matters. We offer an award-winning benefits package that includes everyday flexibility, a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a robust wellness program & generous time-away options to unplug, rest & recover. 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. 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. Strategic career design is an investment in our core asset – our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for “in the moment” and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can’t work forever! So, we’ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner.
Find your at
Be proud of where you work. Join CWB. Apply today.
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As 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. 01/22/2024
Expected salary
Location
Surrey, BC
Job date
Wed, 10 Jan 2024 02:43:50 GMT
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