Commercial Real Estate - Portfolio Coordinator

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you’ll be doing

As a member of the Commercial banking team, you will be an integral component of Business Banking and part of a team of specialized professionals who create value for business clients by understanding their transaction and cash management needs with a view to architecting and delivering integrated cash flow and treasury management solutions. As the Client Solutions Specialist, you will be accountable to perform after sales service support to Business Banking customers, both internal and external, understanding the client needs and taking responsibility for the execution of cash management solution requests. You will provide relevant recommendations when appropriate while acting as a key interface to internal partners to facilitate cash management solution onboarding that proactively meets clients’ needs.

Key Responsibilities:

• Supporting Relationship Managers by providing support on loan and deposit portfolios (i.e. reviewing/approving transactions, requesting payoff letters and/or Release Deeds, providing accurate account information, daily decisioning of overdrafts, etc.)

• Responsible for the validation, review and obtaining approval within authority of day-to-day transactions for clients within RMs portfolio (i.e. closing disbursement of funds, loan advances, etc.)

• Responsible for timely and accurate processing of daily client requests (i.e. wires, cashier’s checks, internal transfers, account maintenance changes, etc.)

• Providing a superior level of customer service to clients by facilitating the resolution of complex loan or deposit issues

• Primary resource for RM on tracking and resolution of internally monitored items such as loan and deposit document exceptions, expired insurance, past due loan payments, escrow inquiries, etc.

• Assisting with the initial on-boarding of new clients to Bank including Know Your Customer documentation (RAF. OFAC, SSN/TIN Verification, etc.) for loan closing and new deposit relationship purposes

• Responsible for funding and disbursement information for closing including preparation of Letter of Direction, Disbursement Statement and Authorization and request Standard Flow of Funds template

• Responsible for timely collection, data input and upload of regular financial statement and other required reporting associated with RM portfolios through regular client contact

• Supporting the Line of Business Group through on-going maintenance of account information within the Loan Origination System

• Timely and accurate account opening and closing for new clients at client or RMs request

• Maintain current knowledge of commercial Bank products, pricing, policy and procedures

• Assisting with other special projects as assigned by management

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How you’ll succeed

• Relationship Building – As a project manager the Client Solutions Specialist will lead and manage the transition effort while collaborating with the team identified to support it. The execution process involves coordinating people and resources, as well as managing and tracking the project, while identifying and mitigating potential issues in a timely proactive manner. This job interacts on a regular basis with internal partners including Cash Management Sales, Relationship Managers, the Business Contact Centre, Business Banking product management, CIBC’s vendors, INTRIA, Retail Operations, and the branch network.

• Implementation & Transitioning –