Commercial Real Estate - Portfolio Coordinator position at CIBC.| United States Of America

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CIBC Commercial Real Estate - Portfolio Coordinator

Experience: 5-years

Pattern: full-time

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Associate

Chicago, IL....United States Of America

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 Real Estate team, you will be an integral 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 Portfolio Coordinator, you will be accountable to perform after sales service support to 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 the 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 – the Project Coordinator 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. Implementation & Transitioning – Coordinate new and existing client transitions and implementations, acting as the crucial point of contact, to ensure a proper transition from the other financial institution by working directly with clients to gather relevant information to execute the onboarding request. Provide clients with the required documentation/agreements to be executed to implement the requested cash management solution. Follow up and maintain communication throughout the transition with all partners to ensure that clients’ cash management solutions need are delivered in a timely and seamless manner. Operational Support – Interpret, validate and obtain the required information to complete the necessary implementation forms for internal and external client requests. Ensure all mandatory documentation such as Product Legal Agreements, and signed Payment Product Settlement Limit documentation (with supporting evidence of credit existence) are received prior to proceeding with the transition. Regularly update knowledge of internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments to respond to client needs promptly and suitably. Business Development – Identify, through the analysis process and client dealings, other potential sales and/or service improvement opportunities and refer potential sales to appropriate client relationship/cash manager sales managers. Recognize business risk elements of situations being handled, involving the appropriate supervisors or business partners as early as possible. Contribute to the business unit’s goal of continuous improvement by identifying areas to enhance the client experience or resolve challenges. Who you are You have demonstrated 3-5 years Banking work experience, preferably in both loan and deposit areas Education: Bachelor’s degree desired You have demonstrated experience using Metavante and ACBS Loan Origination Systems desired, not required You have demonstrated strong oral and written communication skills You have demonstrated the ability to simultaneously handle multiple requests/transactions and being comfortable with fast pace work environment You have developed knowledge. CIBC cash management products and services offerings, including the processes and procedures necessary to implement products and services required to transition clients to CIBC effectively. Knowledge of banking procedures and the organizational structure of partners who help support the effective delivery of cash management solutions (i.e., the branch network, data centers, currency operations, central treasury, cash control and centralized back-office units across Canada). You have strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint, as well as the ability to quickly learn proprietary software applications supporting the origination and cash management sales process. You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do. You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life. You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way. Values matter to you. You bring your real self to work, and you live our values – trust, teamwork, and accountability. At CIBC, we offer a competitive total rewards package. This role has an expected salary range of $80,000 - $95,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members. California residents — your privacy rights regarding your actual or prospective employment #LI-TA What CIBC Offers At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. *Subject to plan and program terms and conditions What you need to know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit . We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us. Job Location IL-120 S LaSalle St, 11th Fl Employment Type Regular Weekly Hours 40 Skills Active Listening, Client Service, Customer Experience (CX), Internal Controls, Interpersonal Communication, Operational Efficiency, Service Improvement, Work Collaboratively

Commercial Real Estate - Portfolio Coordinator job opportunity at CIBC.

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