Portfolio Manager - Commercial Real Estate

Location: New York

* Interacting with cross-vertical CRE Deal Team members after a new loan closes to assure optimal client experience.
* Ensuring all customer financial reporting / covenants are collected on time and monitored for assigned transactions.
* Complete analysis and documentation to achieve credit actions (e.g. renewals, waivers, modifications, annual reviews) for assigned portfolio.
* Function as a resource for GPM Team Lead and/or RGPM in preparation for any portfolio review related meetings and actively communicate knowledge of the risk points within the portfolio.
* Recommend appropriate risk ratings for assigned credits in collaboration with GPM and/or RGPM.
* Conduct site visits and work to gain market expertise in locations where the Bank has large exposure or growing exposure.
* Be engaged and informed of pipeline as deals progress through the underwriting and closing process.
* Participate in industry events to keep current market knowledge and foster client relationships.
* Escalate potential asset quality outside of risk appetite or any noteworthy risk profile trends to RGPM and/or GPM.
* Serve as client contact/resource/advocate at the Bank for portfolio-related issues/reporting/maintenance or new requests on existing credits as well as renewal activities with existing clients, ensuring the Deal Team(s) remain informed of all activities.
* Remain active and engaged in periodic client calls and visits as appropriate and agreed to by any combination of the RGPM, GPM, ML and CM.
* Provide proper materials and submissions as need to support the HPA in response to regulators and auditors - internal and external.
* Ensure that the policy, procedure, and reference material which govern loan originations and closings are appropriately followed.
* Support the RGPM, HAM, GPMs & HPA by supplying any required data for Credit Reviews or FRB/FDIC/OSFI during exams (e.g. reviews of specific credits).
* ** Client engagement –
** Meet with clients to understand their priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment, and wealth protection to help clients meet their goals.
* ** Relationship building
- ** Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and collaborate with others to ensure clients are connected to the right people and opportunities.
* ** Leveraging technology
- ** Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, enabling them to better manage their banking needs.
* ** Strategic Minded** – You’ll build and execute on communication strategies in support of key business initiatives that impact team members, partners and CIBC clients.
* ** Relationship Management** – You’ll create trusted advisor relationships.
* ** You put our clients first.
** You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
* ** You're driven to succeed.
** You’re motivated by accomplishing your goals and delivering your best to make an impact.
* ** You embrace and champion change.
** You’re flexible and can pivot easily. You'll continuously evolve your thinking and the way you work in order to deliver your best.
* ** Your influence makes an impact.
** You know that relationships and networks are essential to success. You lean in on executive guidance, and you inspire outcomes by making yourself heard.
* ** Values matter to you.
** You bring your real self to work and you live our values – trust, teamwork and accountability.
* ** You have a degree/diploma
** in accounting, finance, or a related field. Minimum of 8 years of experience in Commercial Real Estate Portfolio Management within Commercial Banking.
* ** You are a strong communicator**. Expert interpersonal, communication (oral and written) and problem-solving skills, including effective engagement with all levels of the organization, including senior management, board of directors and regulators. Proven leadership and management experience, with a track record of successfully leading…