Private Banking Msl Team - Business Effectiveness Coordinator

CIBC Capital Markets

Chicago, IL, United States
Base: $70,000 - $80,000; bonus/equity: may be elig...
On-site
Securities based lending support
High net worth client service
Loan documentation processing
Actively lead and support various projects while collaborating closely with Private Bankers to deliver exceptional service to High Net Worth and Ultra High Net Worth clients within our Marketable Secured Lending space

Job Summary

  • Actively lead and support various projects while collaborating closely with Private Bankers to deliver exceptional service to High Net Worth and Ultra High Net Worth clients within our Marketable Secured Lending space.
  • Serve as a key liaison among clients, Bankers, Wealth Advisors, and internal Operations teams to ensure that all Securities Based Product requests are processed accurately and efficiently.
  • You will have the flexibility to manage your work activities within a hybrid work arrangement where you’ll spend 3-4 days per week on-site, while other days will be remote.

Matching Summary

Actively lead and support various projects while collaborating closely with Private Bankers to deliver exceptional service to High Net Worth and Ultra High Net Worth clients within our Marketable Secured Lending space.

Salary

Base: $70,000 - $80,000; Bonus/Equity: May be eligible for incentive compensation plan and discretionary bonus; Benefits: Medical, Dental, Vision, HSA, Life Insurance, Disability, PTO, Holidays, 401(k)

Skills & Requirements

Must-have

  • Securities Based Lending support
  • High Net Worth client service
  • Loan documentation processing
  • Client file management
  • Money movement oversight
  • Billing review and accuracy
  • Risk assessment and mitigation

Nice-to-have

  • Relationship building with partners
  • Community outreach involvement
  • Adapt to evolving enhancements

Key Requirements

  • 5+ years of wealth-high net worth lending experience
  • Degree/diploma in finance or related field
  • Experience with industry tools like Supernova, FastNet, FIS/IBS
  • Strong understanding of federal and state lending regulations
  • Legal eligibility to work in the United States

Work Rights

Not specified

Tailored Resume

Cover Letter