The role involves reviewing and approving securities-based lending applications for high-net-worth self-employed and private wealth clients while ensuring sound underwriting decisions
Job Summary
The role involves reviewing and approving securities-based lending applications for high-net-worth self-employed and private wealth clients while ensuring sound underwriting decisions.
Candidates must demonstrate strong financial analysis skills to assess credit, cash flow, and collateral information within established risk guidelines.
CIBC offers a competitive total rewards package including medical, dental, vision, life insurance, disability plans, and a 401(k) retirement program.
Matching Summary
The role involves reviewing and approving securities-based lending applications for high-net-worth self-employed and private wealth clients while ensuring sound underwriting decisions.
Salary
Base: $85,000 - $125,000; Bonus/Equity: Eligible for incentive compensation plan with discretionary bonus component; Benefits: Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, Paid Time Off, 401(k)
Skills & Requirements
Must-have
5-10 years manual underwriting experience
3 years private banking or credit experience
Cash flow modeling expertise
Securities-based lending knowledge
Commercial business tax return analysis
Nice-to-have
Strong written communication skills
Collaborative stakeholder engagement
Market awareness and compliance focus
Community involvement participation
Key Requirements
Bachelor's degree in finance or equivalent experience
5-10 years of manual underwriting adjudication experience
3 years of private banking or asset management experience
Proficiency with Broadridge and SuperNova systems
Legal eligibility to work in the United States
Work Rights
Must be legally eligible to work in the specified location