waterloo on portfolio manager Jobs – 94 Openings This Week

Commercial Account Manager
WFCU Credit Union —Kitchener-Waterloo, ON
- $90,000–$140,000 a year
- Full-time
- Finance
- Analysis skills
- Presentation skills
- Wellness program
- Designated paid holidays
Quick apply
Project Manager
Samuel, Son & Co. —Waterloo, ON
- $86,640–$119,130 a year
- Full-time
- Microsoft Word
- AutoCAD
- Microsoft Excel
Quick apply
10d
Project Analyst
Reliance Home Comfort —Cambridge, ON
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Azure
Quick apply
Financial Planner - Guelph
TD Bank —Guelph, ON
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Financial Planner - Cambridge
TD Bank —Cambridge, ON
- $60,000–$70,000 a year
- Full-time
- Sales
- Business development
- Bachelor's
- Paid time off
Territory Sales Consultant (TSC)
Stephenson's Rental Services —Cambridge, ON
- From $40,000 a year
- Full-time
- Sales
- Customer service
- Microsoft Office
- Dental care
- Paid time off
Quick apply
Investment Advisor
Royal Bank of Canada —Waterloo, ON
- Full-time
- Sales
- Business
- Marketing
Underwriting Performance Manager
Groupe d'assurance South Western —Canada
- $110,000–$130,000 a year
- Remote
- Bilingual
- Management
- English
- Wellness program
- Disability insurance
Quick apply
ServiceNow Account Executive
Compugen Inc —Canada
- $80,000–$195,000 a year
- Hybrid work
- Sales
- Communication skills
Bilingual Project Coordinator
Compugen Inc —Canada
- $25–$28 an hour
- Hybrid work
- Bilingual
- English
- Project management
Inside Account Manager
Compugen Inc —Canada
- $50,000–$70,000 a year
- Hybrid work
- CRM software
- Sales
- Microsoft Office
2d
Area Sales Manager - Calgary
Bidadoo Inc —Canada
- $80,000–$100,000 a year
- Full-time
- Remote
- Sales
- Presentation skills
- Computer skills
Quick apply
District Manager - Retail (Southern and Central ON)
JRoss Retail Recruiters —Ontario
- $80,000–$90,000 a year
- Full-time
- Hospitality
- Sales
- Presentation skills
- Mileage reimbursement
- Dental care
Quick apply
1d
Key Account Manager, Nuclear
ATS Automation Tooling Systems Inc. —Cambridge, ON
- $100,000–$137,500 a year
- Sales
- Engineering
- Master's degree
- Employee stock purchase plan
- Dental care
14h
Collections Specialist
Gowling WLG —Kitchener, ON
- $50,000–$60,000 a year
- Full-time
- Hybrid work
- Bilingual
- Microsoft Word
- Microsoft Excel
- Disability insurance
- Dental care
Quick apply
9h
Senior Portfolio Officer
Metrolinx —Canada
- $93,798 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
13h

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Commercial Account Manager

WFCU Credit Union -
Kitchener-Waterloo, ON

Quick apply

Job details

Permanent | Full-time
$90,000–$140,000 a year

Qualifications

Post-secondary education
Finance
Analysis skills
Presentation skills
Financial services
Construction
Business
Communication skills

Full job description

With our continued growth, an exciting career opportunity is currently available at WFCU Credit Union for an experienced:

COMMERCIAL ACCOUNT MANAGER

As a Commercial Account Manager, you are responsible for managing an assigned commercial portfolio and to assist with the overall growth of personal as well as commercial members with a specific focus in real estate lending (term and construction) and ideally some experience in greenhouse financing.

Position Type: Vacant Position

Salary Range: $90,000 - 140,000

In summary, the Commercial Account Manager will:

Grow our business and actively develop and manage the commercial portfolio (real estate secured term and construction loans including greenhouses).
Assist, develop and implement business development initiatives to increase revenues.
Address member needs and concerns in a timely manner to develop and maintain strong relationships.

As the successful candidate, you will be responsible for:

Managing an assigned commercial portfolio consisting of commercial mortgages, loans, lines of credit, letters of credit, construction, land, and demand loans to meet borrowing needs.
Making sound recommendations within lending policies and procedures.
Develop new business by contacting prospects and members and networking in community activities outside of normal business hours.
Ongoing relationship building with existing members and prospects.
Preparing proposals as well as credit applications for review and approval.
Ensuring the assigned credit union’s loan portfolio earns a maximum return while taking the least amount of risk.
Monitoring assigned loan portfolios, delinquencies, and overdrafts.

The "must-have" skills and qualifications that we're looking for include the following:

Strong sales acumen with proven results.
A commitment to professional service, networking, relationship building and retention.
Post-secondary education in a business and/or finance related field.
Minimum three to five years of commercial lending experience in the financial services industry with a focus on real estate lending and ideally some greenhouse financing.
Knowledge of commercial lending in various industries and sectors.
Collaborate with other internal departments, mainly Credit Risk to deliver solutions.
Strong financial statements analysis, review of 3rd party documents including but not limited to Appraisal, Building Condition, Phase I and II Environmental and Project Monitor Reports, leases etc.
Strong communication, people, problem solving interpersonal and analytical skills.
Self motivated and results oriented.
Flexibility for occasional travel.

These additional skills are also considered assets:

Excellent organizational and presentation skills
Strong attention to detail.

If you feel you're a great fit, let us know why!

We appreciate the interest of all applicants; however, only those candidates selected for an interview will be contacted. Please send applications and portfolios to the attention of:

Emily Wigfield

Talent Acquisition Specialist - WFCU Credit Union

3000 Marentette Avenue, Windsor, Ontario N8X 4G2

[email protected]

WFCU Credit Union will accommodate the needs of candidates with disabilities through our recruitment process as we are made aware of these requests. The accommodation will be based on the individual needs of the job candidate.

Working at WFCU Credit Union

For the seventh consecutive year, WFCU Credit Union has been certified as a Great Place to Work®, as well as repeatedly been named one of the Best Workplaces in Canada™. Joining WFCU means you will be part of a team committed to providing members with a high level of service, while also supporting the communities we serve to be the best places to live and work.

As an employee of WFCU, you'll have the opportunity to work in a positive, goal-driven, and professional environment. Our award-winning HR philosophy to "hire the best, treat them well, and see them stay" is a point of pride and a key factor in our employees' success and WFCU’s success.

We seek the best and brightest professionals and provide them with ample opportunity for advancement. Our industry-leading compensation package includes comprehensive benefits and training programs, plus a fantastic wellness program with several distinctive perks. A few highlights include:

An annual monetary benefit equivalent to a percentage of an employee’s salary intended to enhance physical and mental well-being. This can be used towards a vacation package, spa services, gaming equipment, and more!
Discounts on WFCU’s financial products and services, including a $10,000 Line of Credit at 0% interest.
A bank of up to 10 annual personal days, as well as 13+ paid holidays.
A voluntary RRSP matching program at 6% of an employee’s annual salary.

Experience our Employee Advantage Program which demonstrates our unmatched commitment to opportunities for professional and self-development, employee wellness, competitive compensation, and a culture of celebration!

It's an exciting time to join our team. To find out more, apply today!

About WFCU Credit Union

WFCU Credit Union is a leading progressive financial institution headquartered in Windsor and Essex County since 1940. Proudly serving Ontario residents, community organizations, small businesses, commercial entities, and public institutions for over 84 years, WFCU is the sixth-largest credit union in Ontario, and the 20th largest credit union in Canada.

Together with its retail divisions, Rapport, ECU, and Health Care, WFCU operates 24 branches across Ontario from Thunder Bay to Kingston, Toronto to Windsor, and numerous smaller communities in between. WFCU’s 80,000+ members can bank anytime, anywhere through a variety of service channels, including online and mobile banking, live telephone banking, and ATM services.

Job Types: Full-time, Permanent

Pay: $90,000.00-$140,000.00 per year

Application question(s):

Do you know anyone who works at WFCU Credit Union?
What are your salary expectations?

Experience:

commercial lending: 3 years (preferred)

Work Location: In person

Quick apply

Refine Your Search

portfolio manager jobs in waterloo on

Commercial Account Manager

Project Manager

Project Analyst

Financial Planner - Guelph

Financial Planner - Cambridge

Territory Sales Consultant (TSC)

Investment Advisor

Underwriting Performance Manager

ServiceNow Account Executive

Bilingual Project Coordinator

Inside Account Manager

Area Sales Manager - Calgary

District Manager - Retail (Southern and Central ON)

Key Account Manager, Nuclear

Collections Specialist

Senior Portfolio Officer

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