Commercial Real Estate - Portfolio Coordinator

Support Relationship Managers on loan and deposit portfolios (e.g., reviewing/approving transactions, requesting payoff letters, daily decisioning of overdrafts).,Validate, review, and obtain approval for day-to-day client transactions within authority.,Process daily client requests (e.g., wires, cashier’s checks, internal transfers, account maintenance changes) accurately and timely.,Provide superior customer service by facilitating the resolution of complex loan or deposit issues.,Act as a primary resource for Relationship Managers on tracking and resolution of internally monitored items (e.g., loan/deposit document exceptions, expired insurance, past due payments).,Assist with the initial on-boarding of new clients, including Know Your Customer documentation.,Responsible for funding and disbursement information for closing, including preparing Letters of Direction and Disbursement Statements.,Responsible for timely collection, data input, and upload of regular financial statements and reporting.,Support the Line of Business Group through ongoing maintenance of account information within the Loan Origination System.,Ensure timely and accurate account opening and closing for new clients.,Maintain current knowledge of commercial Bank products, pricing, policy, and procedures.,Assist with other special projects as assigned.,Lead and manage transition efforts, collaborating with teams, coordinating people and resources, and managing/tracking projects while mitigating issues.,Coordinate new and existing client transitions and implementations, acting as a crucial point of contact.,Interpret, validate, and obtain required information to complete implementation forms.,Ensure all mandatory documentation (e.g., Product Legal Agreements) is received.,Regularly update knowledge of internal and external developments.,Identify potential sales and/or service improvement opportunities and refer them.,Recognize business risk elements and involve appropriate supervisors/partners.,Contribute to continuous improvement initiatives.,3-5 years Banking work experience, preferably in both loan and deposit areas.,Strong oral and written communication skills.,Ability to simultaneously handle multiple requests/transactions in a fast-paced environment.,Developed knowledge of CIBC cash management products, services, processes, and procedures.,Knowledge of banking procedures and the organizational structure of supporting partners.,Strong technical skills with Microsoft Office suite (Excel, Word, PowerPoint).,Ability to quickly learn proprietary software applications.

Bachelor’s degree desired.,Demonstrated experience using Metavante and ACBS Loan Origination Systems desired, not required.

Bachelor's Degree

Must be legally eligible to work at the specified location(s).