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LOB Portfolio Manager

The PrivateBank Chicago, IL
  • Posted: November 29, 2019
  • Full-Time

CIBC is a leading North American financial institution with 10 million personal banking, business, public sector and institutional clients. CIBC offers a full range of advice, solutions and services in the United States, across Canada and around the world. In the U.S., CIBC Bank USA provides commercial banking, private and personal banking and small business banking solutions and CIBC Private Wealth Management offers investment management, wealth strategies and legacy planning.

CIBC works to help you make your ambitions a reality with a team that is committed to being always professional, genuinely caring and collaborates to find simple solutions as we build our relationship-focused bank for the modern world.

Every year, CIBC is recognized for its business success, community commitment and employee initiatives. We are proud of this success and are committed to creating an inclusive workplace and an environment where all of our team members can excel.
This person will report to the current Chief Operating Officer for National Commercial Banking (NCB) and will facilitate a broad range of portfolio management, audit/compliance, reporting, and operational activities which are of critical importance to meeting the bank and NCB's customer relationship, profitability, and risk management goals. Additionally, this person will work closely with the NCB COO on a variety of special projects critical for future regional/business expansion and revenue growth. Specific responsibilities will include the following:
+ Coordinate a series of NCB Portfolio Management weekly/monthly requirements with the network of NCB Group Portfolio Managers (GPMs). Activities will include tasks such as: risk rating confirmations, pricing grid confirmations, past due monitoring and reporting, etc.
+ Work with NCB Leaders and strategic partners across the bank to prepare general and ad hoc reports for Executive Management.
+ Assist NCB COO with special projects focused on new products, regional expansion, business growth initiatives, and improving process efficiencies.
+ Work closely with Finance and Data Management to develop reporting to assist in portfolio management and to be used for business unit and portfolio reviews.
+ Work with NCB lenders and GPMs to manage NCB's current pipeline of deals in CRM.
+ Become a proficient database user (e.g. IBIS, Hoover's, S&P etc.) on behalf of NCB and pull reports for NCB lenders to complete industry and market analysis for sales calls and new market memos.
+ Own tasks related to compliance and regulatory issues and coordinate with NCB lenders and GPMs as needed. Activities include, but are not limited to: NCB HMDA and RegB oversight and reporting, High Risk Asset monitoring and reporting, Regulatory University monitoring and reporting.
+ Assist NCB COO with Enterprise Risk Management processes, development of risk metrics and limits, and subsequent development and ongoing monitoring of Segment Risk Statements.
+ Work closely with NCB COO on responses to internal audits, credit review exams, FDIC, etc.
+ Coordinate RR5 Reviews with NCB GPMs, Lenders and Credit Risk; assist with coordinating any activities related to CAMP meetings.
+ Work effectively on projects that require managing stakeholders across various groups in the bank.
+ Work closely with NCB COO to organize various team offsites throughout the year, bringing together NCB leaders, RMs, and various stakeholders from across the country. Additionally, help coordinate Commercial Banking Quarterly Product Partner Call, as well as the monthly NCB GPM Meeting.

The following are requirements needed to be successful in this role:
+ Strong communication and organizational skills are crucial for success in this role.
+ Strong analytical and time management skills.
+ Formal credit training preferred.
+ A minimum of 2 years of experience in a role with primary emphasis on credit lending/credit review/portfolio management.
+ Bachelor's degree required.
+ Must be proficient with Microsoft Office suite; specifically Excel and Power Point.
+ Must be comfortable managing tasks involving various stakeholders with often competing priorities.

ID: 2019-5372
External Company Name: CIBC US
External Company URL:
Street: 120 South LaSalle Street

The PrivateBank


Chicago, IL
60664 USA

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