JOB PURPOSE
The primary purpose of the Sr. Portfolio Administrator is to ensure objectives related to internal portfolio management are met, in addition to supporting the workflow of the Commercial Team of GPMs, PMs, RMs and commercial lending associates. This position will provide approval within established guidelines for daily credit/portfolio administrative activity.
What you'll be doing
As a Senior Portfolio Administrator within CIBC's Commercial Banking team, you'll play a pivotal role in supporting portfolio management and risk oversight activities. You'll work closely with internal partners and stakeholders to maintain accurate client portfolio data, assist with financial reporting and covenant record keeping, and prepare insightful trend reports that inform business decisions. Your expertise in risk management will be instrumental in producing portfolio analyses, supporting credit reviews and regulatory exams, and contributing to market update reports. Leveraging your advanced analytical skills, you'll help drive improvements in reporting efficiency and ensure the accuracy and integrity of portfolio data. Additionally, you'll mentor team members and foster a culture of compliance and accountability aligned with CIBC's risk culture and values.
Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you'll succeed
Portfolio Management & Client Data Maintenance – Collaborate with Relationship Support to update and correct client data, maintain records of financial reporting and covenants, and assist in preparing quarterly reviews and CAMP reports.
Risk Management & Portfolio Monitoring – Produce monthly and quarterly borrower trend cards and portfolio trend reports, supply data and analysis for credit reviews and regulatory exams and contribute to market and portfolio update reports.
Financial Analysis & Modeling – Prepare collateral value adjustment analyses, leverage advanced Microsoft Excel and financial modeling skills to support analytical tasks, and develop recommendations for review by senior management.
Cross-Functional Collaboration – Maintain strong partnerships with Credit Risk Management, Enterprise Risk Management, Loan Services, Client Specialists, and Compliance to ensure seamless portfolio administration.
Team Training & Mentorship – Mentor and provide situational training support to Associates, Senior Associates, and Portfolio Managers, fostering continuous learning and development.
Risk & Compliance – Uphold CIBC’s risk culture by following all relevant policies, frameworks, and guidelines, completing mandatory training, and proactively escalating concerns through appropriate channels.
Who you are
You have relevant experience. You bring extensive experience in portfolio administration, risk management, or commercial banking, ideally within a financial institution.
You’re analytical and detail-oriented. You excel at analyzing complex data sets, synthesizing information into actionable insights, and ensuring accuracy in all deliverables.
You’re skilled in financial modeling. You have advanced proficiency in Microsoft Excel and financial modeling techniques, supporting efficient reporting and analysis.
You’re a collaborator. You build strong relationships across business functions and work effectively with cross-functional teams to achieve common goals.
You’re a mentor. You enjoy sharing your knowledge and supporting the growth and development of team members.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of$120,000.00- $160,000.00 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participatein the relevant business unit’s incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range ofbenefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other specialperksreserved for our team members.
#LI-TA
Job Location
IL-Chicago, 120 S LaSalle St Fl 6
Employment Type
Regular
Weekly Hours
40
Skills
Analytical Thinking, Business, Business Functions, Business Risks, Enterprise Risk Management (ERM), Financial Analysis, Management Support, Portfolio Management, Risk Culture, Risk Management
