Team Portfolio Specialist

Canadian Imperial Bank of Commerce•Chicago, IL

2d•Hybrid

About The Position

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute. As a Team Portfolio Specialist, you'll support bankers and clients by coordinating financial information collection, monitoring portfolio requirements, and helping keep lending and servicing activities on track. You'll play an important role in reducing past due items, facilitating timely renewals and annual reviews, and supporting day-to-day portfolio administration. You'll also assist with research, prospecting support, and analysis that helps bankers focus on client relationships and business development. This is a collaborative role where your attention to detail, follow-through, and ability to manage competing priorities will help drive a strong client and partner experience. At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

Requirements

Relevant portfolio or banking experience.
Experience in private banking, commercial banking, wealth management, lending support, portfolio administration, or a related financial services environment.
Highly organized and detail oriented.
Ability to manage multiple priorities at once, follow through on time-sensitive requests, and maintain a high standard of accuracy in your work.
Comfortable working with clients and internal partners.
Clear and professional communication skills, confident in following up with clients and collaborating with bankers and business partners to move work forward.
Strong analytical and administrative skills.
Ability to review information, support covenant and collateral-related analysis, conduct research, and work effectively with systems and spreadsheets.
Proactive team player.
Ability to step in to support shared goals, adapt to changing priorities, and help with projects and backup coverage as business needs evolve.
College diploma or university degree in business, finance, economics, or a related field, or equivalent work experience.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
Analytical Thinking
Enterprise Risk Management (ERM)
Group Problem Solving
Reporting and Analysis
Risk Assessments
Risk Monitoring
Teamwork

Responsibilities

Support portfolio management activities - Reach out to clients to collect financial information in advance of renewal and annual review due dates, helping reduce past due items and support timely underwriting.
Coordinate documentation and monitoring - Upload collected items into required systems, support covenant testing, follow up on updated insurance certificates, and assist with the resolution of portfolio-related exceptions.
Help manage client servicing needs - Contact clients regarding past due loan payments, reimbursable fees, and collateral shortfalls, while keeping bankers informed and helping ensure timely follow-up and resolution.
Maintain portfolio data quality - Process and oversee householding changes, officer assignment updates, and profit center corrections, while performing quality checks to ensure accuracy.
Contribute to business development support - Assist bankers with prospecting activities, including call list development, customer relationship management updates, and preparing materials for client meetings.
Provide research, analysis, and team support - Conduct background research on prospects and collateral, assist with covenant calculations and portfolio analysis, support special projects, and provide backup coverage when bankers are away from the office.