Loan Syndications - Portfolio Manager

About the role

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.

Responsibilities

• Distribute and communicate transaction information to co-lenders by preparing marketing materials such as bank books, Confidential Information Memorandums (CIMs), and teasers.
• Arrange and participate in bank meetings with co-lenders, including occasional travel, and collaborate with Agency Services to execute syndication closings.
• Critically review underwriting and legal documentation, manage existing agented transactions, and lead the amendment process for previously closed syndications.
• Produce accurate and timely reports for internal use, external data sharing, senior management, and various auditors.
• Maintain up-to-date knowledge of market trends and industry dynamics, especially as they relate to credit and syndicated bank transactions, and effectively communicate findings to internal partners and external clients.
• Mentor junior team members and contribute to the team’s broader infrastructure initiatives.

Requirements

You’re a relationship builder. You excel at developing trust with clients, partners, and colleagues through professional and meaningful interactions. You have strong analytical skills. Your attention to detail and ability to critically review complex documentation set you apart in managing multi-bank transactions. You’re experienced in credit and lending. You bring a solid background in C&I credit, syndicated bank transactions, and debt capital markets. You’re a resourceful self-starter. You thrive in a fast-paced environment, working independently and proactively to drive results. You’re process-driven. You have a structured approach to managing workflows and ensuring accuracy throughout the syndication process. Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

Qualifications

California residents — your privacy rights regarding your actual or prospective employment

What You'll Be Doing

To learn more about CIBC, please visit CIBC.com

Pay

The expected salary range for this role is $160,000.00 - $180,000.00 for the market based on experience, qualifications, and location of the position.

Schedule

This position does not offer visa sponsorship.

Benefits

CIBC offers a full range of benefits 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 special perks reserved for our team members.