Account Manager, Real Estate Lending – CWB Financial

Graham Lade


January 11, 2019

CWB Financial Group is a diversified financial services organization providing specialized service in business and personal banking, trust, and wealth management across Canada. Their approach to business is straightforward: work hard and with integrity, practice common-sense thinking, be accountable for actions, and care about their people. CWB is not your typical bank – they take a deeply personalized approach to their business and these values. Taking the time to understand their clients’ goals and aspirations allows them to use a full-picture view of the type of support, guidance and service needed to cultivate successful financial futures. They are incredibly proud of the work they do every day to help their clients grow their businesses, manage their money and realize their financial potential. Their employees are more than just numbers – they are proud of their welcoming and open culture that invests in their people.

Taylor Ryan has partnered with CWB Financial Group to find an Account Manager, Real Estate Lending to join their team in Surrey. As an integral part of the Real Estate Lending team, the Account Manager, Real Estate Lending will be responsible for managing a portfolio of commercial, construction and term mortgages. You will work closely with the Senior AVP to prepare and complete credit applications for new and existing clients, reviewing their financial statements and ensuring that the loan remains within lending and risk parameters. This role is not a sales focused role, but will ensure a high level of customer service for external clients and commitment to high performance internally.

This role would be an excellent fit for a candidate who has a bachelor’s degree in commerce, finance or accounting with two to four years of commercial banking experience. Prior experience working within real estate or having exposure to commercial valuation and lending would be an asset. You will ideally have strong communication skills and additional language skills would be asset in this role. This is a position that is all about communication, connectivity and the ability to build lasting relationships with both new and existing CWB clients. In return, the successful candidate will be given the opportunity to work in a rewarding, enterprising, engaging and entrepreneurial atmosphere, where they will be able to both see and reap the rewards of their hard work. The opportunity to truly steer and grow one’s own portfolio of business has no limits with CWB!

To apply, please send your resume to Graham Lade at Taylor Ryan Executive Search Partners quoting “Account Manager, Real Estate Lending” in the subject at: We thank all applicants in advance, however only qualified candidates may be contacted