Portfolio Support Specialist

ATB Financial; Calgary; Hybrid; CAD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid work arrangement

Inclusive workplace programs

Job summary

A leading financial institution in Calgary is seeking a Portfolio Support Specialist to support Director-Led Business Banking teams. This hybrid role involves managing funding requests, providing insights through financial analysis, and overseeing compliance of collateral documents. Ideal candidates will have 3-5 years of experience in financial institutions and a degree in business or finance. Skills in Excel and strong communication are essential as you work in a collaborative environment.

Qualifications

• 3-5 years of Financial Institution experience including 2-3 years commercial lending experience.
• Undergraduate degree in business commerce, economics, finance or a related field.
• Excellent priority management and capability to manage multiple projects.

Responsibilities

• Review and complete pre-funding checklist for Draw Requests.
• Utilize financial information for analysis and key support processes.
• Conduct periodic reviews of collateral documents.

Skills

Financial Institution experience

Commercial lending experience

Strong communication skills

Attention to detail

Analytical capability

Advanced problem-solving skills

Education

Undergraduate degree in business commerce, economics, finance or related discipline

Tools

Excel

Job description

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

About

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:

• Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.
• Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We’re on a continuous journey to build the most flexible and inclusive programs.
• Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.

About The Role

This position has a hybrid work arrangement. On average, this means 3 days on-site per week. Please note that this is subject to change due to business priorities.

As ATB’s next Portfolio Support Specialist, you will be critical in supporting our Director-Led Business Banking sales teams and responsible for providing execution support while acting as a liaison between Portfolio Loan Support and Sales functions. Those working in this role are responsible for ensuring accurate and efficient execution and risk management to facilitate the needs of our clients. This role will have ownership of critical client information including data collection for population into credit risk tools, disseminating documentation, managing maintenance and review of collateral documents and providing reporting oversight and managing the execution of funding requests.

Accountabilities

• Draw Requests - Review and complete pre-funding checklist, ensure pre-disbursement conditions are fully satisfied and funding is executed correctly.
• Utilize financial information to support analysis and administration of key support processes which include: financial analysis and data input, margining calculations, trending and risk analysis, financial covenant calculations and tracking remedies to completion.
• Reporting oversight and data analysis for compliance, margining, overdrafts and special debt reporting.
• Develop, update and revise spreadsheets in support of tracking, calculations and portfolio support of our Capital Markets and Business Banking clients.
• Collateral Management - Reviewing and ongoing maintenance of collateral documents by conducting periodic reviews to confirm collateral risk is sufficiently mitigated.
• Other tasks related to the underwriting and credit quality oversight of our Capital Markets and Business Banking clients.

Skills, Experience & Requirements

• 3-5 years of Financial Institution experience including 2-3 years commercial or business lending experience
• Undergraduate degree in business commerce, economics, finance or a related discipline, or equivalent experience.
• Lending experience, including knowledge on commercial lending policies and products would be preferred
• Strong communication skills with demonstrated ability to build relationships with external clients and internal teammates
• Strong attention to detail, analytical capability and financial acumen with proven ability to develop financial analysis in Excel of mid to large scale organizations
• Demonstrated collaborative skills in working with senior management and specialists with proven ability to build strong internal relationships, and collaborate to achieve results.
• Excellent priority management with capability to manage multiple projects, initiatives and daily activity to best meet the needs of the client
• Advanced problem solving skills and ability to take initiative to find and execute innovative solutions
• Ability to present complex issues effectively at all levels in the organization and effectively influence others.

Don’t meet all the requirements on the list?

A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role— but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed— their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.

What happens next?

If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [e-mail].

Stay in touch

We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn, Facebook and Instagram to learn more about what our team is up to.