Client-Focused Portfolio Coordinator

CIBC; Chicago (IL); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Health Savings Account

Life Insurance

Disability

401(k)

Paid Time Off

Job summary

CIBC is seeking a Team Portfolio Specialist in Chicago to support bankers and clients by coordinating financial information, monitoring portfolio requirements, and helping keep lending and servicing activities on track.

You will reduce past due items, assist with renewals and annual reviews, and support day-to-day portfolio administration while collaborating with bankers and business partners to drive a strong client and partner experience.

Qualifications

• College diploma or university degree in business, finance, economics, or related field, or equivalent work experience.
• Experience in portfolio or banking environment.
• Strong organizational and detail‑oriented skills.

Responsibilities

• Support portfolio management activities: contact clients to collect financial information for renewal and annual reviews.
• Coordinate documentation and monitoring: upload items, assist covenant testing and insurance certificates.
• Help manage client servicing needs: contact clients on past due payments and collateral shortfalls.
• Maintain portfolio data quality: handle householding changes and profit center updates.
• Contribute to business development support: assist bankers with prospecting activities and CRM updates.
• Provide research and team support: conduct background research, covenant calculations, and portfolio analysis.

Skills

Analytical Thinking

Enterprise Risk Management

Group Problem Solving

Reporting and Analysis

Risk Assessments

Risk Monitoring

Teamwork

Education

Bachelor's degree in business/finance/economics

Job description

CIBC is seeking a Team Portfolio Specialist in Chicago to support bankers and clients by coordinating financial information, monitoring portfolio requirements, and helping keep lending and servicing activities on track.

You will reduce past due items, assist with renewals and annual reviews, and support day-to-day portfolio administration while collaborating with bankers and business partners to drive a strong client and partner experience.