Team Portfolio Specialist

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

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. To learn more about CIBC, please visit CIBC.com

What you'll be doing

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.

How you'll succeed

• 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.

Who you are

You have relevant portfolio or banking experience. You bring experience in private banking, commercial banking, wealth management, lending support, portfolio administration, or a related financial services environment.

You're highly organized and detail oriented. You can manage multiple priorities at once, follow through on time‑sensitive requests, and maintain a high standard of accuracy in your work.

You're comfortable working with clients and internal partners. You communicate clearly and professionally, and you're confident following up with clients and collaborating with bankers and business partners to move work forward.

You have strong analytical and administrative skills. You can review information, support covenant and collateral‑related analysis, conduct research, and work effectively with systems and spreadsheets.

You're a proactive team player. You step in to support shared goals, adapt to changing priorities, and are comfortable helping with projects and backup coverage as business needs evolve.

You have the education to support the role. You have a 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.

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

At CIBC, we offer a competitive total rewards package. This role has an expected salary range $65,000 - $80,000 for the Chicago, IL market based on experience, qualifications, and location of the position.The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. 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. This position does not offer visa sponsorship.

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What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program_, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program. Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients. We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development. _Subject to plan and program terms and conditions

What you need to know

CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail] You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit. We may ask you to complete an attribute‑based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location IL-Chicago, 120 S LaSalle St Fl 2 Employment Type Regular Weekly Hours 40

Skills Analytical Thinking, Enterprise Risk Management (ERM), Group Problem Solving, Reporting and Analysis, Risk Assessments, Risk Monitoring, Teamwork

At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 48,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.