CIBC US · 19 hours ago
Commercial Middle Market Underwriter & Portfolio Manager
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$120K/yr - $150K/yr
5+ years expCIBC US is building a relationship-oriented bank for the modern world and is seeking a Commercial Middle Market Underwriter & Portfolio Manager. The role involves underwriting and portfolio management, serving as the primary client contact for portfolio-related issues, and ensuring compliance with risk management practices.
BankingFinancial Services
Responsibilities
Serve as the client’s primary contact/resource/advocate at the Bank for portfolio related issues/reporting/maintenance or new requests on existing credit
Renewal activities with existing clients – PM leading associated activities with RM input
Remain active and engaged in periodic client calls and visits for assigned portfolio
Maintain Salesforce pipeline on existing clients (draws, increases, paydowns, payoffs)
Loan closing process – responsible for driving the closing process with internal closing team and Portfolio Coordinator
Engage RM as needed; primarily with respect to material changes to negotiated business terms with the client
Work with CIS Relationship Support to update / correct identified data issues
Address upcoming maturities and annual reviews on time; help remediate payment past dues
Ensure all customer financial reporting / covenants are collected on time
Support closing team to ensure collection of outstanding loan document exceptions
Follow up on past due real estate taxes / insurance certificates to clear exceptions
Prepare CAMP reports and quarterly trend cards / reviews
Prepare FAS 114 memo / analysis
Complete quarterly SOX controls and ensure accurate risk ratings at all times for covered portfolio
Respond to approval requests for overdrafts, manual wires, NSF wires, ACH suspensions, etc
Review borrowing base availability and approve loan advances
Coordinate onboarding, deposit account opening and TM setup activities
Consults with the RM on cross-sell opportunities
Mentor and provide situational training support to Associates and Sr. Associates
Support the GPM by supplying any required data for Credit Review or FRB/FDIC/OSFI during exams (i.e. review of specific credits)
Maintain strong partnerships with other business functions/units (i.e. Private Wealth, cross-sell partners and Loan Services)
Following all aspects of the CIBC Code of Conduct, as well as all applicable CIBC policies, frameworks, guidelines, processes and controls
At all times acting in accordance with our Purpose and shared values, to achieve our Bank’s strategic goals
Understanding and following the qualitative and quantitative components of our Risk Appetite Statements
Completing all annual Corporate Mandatory Training and Testing modules, as well as any additional business-specific modules, as required and employing the learnings in daily activities and undertakings
Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e. HR, management, Ethics Hotline, Whistleblower, etc.) upon observing activities that may be inconsistent with CIBC’s policies, frameworks, guidelines, processes and controls
Speaking up if witnessing behaviors that drive poor or unfair outcomes for clients, team members or other stakeholders
Escalating matters that can result in adverse market practices and outcomes, thereby negatively impacting CIBC’s reputation as a leading financial institution
As a key contributor to the business unit, this job has the authority to recommend changes to business processes in order to enhance operational efficiency and effectiveness
Qualification
Required
Minimum of 5-7 years of experience of applicable experience in underwriting, structuring, loan closing, documentation, and portfolio management
Ability to prove credit expertise within a specific commercial banking industry or vertical
Expected to be well versed in all key systems, applications, and models used
Completion of Commercial Banking Training Program or equivalent
Benefits
Medical
Dental
Vision
Health Savings Account
Life Insurance
Disability
Other Insurance Plans
Paid Time Off (including Sick Leave, Parental Leave and Vacation)
Holidays
401(k)
Banking benefits
A benefits program
A vacation offering
Wellbeing support
MomentMakers, our social, points-based recognition program
Purpose Day; a paid day off dedicated for you to use to invest in your growth and development
Company
CIBC US
CIBC US provides tailored commercial and personal banking services, private banking, wealth management and small business financial solutions.
1001-5000 employees
H1B Sponsorship
CIBC US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (35)
2024 (42)
2023 (29)
2022 (11)
2021 (77)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Brant Ahrens
Chief Administrative Officer
Recent News
2025-07-25
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