Back to results

Director, Portfolio Management

  • Surrey, BC, Canada

Full-time

Applications open in a new tab.

Job details

Job type
Full-time
Apply by
Posting language
English
Posted

Original job description


A career as a Director, Portfolio Management in the Commercial Banking team at National Bank means acting as a strategic leader who balances portfolio growth with sound risk management. This role allows you to have a meaningful impact on the organization by leveraging your expertise in commercial credit, portfolio oversight, and team leadership while supporting sustainable business development.

You play a central role in guiding underwriting decisions, strengthening credit quality, and supporting commercial partners with well-structured financing solutions. Your ability to combine judgment, rigor, and collaboration helps ensure positive outcomes for clients, teams, and the Bank.


Your job:


  • Lead a team of underwriting
    specialists by providing coaching, feedback and development opportunities
    that enhance their expertise. 


  • Oversee the analysis and
    structuring of commercial credit transactions for current and prospective
    clients, ensuring that recommendations are well-supported and in line with
    risk appetite. 


  • Review credit applications to
    ensure the quality of financial analysis, risk identification and proposed
    mitigation measures. 


  • Contribute to complex
    transactions by supporting their deal structuring and
    preparing, when required, credit applications. 


  • Collaborate with the
    Market Lead, Commercial Account Managers, and Credit Risk
    Management teams to support portfolio growth and sound
    decision-making. 


  • Monitor the loan portfolio to
    ensure continued adherence to internal parameters and credit quality
    expectations. 


Yourteam:

The Commercial Banking sector brings together professionals who support commercial clients through tailored financial solutions and strong advisory expertise. You work within an ecosystem of specialists who collaborate closely to meet client needs and drive responsible growth.

You will lead a team of four underwriting professionals who report directly to you. In this role, you will work closely with your team, the Market Lead, Sales Leader, Commercial Account Managers, and other internal partners to support disciplined credit execution, strong portfolio management, and client-focused solutions. This position reports directly to the AVP & Manager, Commercial Portfolio Management covering the Fraser Valley district.

The Bank values continuous development and internal mobility. Our personalized training programs, based on learning in action, allow you to master your craft and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.

Requirements:


  • Hold a bachelor’s degree in
    finance, accounting, business, economics, or a related field, combined
    with significant experience in commercial banking

  • Demonstrate extensive
    experience in commercial credit underwriting and portfolio management

  • Have proven experience leading,
    developing, and supporting high-performing underwriting teams

  • Show strong expertise in
    financial analysis, credit structuring, and risk assessment

  • Possess experience reviewing
    and approving complex credit transactions

  • Be comfortable working closely
    with multiple stakeholders in a matrix environment



Languages: English
Required skills:

Your benefits
In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

* Health and wellness program, including many options
* Flexible group insurance
* Generous pension plan
* Employee Share Ownership Plan
* Employee and family assistance program
* Preferential banking services
* Involvement in community initiatives
* Telemedicine service
* Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment
We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Join us!
More about this job

Responsibilities

Lead and develop a team of four underwriting professionals while overseeing commercial credit analysis, transaction structuring, and credit application quality. Monitor portfolio performance and collaborate with commercial and risk partners to support responsible growth and sound credit decisions.

Requirements

A bachelor’s degree in finance, accounting, business, economics, or a related field is required, along with significant commercial banking experience. Candidates should have extensive commercial credit underwriting and portfolio management expertise, a record of leading underwriting teams, and experience assessing and approving complex transactions.

Skills

  • Commercial Credit Underwriting
  • Portfolio Management
  • Team Leadership
  • Coaching And Development
  • Financial Analysis
  • Credit Structuring
  • Risk Assessment
  • Credit Application Review
  • Complex Transaction Approval
  • Portfolio Monitoring
  • Stakeholder Collaboration
  • Commercial Banking
  • Credit Risk Management
  • Business Development

Benefits

  • Health And Wellness Program
  • Flexible Group Insurance
  • Pension Plan
  • Employee Share Ownership Plan
  • Employee And Family Assistance Program
  • Preferential Banking Services
  • Community Initiatives
  • Telemedicine Service
  • Virtual Sleep Clinic

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Management & Leadership

Keywords

  • Commercial Banking
  • Commercial Credit
  • Credit Underwriting
  • Portfolio Management
  • Credit Risk Management
  • Financial Analysis
  • Credit Structuring
  • Risk Assessment
  • Credit Applications
  • Complex Credit Transactions
  • Portfolio Monitoring
  • Risk Mitigation
  • Underwriting Team Leadership
  • Coaching And Mentoring
  • Business Development
  • Commercial Lending
  • Stakeholder Collaboration
  • Risk Appetite
  • Credit Quality
  • Fraser Valley

Report this job