Responsibilities

Review lending applications secured by insurance and wealth assets; exercise delegated lending authority to approve or decline applications.

Provide clear, well supported rationale for underwriting decisions.

Review and analyze loan applications and supporting documentation to ensure compliance with policies, guidelines, and regulatory requirements.

Maintain credit portfolio quality within established risk appetite and regulatory standards, minimizing loan losses through sound adjudication.

Collaborate with internal partners to strengthen risk practices and recommend structural enhancements to protect the company’s position in the event of default.

Escalate credit applications exceeding delegated limits to the appropriate approval authority.

Drive continuous improvement in origination and adjudication quality and support a strong risk based culture.

Soft Skills

Demonstrated ability to collaborate effectively and influence outcomes





Excellent communication skills and professionalism.

High level of self-motivation, urgency, and ability to work independently.

Strong organizational skills with the ability to manage multiple priorities in a fast-paced setting.

Candidate Requirements / Must Have Skills

Minimum 5+ years of experience in commercial banking or lending.

Strong understanding of the financial services industry.

Bilingualism - French and English (fluent speaking, writing, and reading)

Nice‑To‑Have Skills

Experience working with ultra high net worth clients.

Experience exercising lending authority or working in credit risk.

Education

Bachelor’s degree in Business, Commerce, Economics, or Finance.

Seniority Level
Mid‑Senior level

Employment Type
Full‑time

Job Function
Business Development

Industries
Insurance

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📌 Bilingual Account Manager III (Manitoba)
🏢 RobertsonLtd.
📍 Manitoba