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 quick-paced environment.

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

📌 Bilingual Account Manager III (Ottawa)
🏢 Robertson u0026 Company
📍 Ottawa