About the Role
Oversee underwriting associates and support functions, ensuring service excellence, consistency, efficiency, and adherence to corporate risk standards. Serve as a key resource to the underwriting team, providing coaching, training, process improvements, and strategic support during periods of elevated business volume.
Responsibilities
- Lead, mentor, and manage a team of Underwriting Associates and underwriting support staff.
- Provide ongoing coaching, technical guidance, and professional development opportunities.
- Design and execute training programs, onboarding initiatives, and knowledge-sharing sessions.
- Oversee workflow management and resource allocation to meet service level expectations.
- Support underwriting teams during peak volume periods through workload balancing and file review support.
- Monitor underwriting quality and adherence to credit, compliance, and regulatory requirements.
- Develop operational reporting, dashboards, and key performance indicators (KPIs).
- Analyze data to identify trends, operational risks, bottlenecks, and improvement opportunities.
- Drive process optimization initiatives, automation opportunities, and best practices.
- Partner with senior leadership on strategic initiatives and continuous improvement efforts.
- Collaborate with Sales, Credit, Funding, Risk, and other stakeholders.
- Lead change management and maintain underwriting procedures and documentation.
- Support recruitment, workforce planning, performance management, and succession planning.
Requirements
- 6+ years of progressive experience in commercial lending, commercial mortgage underwriting, credit adjudication, or commercial real estate financing.
- 3+ years of people leadership experience managing underwriting, credit, sales support, or lending operations teams.
- Proven experience underwriting and approving complex commercial real estate transactions, including construction, term, CMHC-insured, and conventional financing.
- Demonstrated success leading teams in a high-volume, service-driven commercial lending environment.
- Experience developing and implementing operational processes, workflow optimization initiatives, and performance metrics.
- Advanced knowledge of commercial mortgage lending principles, underwriting methodologies, and credit risk assessment.
- Comprehensive knowledge of lending regulations, compliance requirements, and risk management frameworks.
- Results-oriented mindset with a focus on service excellence, quality, efficiency, and risk management.
- Strategic thinker who can balance risk management, operational efficiency, and business growth objectives.
- Highly collaborative leader with strong business acumen and sound judgment.
- Ability to identify operational risks, resolve issues proactively, and implement sustainable solutions.
Skills
- Microsoft Office Suite (Excel, Power BI, PowerPoint, Word)
- Financial modelling
Location
- Toronto
- Vancouver
- Calgary
Work Type
- Hybrid
- Remote
- In-office
Experience Level
- Senior Manager
- 6+ years of experience
- 3+ years of people leadership experience
Salary/Compensations
- $100,000.00 - $110,000.00 annually
Benefits
- Competitive salaries
- Profit sharing
- RRSP matching
- Benefits from day one
- Generous paid time off
- Commitment to well-being (Financial, Physical, Social, Career, Community)
About the Company
- Peoples Group is a trusted financial services company for the innovators at the forefront of Canada’s economic future.
- Driving change by working alongside challenger banks, fintechs, brokers, and merchants to foster a dynamic and competitive financial ecosystem.
- Culture is built on four core behaviors: Grit to Grow, Connect to Collaborate, Putting Clients First, and Owning the Outcome.
- Value people, build meaningful relationships, focus on individual strengths, and approach work with passion.
Equal Opportunity
- Peoples Group is an Equal Employment Opportunity employer.
- We value and celebrate individuality while fostering an inclusive workplace for everyone.
- If there's any way we can support or accommodate you during the selection process, please don't hesitate to let us know.
