Sales Analyst, Healthcare

At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doSales Analyst, HealthcareLocation: Richmond Hill or Toronto Regional Office, ONEveryday flexibility. Hybrid work environments. On-site requirements. Collaborative connections.CWB Maxium. Trusted partners. Experienced lenders.Financial needs are unique, and so are the financial solutions.CWB Maxium offers creative structured financing that responds directly to the specific needs of each customer. We have earned a reputation for innovative lending solutions coupled with an unparalleled ability to build long-term relationships. We have more than 35,000 customers and a financial portfolio exceeding $1 billion and growing. As a CWB Financial Group company, CWB Maxium has the backing of a strong funder and a larger, diversified organization, which gives us the opportunity to help more customers, in more ways, and to take our company to another level of service, performance and growth.The opportunityThe Sales Analyst position within the Healthcare finance portfolio involves providing support to the CWB Maxium sales teams and Chief Operating Officer in generating new business. The Sales Analyst will serve as a bridge between the sales and underwriting departments. The successful incumbent will initiate credit analysis of client requests and gather necessary information for a comprehensive underwriting process. It will also include reviewing financial statements, pharmacy script reports, personal net worth statements, third-party assessments, location analyses, and more.Day to dayCollaborate with sales, underwriting, operations, and risk management teams to analyze, structure, write, and recommend credit applications within established timelines and service agreements.Conduct necessary data analysis and location assessments by attending client meetings, ensuring comprehensive evaluation of credit applications.Ensure adherence to CWB Maxium's lending practices, policies, and procedures, maintaining risk-taking within acceptable parameters.Provide clients with accurate timelines and requirements for evaluating credit requests, managing the adjudication process to meet established timelines or communicating potential changes to clients.Represent CWB Maxium as an ambassador for the healthcare portfolio by attending tradeshows and building relationships with industry stakeholders.Collaborate with the sales team, credit team, or clients to assess the creditworthiness of credit applications by thoroughly analyzing privately and publicly available information related to the client and their project.Work with clients on finance renewals including negotiating new loan terms and credit terms.Take ownership over monitoring customer financial performance, including review of covenant calculations and past due financial information.Identify and evaluate new financing opportunities in collaboration with the sales team, Chief Operating Officer, and/or Senior Vice President.Skills and competencies that will take you furtherFinancial savvy. Analyst. Collaborator. Trusted partner. As a successful candidate, you will demonstrate strong interpersonal skills that contribute to working effectively in a diverse operational environment. You will be responsible for making decisions guided by business judgment, and market knowledge. Additionally, you will be expected to prepare and regularly review annual goals and career development plans with your manager. Your ability to promote cooperation and commitment within the CWB Group towards the attainment of common goals and enabling productive group interactions, will be crucial to your success in this role. Finally, you will act as a model for CWB Maxium's Core Values, embodying them in your daily interactions. Foundational knowledge and experience to grow fromBachelors’ Degree in business, finance, accounting or other related discipline in addition to five years of financial services experience within functions of commercial lending or financial analysis. Experience in credit adjudication supported by well-developed skills in financial statement analysis and knowledge of effective risk mitigation strategies for credit underwriting, particularly related to the Canadian healthcare industry.Why work with us?Your success is our obsession! And our award-winning culture & benefits back it up.Proudly recognized by Great Place to Work® in 2023 as one of Canada’s top 50 Best Workplaces & recipient of Waterstone Human Capital’s Most Admired Corporate Culture 2023. Wellness matters. We offer an award-winning benefits package that includes:Hybrid work environmentsEveryday flexibilityGenerous company-funded health coverageHealth care spending accountA flexible wellness programgenerous time-away options to unplug, rest & recoverCareer development. We commit to our employees’ development and help them reach their professional goals with:Organization wide coaching servicesMentorshipEducation support & training programsBring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.Max out your career. We grow when you grow. Apply with CWB today.As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.Closing Date:* Position closes at 12:01am on the close date identified below.05/5/2024