Community Development Client Support Consultant

Posted 11 Days Ago
Be an Early Applicant
Chicago, IL, USA
In-Office
85K-110K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Support Relationship Managers and Community Development Lending operations by onboarding clients and loan facilities, providing post-onboarding service (money movement, disbursements, payments, customer maintenance), reconciling fees and vendor invoices, coordinating cross-functional service requests, leading training and mentoring new hires, participating in special projects, and ensuring compliance and risk mitigation.
Summary Generated by Built In

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What you'll be doing

As a Community Development Client Support Consultant, you'll support the Community Development Group in all aspects of daily operations, assisting Relationship Managers with onboarding new clients and loan facilities. You'll act as a liaison between Relationship Managers and Back of Office Operations, ensuring seamless communication and service delivery. Your responsibilities include performing after onboarding service support for both internal and external customers, helping resolve issues and requests, and participating in volunteer opportunities within the communities we serve. You'll also represent Community Development Lending in special projects and interdepartmental workshops, and lead training sessions for new hires.

At CIBC we enable the work environment most optimal for you to thrive in your role. You'll have the flexibility to manage your work activities within a hybrid work arrangement where you'll spend 1-3 days per week on-site, while other days will be remote.

How you'll succeed

  • Client Relationship Management – Partner with Relationship Managers to build lasting relationships with clients and manage the onboarding process for small business and affordable housing clients.

  • Service Support – Perform after sales service support to meet client needs for money movement, loan disbursements and payments, and customer maintenance.

  • Operational Excellence – Reconcile client fees to appropriate general ledgers and manage vendor invoice submissions for payment.

  • Cross-Functional Coordination – Coordinate service requests between clients, Relationship Managers, and various support groups, and represent Community Development Lending in special projects and interdepartmental workshops.

  • Team Collaboration and Training – Share ideas and knowledge with other Community Development Client Specialists, lead training sessions, and provide ongoing support for new hires.

  • Risk Management and Compliance – Identify issues and find solutions to minimize risk for clients and CIBC, understand and comply with internal systems, policies, and processes.

Who you are

  • You’re detail oriented and organized. You excel at managing multiple priorities and maintaining accuracy in a fast-paced, high-volume environment.

  • You’re a strong communicator. You possess excellent written and verbal communication skills and are comfortable working independently or as part of a collaborative team.

  • You’re adaptable and solution driven. You quickly adjust to new situations, processes, and regulations, and enjoy investigating and solving client needs.

  • You have relevant experience. You bring over 5 years of client support experience in the financial industry, along with at least 3 years specializing in commercial real estate lending, affordable housing lending, or Low-Income Housing Tax Credit (LIHTC) lending. You are confident in your understanding of documentation requirements for a variety of commercial loan products.

  • You’re technically proficient. You’re skilled in Adobe Acrobat, Microsoft Office applications (Excel, Word, PowerPoint), and can quickly learn and adapt to new proprietary software used by the bank.

  • You’re a mentor. You enjoy supporting and mentoring newer team members, sharing your expertise to help others succeed.

  • Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.

California residents — your privacy rights regarding your actual or prospective employment

At CIBC, we offer a competitive total rewards package.  This role has an expected salary range of $85,000 - $110,000 for the Chicago, IL market based on experience, qualifications, and location of the position.  The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee’s needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k), in addition to other special perks reserved for our team members.  

This position does not offer visa sponsorship.  

#LI-TA

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL-Chicago, 120 S LaSalle St Fl 2

Employment Type

Regular

Weekly Hours

40

Skills

Client Service, Customer Experience (CX), Long Term Planning, Personal Initiative, Stakeholder Relationship Management, Work Collaboratively

Skills Required

  • Over 5 years of client support experience in the financial industry
  • At least 3 years specializing in commercial real estate lending, affordable housing lending, or Low-Income Housing Tax Credit (LIHTC) lending
  • Confident understanding of documentation requirements for a variety of commercial loan products
  • Proficiency with Adobe Acrobat and Microsoft Office applications (Excel, Word, PowerPoint)
  • Experience performing after-sales service support including money movement, loan disbursements/payments, and customer maintenance
  • Experience reconciling client fees to general ledgers and managing vendor invoice submissions
  • Strong written and verbal communication, detail orientation, and ability to manage multiple priorities
  • Experience mentoring or training newer team members and leading training sessions
  • Legally eligible to work at the specified location (no visa sponsorship provided)
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The Company
HQ: Toronto, Ontario
43,351 Employees

What We Do

CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals. This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada. La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs. Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez. Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs. Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada

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