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Equitable Bank
Commercial Mortgage Analyst, Portfolio Management, CFGEquitable Bank • Toronto
Commercial Mortgage Analyst, Portfolio Management, CFG

Commercial Mortgage Analyst, Portfolio Management, CFG

Equitable Bank • Toronto
27 days ago
Job type
  • Full-time
  • Permanent
Job description

The core parts of your role would be to:

  • On a daily basis, the incumbent will support the Commercial Portfolio Management team with the ongoing management of active loans. Specifically, time will be spent on the review and analysis of construction sub-advance requests (60%).

  • On a daily basis, the incumbent will support Account Managers and/or Sr. Account Managers with the preparation of annual reviews, extension memorandums, and ad hoc requests quickly, efficiently, and accurately, often with limited and/or incomplete information. The incumbent must be able to manage multiple competing priorities in order to achieve aggressive timelines. (30%).

  • On a daily basis, the incumbent will be responsible for maintaining the currency of all renewal/annual review/sub-advance pipeline reports. The incumbent will be responsible for the preparation of specific departmental management reports that will be relied upon by Management (10%).

Let's Talk About You!

  • Post-secondary education (diploma/degree) preferred, preferably in business or finance

  • 3+ years’ experience in the financial services industry, preferably experience working in commercial banking or commercial mortgage lending

  • Demonstrated service excellence within their field

  • Strong working knowledge of MS Office (primarily Word and Excel)

  • Effective analytical and problem-solving skills

  • Strong business sense combined with sound technical knowledge of secured lending and factors affecting the commercial mortgage market

  • Established organizational skills

  • Ability to handle multiple competing priorities

  • Good time management skills

  • Excellent communication skills, both oral and written

Job Complexities/Thinking Challenges:

The position requires the incumbent to be a self-starter. Commercial mortgage applications can be complex in nature, requiring creative and innovative thinking and proactive problem-solving. The incumbent must also have the ability to work independently with minimal supervision to properly identify and mitigate risks associated with individual transactions while balancing the needs of the client. The incumbent is required to follow corporate policies, procedures, and regulatory requirements in order to work through files and rationalize the recommendations or decisions made. In some cases, viability is assessed with limited access to information or documentation.What we offer [For full-time permanent roles] Competitive discretionary bonus Market leading RRSP match program Medical, dental, vision, life, and disability benefits Employee Share Purchase Plan 🏽 Maternity/Parental top-up while you care for your little one Generous vacation policy and personal days Virtual events to connect with your fellow colleagues Professional development and comprehensive Career Development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience The incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.


Equity, Diversity & Inclusion

EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.

We provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.

As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.


EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.

To learn more, visit and .

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Commercial Mortgage Analyst, Portfolio Management, CFG • Toronto

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