Senior Manager, BES, Portfolio Management

The Core Responsibilities

• Ensure compliance with the company’s established policies and procedures with recommendations submitted for approval to management based on approved delegations of authority.

• Review, approve or recommend commercial credit facilities (i.e. mortgage renewals, annual reviews, assumptions, etc.) ensuring the credit request falls within the Company’s lending and regulatory requirements and within the Bank’s risk appetite.

• Be responsible for resolving day to day challenges, assessing the individual staff members’ training needs and ensure that they are met so that the individual is able to perform their job effectively.

• Develop and maintain strong working relationships with Commercial team colleagues as well as our broker partners to provide optimal service to our clients.

• Develop, implement and maintain production and service metrics to measure and support best-in-class turnaround times on completion of portfolio underwriting/renewals/annual reviews with a goal of exceeding customer service, accountability, and transparency targets.

• Promote organic growth within the business in order to target the retention objective of BES maturities.

• Ensure that credit risk is thoroughly assessed and within the Bank’s risk appetite and the General Investment and Lending Policy by targeting the minimum completion ratio and timeline thresholds on annual reviews.

• Support in the timely completion of regular reporting for senior levels of management, including but not limited to Maturity Reporting, Annual Review Reporting, Commercial Dashboard, KPI/KRI, etc…

• Monitor pipeline workflow to ensure production and service metrics are met within prescribed timelines.

• Provide valuable timely feedback on team member performance to management.

• The incumbent is responsible for the management, organization, training and evaluation of any contract employees, interns, LDP Associates and job shadowing employees that are assigned to the department.

• Ensure Compliance and QA audits are reviewed in a timely manner, compile underwriter feedback on deficiencies, submit for the Director to review and record final results on the audit tracker.

• Assist in department projects or company initiatives, where needed

Let's Talk About You

• Strong leadership and coaching skills.

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

• Have a minimum of 7 years of experience in commercial real estate lending with a minimum of 2 years of management experience.

• Highly developed verbal and written communication skills with the ability to communicate to Senior Management, Partners and Borrowers in a clear, concise and professional manner.

• Proven ability to inspire a team to work toward a set of goals and objectives.

• Sound technical knowledge of commercial lending, financial statement analysis and factors affecting the Canadian commercial lending environment.

• Possess a detailed understanding of macro factors affecting the commercial real estate industry with an ability to understand, anticipate and react accordingly, to changing factors.

• Detail-oriented individual who possesses a high level of integrity.

• Demonstrated service excellence within their field.

• In-depth knowledge of AML/ATF regulations and Corporate/Legal documentation for commercial real estate in multiple jurisdictions across Canada.

• Proven ability to thrive in a constantly changing environment and to perform well in a high volume, high intensity environment.

• Effective analytical and problem solving skills.

• Strong organizational and time management skills.

• Ability to handle multiple competing priorities.

• Proficient in MS Office.

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.

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