Intern - Funding Support, Winter 2027

The Core Responsibilities of the Job:

1. Instruction Tasks:

• Collaborate with Partners: Work closely with Equitable Bank’s closing service provider to provide all necessary data and documentation required for solicitors/agents to initiate the closing process for property purchases or mortgage refinances.

• Effective Communication: Liaise with the Residential Credit Team to identify and resolve inconsistent information affecting the instruction process. Assign tasks for resolution, monitor progress, and verify corrections to ensure quality outcomes.

• Document Review: Conduct detailed reviews of documentation from the lending portal

• Data Management: Update systems and portals as necessary to tailor borrower data based on loan product and type.

• Insurance Documentation: Prepare insurance documents with precision, ensuring borrower information is accurate and comprehensive.

• Compliance Assurance: Verify that legal representatives meet all Equitable Bank integrity and compliance standards.

• Attention to Detail: Maintain a high level of accuracy and thoroughness in all tasks and documentation.

• Deadline Management: Operate effectively under tight deadlines in a fast-paced environment, prioritizing tasks to meet Service Level Agreements (SLAs).

• Stakeholder Commitment: Address rush loans and reinstructions promptly, ensuring professional communication and a commitment to excellence for stakeholders and borrowers.

• Quality Assurance: Complete and review reports to ensure adherence to Quality Assurance standards and protocols.

2. Post-Funding Tasks

• Portal Monitoring: Oversee the EQB closing service provider’s portal to ensure that funds have been appropriately disbursed by lawyers to designated parties.

• Post-Funding Responsibilities: Execute essential post-funding activities, including:

• Set up pre-authorized payment arrangements.

• Generate and distribute welcome letters.

• Verify the accuracy of property and mailing addresses.

• Update borrower risk ratings.

• Configure Lines of Credit on the servicing portal.

• Process payments to business partners and brokers.

• Complete administrative tasks necessary to finalize mortgage loan setups.

• Task Management: Leverage the Post-Funding Checklist to confirm the accurate and timely completion of all updates and processes.

• Quality Assurance: Ensure all reporting and post-funding actions adhere to Quality Assurance standards.

• Issue Resolution: Collaborate with solicitors and the closing service provider to identify and resolve any deficiencies or discrepancies.

3. Final Reporting

• Final Report Review: Analyze final reports submitted by solicitors to ensure Equitable Bank’s mortgage registration complies with the terms and requirements outlined in the commitment.

• Loan Status Updates: Accurately update loan statuses to reflect the receipt and review of final reports.

• Follow-Up and Escalation: Proactively follow up with solicitors regarding outstanding final reports. Escalate unresolved cases to management for further action.

• Formal Demands: Draft and issue formal demand letters when required, ensuring adherence to regulatory and procedural standards.

• Mortgage Amendments: Manage the Agreement Amending Mortgages process, including:

• Preparing documentation for management approval.

• Securing legal authorization as necessary.

• Providing a witness signature and maintaining accurate recordkeeping of finalized documents.

• Coordinating the return of completed documents to third-party service provider and lawyers.

Let's Talk About You!

• Currently enrolled in or recently completed a post-secondary program in Business, Communications, Information Technology, Data Analytics, or a related field.

• Excellent attention to detail.

• Established and meticulous time management and organizational skills.

• Knowledge of mortgages.

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

• Strong written and verbal communication skills with the ability to respond in a clear and professional manner.

• Demonstrated ability to use Microsoft Office.

• Logical thinker with ability to multi-task.

• Post-secondary education (diploma).

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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