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About the Role

As part of a growing and dynamic Commercial Portfolio Management team, the Commercial Mortgage Coordinator is responsible for maintaining and updating management and portfolio pipeline reports, and assisting team members with the day-to-day administration and management of the CFG book of loans. Duties include assisting Account Managers, Associate, and Analysts in communicating with clients regarding status of mortgages, coordinating the collection of documents required to complete renewals, modifications, annual reviews, and administering renewals/modifications/annual reviews on PPlus. The Commercial Mortgage Coordinator will also help to ensure that files are AML compliant and assist with monthly/quarter-end reporting requirements.

Responsibilities

Prepare, maintain, and distribute the Construction Progress Report on a monthly basis, coordinating with stakeholders to obtain updated project information, validate accuracy, and ensure deadlines are met.
Assume end-to-end ownership of the reporting process to produce a high-quality report for Risk Management.
Work closely with Account Managers in the administration of the loan book on a daily basis, generating pricing quotes, requesting due diligence materials, and assisting in their review.
Follow up for any outstanding conditions precedent to renewal/annual review, including AML documentation review, and follow up for mortgage payouts for accounts not being renewed.
Process all mortgage renewals, extensions, annual reviews, and other loan detail changes on PPlus on a daily basis.
Assist with tracking conditions precedent to renewals and work with team members to ensure AML guidelines are met.
Ensure all conditions are signed off by the underwriter or appropriate approval authority prior to administering a renewal/extension/annual review on PPlus.
Communicate with internal and external contacts daily to ensure transactions are processed in a timely and efficient manner.
Update renewal/annual review pipeline reports daily.
Prepare specific departmental management reports for month/quarter-end.
Assist Analysts with the preparation and administration of construction loan sub advances on an ad hoc basis.
Support the collection and review of required documentation, data entry, reconciliation of advance calculations, and coordination with internal stakeholders for timely processing of funding requests while maintaining compliance.

Requirements

OSSD diploma
1-3 years of Commercial mortgage administration and credit experience is a definite asset
Extensive working knowledge of MS Office (Word, Excel, Outlook, PowerPoint), Cyber Query and PPlus
Ability to summarize/analyse raw data using excel (including VLOOKUPs, macros, pivot tables, and graphs) to generate clear and concise ad hoc reports for management use is a must
Excellent attention to detail
Highly developed verbal and written communication skills with the ability to respond in a clear, concise, and professional manner
Works well under pressure
Excellent communication skills
Excellent written skills
Team player
Self-starter capable of making sound decisions quickly and efficiently
Understanding of AML guidelines
Understanding of company guidelines and policies
Independent analysis/transforming of raw data into clear, actionable reports using advanced Excel techniques to support management decisions

Skills

MS Office (Word, Excel, Outlook, PowerPoint)
Cyber Query
PPlus
Excel data analysis (VLOOKUPs, macros, pivot tables, graphs)
AML guideline understanding
Communication skills
Written skills
Attention to detail

Location

Toronto, ON

Work Type

Hybrid

Experience Level

1-3 years

Education Level

OSSD diploma
Post-secondary education is considered an asset

Benefits

Competitive discretionary bonus
Market leading RRSP match program
Medical, dental, vision, life, and disability benefits
Employee Share Purchase Plan
Maternity/Parental top-up
Generous vacation policy and personal days
Virtual events to connect with your fellow colleagues
Professional development and comprehensive Career Development program

About the Company

EQ, serving nearly 4 million Canadians, offers a wide variety of financial services from banking and lending, to trust and credit union solutions.
Challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences since 1970.
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.

Equal Opportunity

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.