Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
The Specialized Finance Collateral Specialist is responsible for validating the underlying collateral associated with each Specialized Finance transaction to ensure accuracy and adherence to credit agreement terms. This role involves loan set-up, completion of draw requests, special projects, and AML/KYC review, working closely with various internal departments and external parties.
Responsibilities
- Manage the Purview tracking system and perform loan-level collateral validation.
- Assist with the maintenance of borrowers' monthly reporting.
- Set up and update loans in PPlus to track and manage deal flow.
- Follow up with Analysts and Associates for outstanding conditions.
- Process draw requests, ensuring all conditions for advances are met.
- Review reporting and relevant documentation for draw requests.
- Update PPLUS with draw request information.
- Work with Commercial Administration to ensure timely fund disbursement.
- Prepare specific reports on assigned categories.
- Contribute to special projects required for the team.
Requirements
- Minimum of 1 year of commercial mortgage/administration experience.
- Working knowledge of MS Office (Word, Excel, Outlook, Power Point).
- Ability to create ad hoc reports in Excel with practical knowledge in importing data for report software, spreadsheets, and graphs.
- Proven ability to capture and document information thoroughly.
- Creatively solve problems and propose solutions with minimal direction.
- Excellent attention to detail.
- Strong problem-solving and analytical skills.
- Excellent time management and organizational skills.
- Ability to handle multiple competing priorities.
- Highly developed verbal and written communication skills with the ability to respond clearly, concisely, and professionally.
- Must successfully complete a criminal background check and credit check.
Skills
- MS Office (Word, Excel, Outlook, Power Point)
- PPlus
- Excel reporting
- Data import
- Problem-solving
- Analytical skills
- Time management
- Organizational skills
- Communication skills
Location
- Canada
Work Type
- Full-time
Experience Level
- Minimum 1 year of commercial mortgage/administration experience
Education Level
- Bachelors’ degree 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
- Professional development and comprehensive Career Development program
About the Company
- EQ is remaking banking to help every Canadian get ahead, offering financial services from banking and lending to trust and credit union solutions.
- Founded in 1970, EQ challenges banking conventions with smarter, faster, and more connected financial experiences.
- EQB Inc. is the parent company of Equitable Bank, Canada's seventh-largest Schedule I bank by assets, operating as 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 honour and celebrate diverse experiences, identities, and perspectives.
- 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.