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About the Role

As part of a growing and dynamic Commercial Portfolio Management team, this role is responsible for determining information and documents required for annual reviews, coordinating their collection, maintaining pipeline reporting, overseeing site inspections, and supporting renewal coordinator functions.

Responsibilities

• Determine information/documentation requirements for annual reviews, including complex loan structures, and communicate these to clients, brokers, and lending partners.
• Maintain and update annual review pipeline reporting and review provided documents.
• Maintain and update site inspection reporting for renewals and annual reviews, and review received site inspections.
• Manage workflow to meet prescribed deadlines.
• Communicate with internal and external contacts to ensure timely and efficient transaction processing.
• Provide coverage for the Renewal Coordinator, including communications, daily reporting, and administering renewals/extensions.
• Contribute to special projects as assigned.

Requirements

• Post-secondary education (diploma/degree), preferably in business or finance.
• A minimum of 2 years’ commercial mortgage administration and/or credit experience.
• Prior experience completing and reviewing site inspections is an asset.
• Good working knowledge of MS Office (primarily Outlook, Word and Excel).
• Ability to handle competing priorities and work well under pressure.
• Good time management and organizational abilities.
• Strong attention to detail.
• Well-developed verbal and written communication skills.
• Team player.
• Bilingualism is an asset.
• Must successfully complete a criminal background check and credit check.

Skills

• MS Office (Outlook, Word, Excel)
• Time management
• Organizational abilities
• Attention to detail
• Verbal communication
• Written communication

Location

• Toronto, ON

Work Type

• Hybrid
• Internship

Experience Level

• Intern
• 2 years experience

Education Level

• Post-secondary education (diploma/degree)

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
• Professional development and comprehensive Career Development program

About the Company

• EQ is remaking banking so every Canadian gets ahead, every day.
• EQ offers a wide variety of financial services from banking and lending, to trust and credit union solutions.
• EQ has been challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences since 1970.
• EQB Inc. 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.