Associate, Commercial Credit, Commercial Finance Group (CFG)
EQ Bank | Canada's Challenger Bank · CA
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About the Role
The Associate, CFG Credit is responsible for supporting the underwriting team in document fulfillment from receipt of deal through to the funding stages by acting as a liaison between underwriting, origination, funding and partner/borrower. They will ensure compliance with the Company’s established lending guidelines and specific deal requirements. Additional duties include assistance in due diligence prior to funding, reporting and special projects required by senior management.
Responsibilities
- Support transactions by communicating with internal and external contacts to ensure a deal is ready for underwriting and subsequent funding.
- Scrutinize files to ensure accurate receipt.
- Assist underwriters in the preparation of supporting documentation required as part of a credit submission.
- Assist the underwriter with due diligence items such as verifying personal net worth statements, agreements for purchase & sale, and commercial leases.
- Attend deal discussion meetings and bi-weekly deal meetings and record accurate and detailed notes on discussions between originations, credit and risk.
- Prepare specific reports on assigned categories and contribute to special projects required for the department/Company.
- Manage workflow to meet prescribed deadlines.
Requirements
- Bachelors’ degree considered an asset
- Minimum of 5 years’ commercial mortgage administration experience
- Extensive working knowledge of MS Office (Word, Excel, Outlook, Power Point), Cyber Query and PPlus
- Ability to create adhoc reports in excel with practical knowledge in importing data for the use in 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 in a clear, concise and professional manner
- Must successfully complete a criminal background check and credit check.
Skills
- MS Office (Word, Excel, Outlook, Power Point)
- Cyber Query
- PPlus
- Adhoc reporting in Excel
- Data import for report software, spreadsheets and graphs
- Information capture and documentation
- Problem-solving
- Attention to detail
- Analytical skills
- Time management
- Organizational skills
- Communication skills (verbal and written)
Location
- Canada
Work Type
- Full-time
Experience Level
- 5 years
Education Level
- Bachelors’ 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 to connect with your fellow colleagues
- Professional development and comprehensive Career Development program
About the Company
- EQ is remaking banking so every Canadian gets ahead, every day.
- Serving nearly 4 million Canadians from coast to coast, EQ 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. 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.