The core parts of your role would be to:
On a daily basis, the incumbent will assist with the timely and efficient processing of transactions by communicating with internal contacts (i.e. underwriters, funders, QA, treasury) to obtain and review required documentation while also acting as a liaison between various groups within the department. The incumbent will scrutinize the contents of the files to ensure accurate transfer of information to our internal systems. The incumbent must also ensure that AML/QA requirements are dealt with in a timely and accurate manner (35%).
On a daily basis, the incumbent will update/maintain the departments’ pipeline report along with the set-up/update of loans in SIT to track and manage deal flow. The incumbent will work closely with the underwriters to follow for outstanding conditions (35%).
On a daily, weekly, monthly, and quarterly basis the incumbent will be responsible for the preparation of specific reports on assigned categories as well as contributing to special projects required for the department/Company which will be relied upon by Senior Management (15%).
On a daily basis, the incumbent is responsible for time management of their work flow in order to meet prescribed deadlines (15%).
Let's Talk About You!
OSSD diploma, post-secondary education is considered an asset
Have a minimum of 2 years’ commercial mortgage/administration experience
Extensive working knowledge of MS Office (Word, Excel, Outlook, Power Point)
Strong analytical skills
Strong Organizational skills
Ability to handle multiple competing priorities
Excellent time management skills
Highly developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner
Job Complexities / Thinking Challenges
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What We Do
MakeBank on everyday banking: Earn high interest on every dollar Say no to fees No minimum balances Powered by Equitable Bank, a Schedule I Canadian Bank EQB Inc. (formerly Equitable Group Inc.) trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C), directly serves over 607,000 Canadians through its wholly owned subsidiary Equitable Bank, Canada's Challenger Bank™, and serves over 200 Canadian credit unions that serve over 6 million of their members with products and services. Equitable Bank has grown to become Canada's 7th largest independent Schedule I bank with over a $119 billion in assets under management and assets under administration, and a clear mandate to drive real change in Canadian banking to enrich people's lives. At Equitable Bank, we are as invested in our employees as we are in our business. That’s why we are consistently recognized as one of Canada's Top Employers – a rating that comes from our 1,800 employees. Equitable Bank’s inclusive, welcoming, and pride-inducing workplace earned it the honour of being recognized as one of the top 50 organizations on the 2023 list of Canada’s Best Workplaces™. Founded over 50 years ago, Equitable Bank provides diversified personal and commercial banking, and through its EQ Bank platform (eqbank.ca), which has been named #1 Bank in Canada for three consecutive years on the Forbes World's Best Banks list for 2021, 2022, and 2023. Equitable Bank website: www.equitablebank.ca EQ Bank website: www.eqbank.ca Specialties Lending, Mortgages, Residential Lending, Commercial Lending, Reverse mortgages, Insurance lending, Equipment leasing , Credit Union, Trust, and Funds Management
