Let's talk about the role!
- Plan, develop, write and edit SOPs and user manuals used by the Business Units
- Work closely with Managers to document SOPs for functions handled within each team
- Update SOPs to reflect changes resulting from business process review, new product launch, legislative changes, etc.
- Reviews SOPs for completeness, accuracy, formatting, and grammar in the electronic document management system to maintain company standards
- Maintenance and version control of the department policy manuals. The policy manuals must be accurate and kept up to date to ensure conformance with regulatory requirements
- Liaise with Management and the various teams to maintain a strong understanding of existing products and procedures
- Update training materials to reflect any changes resulting from business process review, system upgrades, new product launch, legislative changes, etc.
- Create communications to inform staff of updates to policies, procedures, technology, upcoming training events, and any new initiatives
- Maintains and controls document control logs for document assignment and change controls
Let's talk about you!
- 3 years of experience in a mortgage related role
- 3 years of experience writing procedural documentation and policy manuals
- University/College Degree in finance, business or related field
- Certificate in Technical Writing is preferred
- Technical writing skills are required
- Knowledge of commercial and residential lending products, related terminology and provincial and federal legislations
- Solid knowledge of various software packages, including, MS Excel, Word, Power Point and web-based applications
- Strong organizational, time management and communication (both oral and written) skills
- Proven ability to work both independently and collaboratively
- Knowledge in SharePoint and Madcap Flare are definite assets
- Knowledge in Snagit and Camtasia are definite assets
- Sense of humor and the ability to work with different personalities
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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
