At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions.
We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.
What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.
If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. We can’t wait to get to know you!
We can’t wait to get to know you!
The Core Responsibilities!
- Daily, the incumbent is responsible for carrying out the responsibilities of the Specialized Finance Collateral Management Team. These include, but are not limited to, management of the Purview tracking system and loan level collateral validation. (40%)
Daily, the incumbent will assist with the maintenance of borrowers monthly reporting, along with the set-up/update of loans in PPlus to track and manage deal flow. The incumbent will work closely with Analysts and Associates to follow for outstanding conditions. (25%)
Daily, the incumbent will process draw requests, ensuring all conditions for advances are met, including reviewing reporting and other relevant documentation, updating PPLUS, and working with Commercial Administration to ensure funds are sent on time. (25%)
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 team, which will be relied upon by Senior Management (10%).
Let's Talk About You!
- Bachelors’ degree considered an asset.
- Minimum of 1 year of commercial mortgage/administration experience.
- Working knowledge of MS Office (Word, Excel, Outlook, Power Point).
- Knowledge of PPlus considered an asset.
- 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.
Equity, Diversity & Inclusion
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. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
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. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
To learn more, visit eqb.investorroom.com and eqbank.ca.
Skills Required
- Minimum of 1 year of commercial mortgage or administration experience
- Working knowledge of Microsoft Office, including Word, Excel, Outlook, and PowerPoint
- Ability to create ad hoc Excel reports and import data for reports, spreadsheets, and graphs
- Ability to capture and document information thoroughly
- Problem-solving and analytical skills
- Time management and organizational skills
- Ability to manage multiple competing priorities
- Strong verbal and written communication skills
- Bachelor's degree
- Knowledge of PPlus
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
