Commercial Account Manager - Portfolio Management

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🕒 July 5, 2025

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EQ Bank | Equitable Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1970

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

EQ Bank | Equitable Bank is a Canadian financial institution that provides a wide range of banking products and services. They offer residential mortgage products, commercial lending, insurance lending, and reverse mortgages. In addition to lending, the bank provides savings and investment solutions such as high-interest savings accounts (HISAs) and Guaranteed Investment Certificates (GICs). Equitable Bank is a member of the Canada Deposit Insurance Corporation (CDIC), ensuring protection for customer deposits. The bank is committed to financial literacy and support for diverse communities in Canada.

📋 Description

• Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. • Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. • You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together. • We are a big (and growing!) family. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. • Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. • Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. • Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021. • As part of a growing and dynamic Commercial Portfolio Management team, the Account Manager is responsible for underwriting renewals, assumptions, and annual reviews relating to all commercial mortgage product types. • The Account Manager must adhere to established policies and underwriting standards, meeting compliance and control requirements, while providing solutions to clients in a timely manner in order to achieve service goals, as well as annual retention targets. • Additional credit related and administrative duties are required, such as reporting, pipeline management, as well as managing relationships with external business partners and various staff within the Commercial Department & other internal departments.

🎯 Requirements

• Proficient underwriting skills preferably with a minimum 3-5 years’ commercial mortgage experience and/or SFR underwriting experience • Working knowledge of AML/ATF regulations and Corporate/Legal documentation for commercial real estate in multiple jurisdictions across Canada • Post-secondary education (diploma/degree) preferably in business or finance • Bilingualism (French/English) is considered an asset • Sound technical knowledge of commercial real estate underwriting, financial statement analysis and factors affective the commercial mortgage market • Good working knowledge of MS Office (primarily Word and Excel) • Effective analytical and problem solving skills • Strong organizational and time management skills • Ability to handle multiple competing priorities • Strong negotiation skills • Demonstrated ability to work independently to achieve goals • Highly developed verbal and written communication skills with the ability to communicate to Senior Management and Partners in a clear, concise and professional manner

🏖️ Benefits

• 💰 Competitive discretionary bonus • ✨ Market leading RRSP match program • 🩺 Medical, dental, vision, life, and disability benefits • 📝 Employee Share Purchase Plan • 👶🏽 Maternity/Parental top-up while you care for your little one • 🏝 Generous vacation policy and personal days • 🖥 Virtual events to connect with your fellow colleagues • 🎓 Annual professional development allowance and a comprehensive Career Development program • 💛 A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience