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Commercial Portfolio Manager

2 months ago


Toronto, Ontario, Canada Equitable Bank Full time

Job Summary:

We are seeking a highly skilled and experienced Commercial Portfolio Manager to join our team at Equitable Bank. As a key member of our Commercial Portfolio Management team, you will be responsible for underwriting renewals, assumptions, and annual reviews for commercial mortgage products.

Key Responsibilities:

  • Underwrite renewals, assumptions, and annual reviews for commercial mortgage products
  • Adhere to established policies and underwriting standards, meeting compliance and control requirements
  • Provide solutions to clients in a timely manner to achieve service goals and annual retention targets
  • Manage relationships with external business partners and various staff within the Commercial Department and other internal departments
  • Contribute to special projects as assigned from time to time

Requirements:

  • Proficient underwriting skills 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 affecting the commercial mortgage market
  • Good working knowledge of MS Office (primarily Word and Excel)
  • Strong organizational and time management skills
  • Highly developed verbal and written communication skills with the ability to communicate to Senior Management and Partners in a clear, concise, and professional manner

What We Offer:

  • Market leading RRSP match program
  • Medical, dental, vision, life, and disability benefits
  • Generous vacation policy, personal days, and even a moving day
  • Virtual events to connect with your fellow colleagues
  • A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience