Renewal Portfolio Manager

3 weeks ago


Calgary, Alberta, Canada EQ Bank | Equitable Bank Full time

At EQ Bank | Equitable Bank, we're challenging the traditional banking experience and offering Canadians better options. As a Renewal Portfolio Manager, you'll play a key role in maintaining a professional relationship with borrowers and/or brokers whose mortgages are approaching maturity.

The ideal candidate will have 2-3 years of experience in a related field and a completed post-secondary program in a related discipline. Bilingual skills (English and French) are essential, as is strong customer service and negotiation skills. Computer literacy in MS Outlook, MS Word, and MS Excel is also required.

You'll be responsible for reviewing each individual file, assessing clients' needs, providing necessary information, and negotiating renewals within a predetermined pricing range. This includes working with authorized mortgage brokers and ensuring that all actions taken are accurately and consistently documented on the customer tracking database.

This is a hybrid role, with in-office time spent working from our additional office space located at 351 King Street East, Toronto, ON. We offer a fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience.

As a valued member of our team, you'll enjoy:

  • A competitive salary range: $60,000 - $80,000 per year
  • #Medical, dental, vision, life, and disability benefits
  • #Generous vacation policy and personal days
  • #Virtual events to connect with your fellow colleagues

We're deeply committed to inclusion and support our staff's growth both professionally and personally.



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