Portfolio Manager

1 week ago

Toronto, Ontario, Canada EQ Bank | Equitable Bank Full time
Salary: $100,000 - $120,000 per year based on experience

About the Role:

This is a senior leadership position within EQ Bank | Equitable Bank's Commercial Credit team. As the Manager, CMHC Portfolio Management, you will be responsible for leading a team of credit professionals in the management of the CMHC Portfolio. This includes providing day-to-day leadership, mentoring and guidance to team members while ensuring the team operates efficiently and productively.

Key Responsibilities:
  • Establish and oversee procedures to ensure all aspects of CMHC Portfolio Management are thoroughly assessed and within the bank's risk appetite, Commercial Credit Policy and the General Investment and Lending Policy.
  • Reviewing and approving all aspects of CMHC Portfolio Management submitted by commercial mortgage underwriters (including Renewals, Assumptions, and Ad Hoc requests) within delegated limits and adjudicating the risk rating assessment for each file.
  • Provide guidance and assistance to external partners in formulating and implementing processes and procedures to gather required documents and information.
  • Develop, implement, and maintain productive working relationship with external partners through prompt, professional and effective communication.
  • Deliver excellent customer service by effectively managing commitments to a variety of partners, senior management, and other internal departments.
  • Ensure appropriate strategies are in place to deal with problem loans in order to minimize the risk of loss for the Bank.
  • Proactively manage and monitor upcoming maturities to make sure proper resources are available to handle the influx of renewals, extensions, and payouts.
  • Oversee ongoing, timely completion of reporting to support senior management and regulatory requirements (including maturities, renewal, loan extensions, Ad-Hoc, and the Quarterly Servicing Audit of CMHC loans files).
  • Assist with the recruitment and hiring of new staff.
  • Provide ongoing training and guidance to staff members, including regular staff meetings and one-on-one discussions with individual staff members.

About You:

We are seeking an experienced leader with a strong background in commercial real estate transactions, including CMHC-insured multi-unit commercial mortgages. The ideal candidate will have a minimum of 7 years of experience in this field and hold a post-secondary education (diploma/degree), preferably in business or finance. Bilingualism is an asset.

The successful candidate will possess strong leadership and coaching skills, with the ability to set strong examples for colleagues. They will also have a working knowledge of AML/ATF regulations and Corporate/Legal documentation for commercial real estate in multiple jurisdictions across Canada. Sound technical knowledge of commercial lending, financial statement analysis and factors affecting the Canadian commercial lending environment is also essential. Additionally, the candidate should be a detail-oriented individual with a high level of integrity, demonstrated service excellence, and proven ability to thrive in a constantly changing environment and perform well in a high volume, high intensity environment.

About the Benefits:

As a valued member of our team, you can expect a competitive discretionary bonus, market-leading RRSP match program, medical, dental, vision, life, and disability benefits, employee share purchase plan, maternity/parental top-up, generous vacation policy and personal days, virtual events to connect with your fellow colleagues, annual professional development allowance and a comprehensive career development program. We also offer a fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience.

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