Commercial Account Manager, Portfolio Management
11 hours ago
Being a traditional bank just isn't our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.
How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you're passionate about redefining the future of banking—while having fun—this could be your next big opportunity.
Our company continues to grow, and today 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 ) one of the top banks in Canada on the Forbes World's Best Banks list since
The Work
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. The core parts of your role would be to:
- On a daily basis, the incumbent will manage renewals, assumptions, annual reviews, and ad-hoc requests, in order to meet prescribed deadlines. Attention must be made to ensure that compliance with the Bank's established lending guidelines, risk appetite, and procedures are followed with recommendations submitted to the appropriate level of authority for approval. The incumbent is responsible to ensure all lending criteria, including maintaining acceptable ROE thresholds, have been satisfied on deals underwritten, and outstanding documentation or conditions, if any, are being met in a timely manner.
- On a daily basis, the incumbent is responsible for ensuring superior customer service is being delivered.
- On a daily basis, the incumbent will communicate with external contacts (partners, brokers, counsel, etc.) and internal contacts (management, funders, coordinators, etc.) to ensure all transactions and ad-hoc requests are meeting prescribed deadlines in a timely and efficient manner while delivering superior customer service.
- On a daily basis, the incumbent will be responsible for contributing to special projects as assigned from time to time.
- 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
- The position requires an individual to be a self-starter and make sound underwriting decisions as efficiently as possible. The incumbent should be prepared to manage files of greater complexity at all times and shall possess strong cognitive skills, professional judgement and the ability to work independently with minimal supervision to properly assess individual transactions and rely on past experiences to assist in mitigating risk. The incumbent is required to follow corporate policies, procedures and regulatory requirements in order to work through files and rationalize the recommendations or decisions made. In some cases, viability is assessed with limited access to information or documentation. As such, the incumbent must be able to draw on specific product/document knowledge to assess suitability.
What we offer [For full-time permanent roles] 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
The incumbent will be working hybrid and in office time will be spent working from Equitable Bank's additional office space located at Ontario Street, Toronto, ON. Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone's diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.
We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position. We can't wait to get to know you
-
Manager, Commercial Property Accounting
4 days ago
Toronto, Ontario, Canada HighView Partners Full time $80,000 - $120,000 per yearBuild the Commercial Accounting Platform for a Leading Rental Real Estate Company and Shape the Foundation of a Growing Mixed-Use PortfolioYour New EmployerBased in Toronto, our client is a market-leading owner, operator, and developer of high-quality rental housing across North America. The organization is well known for its collaborative culture,...
-
Toronto, Ontario, Canada EQ Bank Full time $120,000 - $180,000 per yearJoin a Challenger Being a traditional bank just isn't our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians. How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you're passionate about redefining the future of banking—while having...
-
Portfolio Accounting Manager
2 weeks ago
Toronto, Ontario, Canada Beacon Software Full time $90,000 - $120,000 per yearPortfolio Accounting Manager Beacon Software is seeking an Accounting Manager to oversee accounting operations across our portfolio of software businesses. This role will own the accuracy, completeness, and timeliness of all accounting activities across 10–15 portfolio companies, coordinating closely with outsourced accounting resources and internal...
-
Account Manager, Commercial Banking
1 week ago
Toronto, Ontario, Canada DUCA Credit Union Ltd. Full time $69,956 - $100,000 per yearWhy DUCA?We're a vibrant, exciting credit union that lives its "profits with a purpose" philosophy in every financial transaction, product, interest rate, and community initiative we offer. Founded in 1954, DUCA has grown from a single branch credit union in Toronto to 19 branches across Southern Ontario with over 85,000 Members we are proud to serve.We...
-
Portfolio Analyst, Commercial Asset Management
21 hours ago
Toronto, Ontario, Canada First National Financial LP Full time $80,000 - $120,000 per yearWe are hiring a Portfolio Analyst, Commercial Asset ManagementReporting To:Associate Director and Team LeadFull-Time/Part- Time:Full-timePosting Date:December 2, 2025Closing Date:December 16, 2025Hours of Work:8:30 a.m. – 5:00 p.m.Grade:Office Location: 12.3 Toronto Great location Steps away from the main public transit station What we...
-
Portfolio Accounting Manager
2 weeks ago
Toronto, Ontario, Canada Beacon Software Full time $120,000 - $180,000 per yearBeacon Software is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M&A professionals to accelerate the scale of the ambition of the dozens of businesses we own and operate. We are supported by capital from tier-1 venture capital, crossover,...
-
Portfolio Accounting Manager
1 week ago
Toronto, Ontario, Canada Beacon Software Full time $120,000 - $180,000 per yearBeacon Software is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M&A professionals to accelerate the scale of the ambition of the dozens of businesses we own and operate. We are supported by capital from tier-1 venture capital, crossover,...
-
Portfolio Analyst, Commercial Asset Management
17 hours ago
Toronto, Ontario, Canada First National Financial LP Full time $80,000 - $120,000 per yearWe are hiringa Portfolio Analyst, Commercial Asset ManagementReporting ToAssociate Director and Team LeadFull-Time/Part- TimeFull-timePosting DateDecember 2, 2025Closing DateDecember 16, 2025Hours Of Work8:30 a.m. – 5:00 p.m.GradeOffice Location:12.3TorontoGreat location Steps away from the main public transit stationWhat We OfferHighly competitive...
-
Commercial Property Accountant
1 week ago
Toronto, Ontario, Canada Sterling Karamar Property Management Full time $60,000 - $90,000 per yearPurposeResponsible for organizing the full accounting cycle for portfolio of commercial real estate properties. This responsibility includes analysis and research to provide the organization with high quality accounting information.Main Responsibilities:Reporting: Prepare month-end journal entries.Monthly bank reconciliation and general ledger...
-
Commercial Account Manager
2 weeks ago
Toronto, Ontario, Canada NetApp Full time $180,000 - $250,000 per yearAbout NetAppNetApp is the intelligent data infrastructure company, turning a world of disruption into opportunity for every customer. No matter the data type, workload or environment, we help our customers identify and realize new business possibilities. And it all starts with our people.If this sounds like something you want to be part of, NetApp is the...
