Commercial Account Manager, Portfolio Management, BES

1 month ago

Toronto, Canada Equitable Bank Full time

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.

Let’s Talk About You

Proficient underwriting skills preferably with a minimum 3-5 years’ commercial mortgage experience and/or SFR underwriting experienceWorking knowledge of AML/ATF regulations and Corporate/Legal documentation for commercial real estate in multiple jurisdictions across CanadaPost-secondary education (diploma/degree) preferably in business or financeBilingualism (French/English) is considered an assetSound technical knowledge of commercial real estate underwriting, financial statement analysis and factors affective the commercial mortgage marketGood working knowledge of MS Office (primarily Word and Excel)Effective analytical and problem solving skillsStrong organizational and time management skillsAbility to handle multiple competing prioritiesStrong negotiation skillsDemonstrated ability to work independently to achieve goalsHighly developed verbal and written communication skills with the ability to communicate to Senior Management and Partners in a clear, concise and professional manner

Job Complexities / Thinking Challenges:

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.#LI-Hybrid

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