Job Responsibilities

- Support Mortgage Retention and HELOC strategies and initiatives to drive customer retention and HELOC product growth
- Contribute alongside cross-functional teams to the business unit's overall strategy and direction
- Assist in discovery and planning for strategic and tactical topics including customer retention, portfolio growth, pricing, operational efficiency, and regulatory matters
- Support development of business cases using qualitative fact finding and quantitative modeling
- Develop familiarity with internal systems and gather data from internal sources
- Support execution of product improvements and initiatives
- Design, build, and manage Power BI and Excel dashboards consolidating portfolio metrics
- Develop presentation materials with key data and portfolio insights
- Refine processes to enable quicker analysis turnaround
- Support quantitative methods and Excel models to develop decision-making insights
- Provide data and analysis to cross-functional teams
- Support strategic planning through financial modeling, market research, and presentation development
- Present insights and recommendations based on research and data analysis

Requirements

- Currently enrolled in University or College program (Finance, Business, Accounting or Economics is preferred)
- Extensive working knowledge of MS Office (Word, Excel, Outlook, Power Point, SQL)
- Strong analytical skills
- Strong organizational skills




- Ability to handle multiple competing priorities
- Positive time management skills
- Highly developed verbal and written communication skills with the ability to respond in a clear, concise, and professional manner
- Must submit transcript and resume in one document
- All candidates considered for hire must successfully complete a criminal background check and credit check

Core Competencies

Demonstrates strong analytical and organizational skills to support mortgage retention and HELOC strategies, utilizing financial modeling and data analysis to drive customer retention and product growth. Proficient in developing dashboards and presentation materials to communicate insights effectively.

Highest-signal resume keywords

- Financial Modeling
- Data Analysis
- Power BI Dashboard Development
- MS Office Proficiency
- Strong Analytical Skills

ATS Optimization Keywords

Hard Skills

- Financial Modeling
- Data Analysis
- SQL
- Excel
- Power BI
- Quantitative Methods
- Portfolio Metrics
- Business Case Development
- Operational Efficiency
- Market Research

Soft Skills

- Strong Organizational Skills
- Time Management
- Verbal Communication
- Written Communication
- Ability to Handle Competing Priorities

Industry Keywords

- Mortgage Retention
- HELOC Strategies
- Customer Retention
- Portfolio Growth
- Regulatory Matters

Tools & Technologies

- MS Office
- Power BI
- Excel

📌 Intern - Residential Lending Strategy (Toronto)
🏢 Jobtailor
📍 Toronto