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

Good 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

Robust 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

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📌 Intern – Residential Lending Strategy (Winnipeg)
🏢 Jobtailor
📍 Winnipeg