At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.

If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. Seeking an Associate, Commercial Finance Group in Montreal or Toronto, preferably bilingual (French/English). The Associate, CFG Credit is responsible for supporting the underwriting team in document fulfillment from receipt of deal through to the funding stages by acting as a liaison between underwriting, origination, funding and partner/borrower.

Additional duties are also required including assistance in due diligence prior to funding, reporting and special projects required by senior management. The incumbent will be working closely with the Commercial underwriting team, the Commercial Originations team, Commercial Funders and Administrators, Mortgage Services, Accounting/Finance and other internal departments. On a daily basis, the incumbent will assist with the timely and efficient collection of documents for transactions by communicating with internal contacts (i.e. underwriters, originators) and external contacts (i.e. partners, brokers, sponsors) to ensure a deal is ready for underwriting and subsequent funding.





The incumbent will also assist underwriters in the preparation of supporting documentation required as part of a credit submission like industry segmentation, aggregate exposure and fintrac (when it does not include down payment verification) (40%). On a daily, weekly basis, the incumbent will assist the underwriter with due diligence items such as verifying personal net worth statements, agreements for purchase & sale, commercial leases etc. (On a daily basis, the incumbent will attend deal discussion meetings and bi-weekly deal meetings and record accurate and detailed notes on discussions between originations, credit and risk. Notes will include a summary of the discussion, outlining identified risks and clear outcome for each deal discussed.

The incumbent is responsible for posting notes onto SharePoint (15%) On a daily, weekly, monthly, and quarterly basis the incumbent will be responsible for the preparation of specific reports on assigned categories as well as contributing to special projects required for the department/Company which will be relied upon by Senior Management (15%). Bachelors’ degree considered an asset Have a minimum of 5 years’ commercial mortgage administration experience Extensive working knowledge of MS Office (Word, Excel, Outlook, Power Point),



Cyber Query and PPlus Ability to create ad hoc reports in excel with practical knowledge in importing data for the use in report software, spreadsheets and graphs Commercial mortgages can be complex in nature, requiring in-depth reviews of documentation. Projects and Assignments may be diverse in nature, requiring creative and innovative thinking and proactive problem solving.

What we offer [For full-time permanent roles] Competitive discretionary bonus Market leading RRSP match program Medical, dental, vision, life, and disability perks Generous vacation policy and personal days Virtual events to connect with your fellow colleagues A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience Equity, Diversity & Inclusion EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond. As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position.

All candidates considered for hire must successfully complete a criminal background check and credit check.

TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.

📌 Associate, Commercial Credit, Commercial Finance Group (CFG) (Toronto)
🏢 Equitable Group
📍 Toronto