The core parts of your role would be to: 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 scrutinize the files to ensure accurate receipt.

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. (20%) 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%).

On a daily basis, the incumbent is responsible for time management of their work flow in order to meet prescribed deadlines (10%).

Let's Talk About You! 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 adhoc reports in excel with practical knowledge in importing data for the use in report software, spreadsheets and graphs Proven ability to capture and document information thoroughly Creatively solve problems and propose solutions with minimal direction.

Excellent attention to detail.

Strong problem solving and analytical skills Excellent time management and organizational skills Ability to handle multiple competing priorities Highly developed verbal and written communication skills with the ability to respond in a clear, concise and skilled manner 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

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