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Intern – Commercial Portfolio Management
EQ Bank | Equitable Bank. Determine the information/documentation requirements for upcoming annual reviews, including complex loan structures, and communicate requirements to clients, brokers, and lending partners .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial mortgage administration and credit processes, with strong capabilities in managing documentation requirements, workflow efficiency, and customer service. Proficient in utilizing MS Office tools and supporting technology solutions such as RESTful APIs and ETL integrations.
Highest-signal resume keywords
Commercial Mortgage AdministrationCredit ExperienceMS Office ProficiencyWorkflow ManagementBilingualism
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commercial Mortgage AdministrationCredit ExperienceSite Inspection ReviewRESTful API DevelopmentETL IntegrationPower Platform SolutionsAI IntegrationMicroservice SolutionsDigital Payment Capabilities
Soft Skills
Time ManagementOrganizational AbilitiesAttention to DetailVerbal CommunicationWritten CommunicationTeam Player
Certifications & Qualifications
Post-Secondary Education
Industry Keywords
Commercial LendingLoan StructuresAnnual ReviewsClient CommunicationBroker CommunicationLending Partner Communication
Tech Stack
Tools & technologiesETL
About the role
Key responsibilities & impact- Determine the information/documentation requirements for upcoming annual reviews, including complex loan structures, and communicate requirements to clients, brokers, and lending partners
- Maintain and update annual review pipeline reporting and review submitted documents before forwarding them to the Account Manager
- Maintain and update site inspection reporting for renewals and annual reviews; identify and escalate problematic inspections
- Manage workflow to meet prescribed deadlines
- Communicate with internal and external contacts to ensure transactions are processed efficiently and provide superior customer service
- Provide vacation coverage for the Renewal Coordinator, including client, broker, and lending partner communications, daily reporting, and administering renewals/extensions
- Contribute to special projects as assigned
- Support the design, development, testing, and support of RESTful APIs, ETL integrations, Power Platform solutions, and AI-enabled capabilities within the Commercial Lending Technology team
- Support AI integrations, LLM-powered workflows, intelligent agents, and automated business processes
- Contribute to secure, scalable, reusable interoperability and microservice solutions supporting digital payment capabilities
Requirements
What you’ll need- Post-secondary education (diploma/degree), preferably in business or finance
- A minimum of 2 years’ commercial mortgage administration and/or credit experience
- Prior experience completing and reviewing site inspections an asset
- Good working knowledge of MS Office (primarily Outlook, Word and Excel)
- Ability to handle competing priorities and work well under pressure
- Good time management and organizational abilities
- Strong attention to detail
- Well developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner
- Team player
- Bilingualism is an asset
- Candidates must submit their transcript and resume in one document
Benefits
Comp & perks- Competitive discretionary bonus
- Market leading RRSP match program
- Medical, dental, vision, life, and disability benefits
- Employee Share Purchase Plan
- Maternity/Parental top-up while you care for your little one
- Generous vacation policy and personal days
- Virtual events to connect with your fellow colleagues
- Professional development and comprehensive Career Development program
- A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience