Commercial Account Manager, Portfolio Management

Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.

How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity.

Our company continues to grow, and today we serve more than 800,000 customers across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $142 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

As part of a growing and dynamic Commercial Portfolio Management team, the Account Manager is responsible for underwriting renewals, assumptions, and annual reviews relating to all commercial mortgage product types. The Account Manager must adhere to established policies and underwriting standards, meeting compliance and control requirements, while providing solutions to clients in a timely manner in order to achieve service goals, as well as annual retention targets. Additional credit related and administrative duties are required, such as reporting, pipeline management, as well as managing relationships with external business partners and various staff within the Commercial Department & other internal departments.