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Commercial Mortgage Coordinator, Portfolio Management, Commercial Finance Group (CFG)

Eqbank · Canada

Role overview

Join a Challenger 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. What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward. 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. We can’t wait to get to know you! The Work As part of a growing and dynamic Commercial Portfolio Management team, the Commercial Mortgage Coordinator is responsible for maintaining and updating management and portfolio pipeline reports as well as assisting team members with the day-to-day administration and management of the CFG book of loans. Duties include assisting Account Managers, Associate, and Analysts in communicating with clients regarding status of mortgages, coordinating the collection of documents required to complete renewals, modifications, annual reviews, etc., and administering renewals/modifications/annual reviews on PPlus. The Commercial Mortgage Coordinator will also help to ensure that files are AML (Anti-Money Laundering) compliant and assist with monthly/quarter-end reporting requirements

Visible requirements

On a monthly basis, the incumbent is responsible for the preparation, maintenance, and distribution of the Construction Progress Report. The incumbent will coordinate with Account Managers, Analysts, Servicers, and other internal and external stakeholders to obtain updated project information, validate the accuracy and completeness of all report inputs, and ensure reporting deadlines are met. The incumbent will assume end-to-end ownership of the reporting process and produce a high-quality repor…OSSD diploma Post-secondary education is considered an asset 1-3 years of Commercial mortgage administration and credit experience is a definite asset   Extensive working knowledge of MS Office (Word, Excel, Outlook, PowerPoint), Cyber Query and PPlus Ability to summarize/analyse raw data using excel (including VLOOKUPs, macros, pivot tables, and graphs) to generate clear and concise ad hoc reports for management use is a must    Excellent attention to deta…The position requires the incumbent to be a self-starter and make sound decisions as quickly and efficiently as possible.     The incumbent must understand “AML” guidelines in order to proactively resolve issues that may arise prior to renewal. Commercial mortgages can be complex in nature, requiring in depth reviews of documentation.     Understanding company guidelines and policies is critical with assisting the department in making sound lending…