Associate, Commercial Credit, Commercial Finance Group

EQ Bank | Equitable Bank

Associate, Commercial Credit in Equitable Bank supporting underwriting team in document fulfillment. Ensuring compliance with lending guidelines while managing multiple priorities.

Posted 4/15/2026full-timeMontreal • 🇨🇦 CanadaJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

Assist with the timely and efficient collection of documents for transactions
Communicate with internal and external contacts to ensure a deal is ready for underwriting
Scrutinize the files to ensure accurate receipt and assist underwriters in documentation
Verify personal net worth statements, agreements for purchase & sale, and commercial leases
Attend deal discussion meetings and record accurate notes on discussions
Prepare specific reports on assigned categories and contribute to special projects

Requirements

What you’ll need

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
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 professional manner

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

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

commercial mortgage administrationdata analysisreport creationdocument verificationfile scrutinyad hoc reportingdata importingExcelMS OfficePPlus

Soft Skills

attention to detailproblem solvinganalytical skillstime managementorganizational skillscommunication skillscreativityability to handle competing prioritiesthorough documentationprofessionalism

Certifications

Bachelor's degree