Senior Analyst, Residential Lending Experience – Performance

EQ Bank | Equitable Bank

Senior Analyst responsible for residential lending experience and performance at Equitable Bank. Collaborating across teams, ensuring operational transparency and broker satisfaction.

Posted 6/18/2026full-timeToronto • 🇨🇦 CanadaSeniorWebsite

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

residential lendingfinancial services operationsstrategyKPIdashboardsperformance metricsanalytical skillsproblem-solving skillsdata translationexecutive presentation

Soft Skills

communication skillsfacilitationinfluenceorganizationproactivitytime managementbroker experience orientationcustomer experience orientation

Tools & Technologies

MS ExcelPowerPointBI tools

Industry Keywords

residential mortgage lifecycleperformance reportingsenior leadershipqualitative feedbackthematic insights

About the role

Key responsibilities & impact

Facilitate daily huddles to review and coordinate support on applications that fall outside of standard KPIs.
Serve as a central point for clarifying next steps on problem deals, ensuring accountability, and reinforcing consistent approaches to deal resolution.
Investigate deal status and timelines from escalated broker inquiries or complaints.
Act as a trusted facilitator to support alignment and follow-through across functions.
Monitor and interpret key performance indicators across the end-to-end residential lending lifecycle.
Prepare clear, concise reporting tailored to different audiences.
Promote transparency and shared accountability by ensuring teams understand how performance metrics connect to broker experience and business outcomes.
Prepare and present performance metrics, insights, and thematic findings in senior leadership forums.
Develop executive-ready materials that highlight trends, risks, and opportunities.
Design and distribute surveys and synthesize qualitative feedback into clear themes and insights.

Requirements

What you’ll need

3-5 years of experience in residential lending, financial services operations, strategy, or a related field.
Strong understanding of the end-to-end residential mortgage lifecycle.
High level of comfort working with KPIs, dashboards, and performance metrics.
Demonstrated experience preparing and presenting materials to senior leadership.
Strong analytical and problem-solving skills with the ability to translate data into actionable insights.
Excellent verbal and written communication skills, with confidence facilitating discussions across senior and peer-level stakeholders.
Ability to influence outcomes in a matrixed environment without formal authority.
Highly organized, proactive, and able to manage multiple priorities under time constraints.
Strong broker and customer experience orientation.
Advanced proficiency in MS Excel and PowerPoint; experience with BI tools is an asset
French language is an asset
Post-secondary education in business, finance, or a related field preferred

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