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EQ Bank | Equitable Bank

Associate Regional Director – Commercial Origination

EQ Bank | Equitable Bank

Associate Regional Director originating and structuring commercial real estate loans for Equitable Bank. Managing partner relationships, loan pipelines, credit documentation, and site inspections in Montreal.

Posted 8/5/2026full-timeMontreal • 🇨🇦 CanadaLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in commercial mortgage transactions, including loan origination, analysis, and compliance with lending guidelines. Proficient in financial statement analysis and regulatory knowledge, with strong communication and customer service skills.

Highest-signal resume keywords
Commercial Mortgage ExperienceCredit SkillsFinancial Statement AnalysisReal Estate Secured Lending KnowledgeMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills
Loan OriginationLoan StructuringFinancial Ratio AnalysisRegulatory ComplianceAnalytical Skills
Soft Skills
Problem-Solving SkillsTime ManagementCustomer Service FocusTeam OrientationCommunication Skills
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft PowerPoint
Industry Keywords
Commercial Real EstateAML RegulationsATF RegulationsBank PoliciesBusiness Development

About the role

Key responsibilities & impact
  • Originate, analyze, and structure new loan opportunities across commercial real estate asset classes
  • Ensure transactions comply with lending guidelines, ROE requirements, and Bank policies and procedures
  • Prepare loan summaries before LOI or AOT issuance when required, for review and senior credit management presentation
  • Promote Equitable Bank and CFG brands through broker and industry events
  • Act as a customer advocate for brokers, partners, and clients
  • Communicate daily with Commercial Originations, credit, and funding teams
  • Manage the loan pipeline to meet prescribed deadlines
  • Travel for industry events, customer presentations, and site inspections
  • Assist with originating commercial mortgage transactions greater than $5,000,000
  • Issue Letters of Interest and Acknowledgment of Terms and complete site inspections

Requirements

What you’ll need
  • Post-secondary education (diploma/degree), preferably in business or finance, is required
  • Minimum 3 years of commercial mortgage experience as an analyst, account manager, or underwriter
  • Proficient credit skills
  • Sound knowledge of real estate secured lending and regulatory and macroeconomic factors affecting the commercial mortgage market
  • Excellent working knowledge of Microsoft Office, primarily Word, Excel, and PowerPoint
  • Effective analytical and problem-solving skills
  • Solid understanding of financial statements and financial ratio analysis
  • Working knowledge of AML/ATF regulations and corporate/legal documentation for commercial mortgages
  • Strong organization and time management skills, with the ability to handle multiple competing priorities
  • Commitment to strengthening business development, negotiation, and presentation skills
  • Ability to work independently in a team environment
  • Highly developed verbal and written communication skills
  • Strong customer service focus, industry knowledge, and team orientation
  • Successful completion of a criminal background check and credit check required for hire

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