Commercial Mortgage Coordinator, Portfolio Management, Commercial Finance Group

EQ Bank | Equitable Bank

Commercial mortgage coordinator administering EQ Bank’s commercial loan book and portfolio reports. Supporting renewals, annual reviews, AML compliance, construction advances, and management reporting.

Posted 8/18/2026full-timeToronto • 🇨🇦 CanadaJuniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in commercial mortgage administration, including processing renewals and compliance with AML guidelines. Proficient in data analysis and reporting, utilizing tools like Excel and PPlus to deliver actionable insights.

Highest-signal resume keywords

Commercial Mortgage AdministrationData Analysis Using ExcelPPlus ProficiencyAML Compliance UnderstandingVerbal And Written Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryLoan Detail ChangesVLOOKUPMacrosPivot TablesGraphsConstruction Progress ReportingPricing Quotes GenerationDocumentation CollectionFunding Coordination

Soft Skills

Attention To DetailTeam PlayerAbility To Work Under PressureClear CommunicationProfessionalism

Tools & Technologies

MS OfficeCyber QueryPPlus

Certifications & Qualifications

OSSD DiplomaPost-Secondary Education

Industry Keywords

AML GuidelinesCommercial FinanceRisk ManagementLoan Book AdministrationRenewal Conditions

About the role

Key responsibilities & impact

Prepare, maintain, and distribute the Construction Progress Report monthly
Coordinate with Account Managers, Analysts, Servicers, and internal and external stakeholders to obtain and validate project information
Own the end-to-end reporting process and produce high-quality reports for Risk Management
Support daily administration of the commercial loan book with Account Managers
Generate pricing quotes and request and review due diligence materials
Follow up on outstanding renewal or annual review conditions, AML documentation, and mortgage payouts
Process mortgage renewals, extensions, annual reviews, and loan detail changes in PPlus
Track renewal conditions and ensure AML guidelines are met before administering transactions
Communicate with internal and external contacts to process transactions efficiently and deliver customer service
Update renewal and annual review pipeline reports
Prepare departmental management reports for month-end and quarter-end
Assist with construction loan sub-advances, documentation collection, data entry, advance reconciliation, and funding coordination
Support AML compliance and reporting requirements for the Commercial Finance Group loan book

Requirements

What you’ll need

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, including Word, Excel, Outlook, and PowerPoint
Working knowledge of Cyber Query and PPlus
Ability to summarize and analyse raw data in Excel using VLOOKUPs, macros, pivot tables, and graphs
Excellent attention to detail
Highly developed verbal and written communication skills
Ability to respond clearly, concisely, and professionally
Ability to work well under pressure
Team player
Understanding of AML guidelines, company guidelines, and policies
Ability to independently transform raw data into clear, actionable reports

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
Generous vacation policy and personal days
Virtual events to connect with colleagues
Professional development and comprehensive Career Development program
Fulfilling opportunity to join a top FinTech and help create a new kind of banking experience
Barrier-free recruitment process and work environment
Accommodation support during recruitment
Criminal background check and credit check for candidates considered for hire