EQ Bank | Equitable Bank

Solutions Engineer

• The Staff Engineer plays a key role within the Infrastructure Solutions team, defining infrastructure strategies and roadmaps with a strong emphasis on network engineering initiatives.
• This role will involve finalizing designs and technical implementations that align with the architecture established by the Enterprise Architecture function, ensuring optimal use of technology within the organization.
• The specialist will contribute to the development of policies, processes, and procedures for Infrastructure & Operations (I&O) and provide expert advice on technology utilization to enhance overall enterprise value.
• In addition to these responsibilities, the position will focus on creating robust network architectures and developing high-level designs that meet business requirements.
• This includes designing network topologies, selecting appropriate technologies, and producing detailed documentation.
• The specialist will collaborate with various teams, including Azure Cloud Operations and business unit infrastructure requirements, to ensure alignment with organizational objectives while supporting high-level infrastructure needs across the enterprise.

Staff Engineer, Infrastructure Solutions

Security Engineer

• This role plays a key role in securing EQB’s Digital Banking and Channel Technology assets.
• It provides proactive input into the design and implementation of security controls within the Digital Banking technology architecture and acts as a primary security advisor to Digital Banking & Channel Technology teams.
• The Associate Principal Architect, Security supports the integration of security by design and secure development practices across customer-facing platforms and back-end infrastructure.
• This role also contributes to the development of security frameworks, collaborates closely with cross-functional teams, and helps ensure that security requirements are embedded early and effectively in the solution lifecycle.

Associate Principal Architect, Security

Mortgage Underwriter

• Analyze and underwrite residential mortgage files
• Assess financing applications and verify supporting documentation
• Analyze credit risks and negotiate terms and conditions
• Recommend, approve, or decline applications according to delegated authority
• Monitor financing conditions and ensure closing requirements are met
• Ensure adherence to lending policies and eligibility criteria
• Maintain regular follow-up with mortgage brokers
• Contribute to maintaining a high-performing pipeline of files
• Respond to broker inquiries and provide professional service
• Serve as a resource on mortgage underwriting matters

Bilingual Residential Mortgage Underwriter

Bilingual

• Verification and analysis of documentation
• Collect and review the documents required to finalize mortgage files.
• Validate information related to income, down payment and borrower identity.
• Conduct client interviews when necessary.
• Ensure compliance with anti-money laundering (AML) and anti-terrorist financing (ATF) requirements.
• Identify and manage situations that may raise concerns about fraud or misrepresentation.
• Verify that all files comply with lending policies, legal requirements and the Bank's internal procedures.
• Ensure that all conditions required for funding have been satisfied before file closing.
• Collaborate with relevant teams to quickly resolve any anomalies or situations requiring additional validation.
• Maintain rigorous follow-up on all files under your responsibility.
• Use tracking tools and reports to meet processing timelines and scheduled funding dates.
• Prioritize files effectively to ensure smooth operations.
• Communicate regularly with mortgage brokers, clients and internal teams.
• Respond to inquiries and provide an excellent level of service.
• Contribute to the efficiency of the funding process by maintaining proactive communication with all stakeholders.
• Make required updates to files when changes occur.
• Notify affected stakeholders of any modifications made.
• Follow up on requests from the Compliance and Quality Control teams within appropriate timeframes.

Bilingual Residential Mortgage Officer

QA Engineer

• Lead and manage the AQA team, including hiring, mentoring, and developing engineers. Foster a high-performing team culture focused on quality, innovation, and continuous improvement.
• Define and implement the strategic vision for test automation across software applications, systems, and databases. Drive the adoption of automation best practices, methodologies, and frameworks across the organization.
• Oversee the development and execution of SQL-based automated tests for database validation, ensuring data integrity, performance, and security across multiple databases.
• Leverage Azure Machine Learning (ML) to develop predictive models for automated testing, improving test coverage, and identifying potential software issues before they arise.
• Guide the automation of testing for various types of software applications (desktop, APIs) and systems, ensuring full test coverage and system reliability.
• Drive the improvement of automation frameworks, testing processes, and toolsets to increase efficiency, scalability, and maintainability of test automation efforts.
• Work closely with product management, development, and DevOps teams to ensure that testing efforts align with business objectives and product delivery timelines.
• Establish and enforce standards for test planning, execution, and reporting. Ensure comprehensive test coverage across all layers of the application stack, from UI to backend systems and databases.
• Oversee the integration of test automation into the CI/CD pipelines, ensuring automated tests run seamlessly as part of the build and deployment processes.
• Manage performance testing efforts for both applications and databases to ensure that systems can scale and perform efficiently under load.
• Define, measure, and report on key quality metrics, including defect density, test coverage, and test execution status. Use these metrics to continuously refine and improve testing strategies.
• Proactively identify potential risks to product quality and take appropriate action to mitigate risks, resolve issues, and communicate findings to key stakeholders.
• Regularly update senior management and cross-functional teams on test results, challenges, and improvements, ensuring transparency and alignment with business goals.

Associate Director, Quality Engineering

Insurance Underwriter

• The Underwriter is responsible for conducting credit reviews across the entire suite of Insurance Lending products.
• The incumbent will be responsible for adjudicating corporate and personal credit applications, while maintaining excellent service levels.

Underwriter, Insurance Lending Solutions – Contract

SEO Marketing

• Lead the team responsible for the development and execution of SEM, and Paid AI strategies and initiatives that drive conversion and acquisition (quality results at accelerated volumes and efficient costs)
• Build data-driven and customer focused plans across Paid Search, Performance Max and content opportunities for organic visibility
• Be a thought leader in Paid Search & Organic (traditional SERP & AI) strategies and effectively influence these ideas to business stakeholders to gain confidence and alignment
• Work directly with Brand Marketing on Content roadmaps and strategies to boost the visibility of our brand and products in SERP’s and AI Overviews
• Collaborate with Digital Platforms on technical SEO implementation
• Collaborate with the Acquisition Targeting team to identify opportunities to leverage first-party data for targeting and measurement
• Define, measure and report on KPIs that hold SEM investments accountable to desired business outcomes, including the Cost Per Activation & ROI
• Lead the learning and development of emerging Generative and Answer Engine Optimization tactics
• Report on the effectiveness of SEM investments to senior stakeholders during weekly, monthly, and quarterly business reviews
• Partner with cross functional acquisition strategy teams to plan acquisition targets
• Streamline processes to maximize time spent on value-added planning and optimization
• Work with finance and contract partners for new vendor on-boarding, and resolution of billing accruals

Senior Manager, SEM & SEO Strategy

Sales

• Act as the subject matter expert on Reverse Mortgages
• Develop and implement strategic initiatives to drive growth in the Reverse Mortgage business
• Lead, coach, and develop the national broker-facing Reverse Mortgage sales team
• Execute regional sales plans and drive broker acquisition, activation, and retention
• Own the training strategy and education of brokers on reverse mortgage solutions
• Define and analyze metrics that inform the team of issues and opportunities to improve key metrics
• Partner with Marketing to deliver broker-facing campaigns and initiatives
• Ensure strong deployment and adoption of reverse mortgage solutions across the broker channel
• Collaborate with Regional Directors to maximize territory coverage and broker engagement
• Work closely with SFR Sales to drive cross-sell and increase product penetration
• Monitor performance, pipeline quality, and conversion effectiveness
• Foster an accountable and collaborative culture and demonstrates a strong ability for developing others to ensure sales and persistency goals are achieved or exceeded
• Build strong relationships with key broker partners and industry stakeholders
• Align with Regional Directors on market execution priorities
• Foster a culture of accountability, collaboration, and continuous improvement

Associate Director, Broker Sales – Strategy, Reverse Mortgage

Platform Engineer

• Administer and operate the AI platform to ensure availability, performance, and resilience across environments, integrations, and supporting infrastructure.
• Monitor platform health using dashboards, logs, metrics, and alerts, and coordinate incident and service restoration activities.
• Lead operational triage, escalation coordination, and post-incident reviews to strengthen services stability and resilience.
• Track and report on service reliability indicators, incident trends, and operational performance.
• Enable approved AI use cases into production by ensuring environment readiness, dependency validation, completion of operational readiness checklists, and structured service transition activities.
• Support platform lifecycle management through release coordination, change readiness validation, and maintenance and capacity planning.
• Ensure AI platform changes meet defined operational and control readiness criteria prior to release.
• Implement and maintain observability capabilities, including telemetry, logging, metrics, and traces required for enterprise AI operations.
• Analyze operational data to identify anomalies, recurring issues, root-cause patterns.
• Implement AI Ops use cases such as alert correlation, anomaly detection, root-cause support, forecasting and predictive insights, automation of repetitive operational tasks.
• Continuously improve operational efficiency through targeted automation and process optimization.
• Execute governance controls for AI solutions, including usage and access controls, data privacy considerations, auditability and traceability, human oversight requirements.
• Ensure operational practices align with enterprise security policies, risk controls, and compliance requirements.
• Maintain documentation and evidence required for audit, governance reviews, production readiness checkpoints, and control validation.
• Identify control gaps and escalate risks appropriately to relevant governance and risk stakeholders.
• Maintain operational visibility of AI platform assets required for monitoring, support, and cost alignment.
• Validate asset ownership, relationships, and lifecycle status in collaboration with application and platform owners.
• Support ongoing audits to ensure AI assets and associated cost attribution remain accurate and current.

Senior AI Platform Operations Engineer

Customer Support

• Deliver exceptional customer service to EQ Bank’s prospective customers by identifying their banking needs and providing accurate information and guidance on EQ Bank’s suite of products and offerings
• Field large volumes of inbound calls and chats and ensure best-in-class service standards, while meeting EQ Bank’s response and resolution SLAs
• Own the digital-onboarding experience and help customers onboard successfully, resolve issues if any and communicate status to all stakeholders involved in a timely manner
• Strive to resolve customer issues and queries at first contact and escalate issues in accordance to EQ Bank’s complaints handling process
• Communicate effectively with customers and propagate EQ Bank’s core values of Respect, Agility, Integrity, Service and Empowerment to build lasting customer relationships
• Execute established controls to ensure adherence to regulatory requirements, Equitable and EQ Bank policies and Code of Conduct and Ethics
• Identify, recommend and participate in implementation of opportunities for continuous improvement relative to customer experience and product delivery

Customer Care Representative

Administration

• Prepare and/or review discharge documents for accuracy to submit to management for execution.
• Have documents signed and distributed to the appropriate party.
• Review weekly reports to identify residential and commercial loans requiring discharge documentation and prepare/distribute appropriately by line of business, on an individual loan basis.
• Liaise with solicitors and financial institutions regarding discharges.
• Reconcile discharge reports and keep other departmental reports updated as necessary.
• Identify potential risks such as discrepancies in the documentation or payout funds received.
• Understand and follow policies, guidelines, and procedures.
• Conduct title searches using various provincial search engines.
• Complete requests as assigned by management

Discharge and Assignment Document Administrator

• The Associate Director, Regional Sales is responsible for leading and managing a team of front-line sales members across multiple provinces/regions.
• This role drives origination growth through broker relationships and is accountable for revenue and volume targets across Alternative and Reverse Mortgage portfolios.
• The incumbent ensures consistent execution of sales strategy, broker engagement, and market share growth aligned to national objectives.

Associate Director – Regional Sales

General

• Drive the Initiation, Planning, Execution, Monitoring, Controlling and Closure of projects in adherence with corporate and departmental policies including Enterprise Change Management and Project Management methodology
• Facilitate meetings, document minutes and follow up on risks, action items, issues and decisions (RAID)
• Develop the skills to act as a Trusted Advisor that provides leadership oversight and proactive advice on how best to steer project teams and deliver project goals while operating with full transparency as it pertains to issues and risks – which includes knowing when to communicate to the right people at the right time
• Develop skills to facilitate and/or lead multi-functional project teams incl vendors to help them overcome barriers and perform at their best, particularly through times of ambiguity and/or changes in project direction
• Support detailed planning at all levels to understand the work, responsibilities and dependencies to set the right expectations, ultimately enabling on-time delivery
• Help engage stakeholders and manage governance forums to ensure timely and transparent & effective decision making
• Support the management of Financials/Budget and navigate EQBs financial processes to ensure approval of funding and disciplined cost management
• Service Desk duties as assigned

Technology Workplace Initiatives Specialist

Analyst

• 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.

Senior Analyst, Residential Lending Experience – Performance

Underwriter

• On a daily basis, the incumbent must quickly review incoming applications, verify the accuracy and validity of the documents provided, then make a decision (approve, decline, or refer for approval).
• They must also ensure that approved files close within the expected timelines by performing necessary follow-ups to obtain missing documents and conditions while adhering to established guidelines.
• Daily follow-up is conducted with brokers regarding issued loan commitments to maximize the number of funded files.
• The incumbent analyzes documentation rigorously, placing particular emphasis on anti-money laundering (AML) and counter financing of terrorism (CFT) requirements, including validation of income and source of funds/down payment.
• They ensure that all files comply with the organization’s credit policies and procedures.
• They are responsible for the effective management of their file portfolio to meet deadlines and service level agreements (SLAs), using reports to track funding progress.
• The role requires excellent customer service skills with both internal partners and mortgage brokers, as well as the development of strong relationships with brokers.
• On a daily basis, they act as the primary point of contact for brokers, internal teams and direct client representatives, providing underwriting and funding expertise and supporting colleagues as needed.
• They must keep their knowledge up to date regarding products, policies and procedures.
• They contribute to building strong business relationships with brokers, including in-person meetings, to maximize satisfaction (NPS) while maintaining credit quality.
• They assess file eligibility according to EQB’s reverse mortgage lending criteria, including borrowers’ solvency and legal capacity to enter into a loan. This includes, among other things, title analysis, assessment of the borrower’s financial capacity to maintain the property, review of appraisal reports and client documents in accordance with internal and regulatory requirements.
• They work closely with Credit, Operations and Sales teams to evolve EQB’s reverse mortgage product, collaborating with various internal stakeholders to promote understanding of the product and its specific features.
• Finally, they demonstrate initiative and a strong sense of urgency to ensure timely funding of files.