About the role

Aplyr's Quick Take

This role is about managing a team of Account Managers within the Commercial Portfolio Management group, focusing on overseeing a large portfolio of commercial and construction mortgages. You'll be responsible for mentoring your team, ensuring compliance with company policies, and maintaining strong client relationships.

Good fit

Ideal candidates have several years of experience in commercial finance or portfolio management, with a background in managing teams. A collaborative and proactive working style will help you thrive in this fast-paced environment.

Worth noting

The role emphasizes a strong customer experience focus, which may appeal to those who enjoy client interaction. The position also involves significant oversight of a substantial loan portfolio, which could be a high-pressure responsibility.

Join a Challenger

Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.

How do we get there? With a talented team of inquisitive and agile challengers that break through the status quo. So, if you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity.

Our company continues to grow, and today we serve more than 800,000 customers across Canada through Equitable Bank, Canada's Challenger Bank™, and have been around for more than 50 years. Equitable Bank's wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $142 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The Work

The Senior Manager, Portfolio Management, CFG will be a key member of the Commercial Portfolio Management team. Reporting to the Director, Portfolio Management, the incumbent will lead a team of Account Managers and assist the Sr. Manager in the management and prudent oversight of an assigned portfolio of both conventional commercial and construction mortgages secured by all major asset classes in markets throughout Canada. The overall CFG portfolio is $3B+ in size, with loans ranging in size from $5.0 million to $50.0 million+.

Key responsibilities include managing, supervising and mentoring an assigned group of Account Managers and Underwriting Associates to ensure individual responsibilities are being completed in accordance with Company policies, procedures and priorities such that the CFG portfolio and more specifically, the construction portfolio is comprehensively controlled and within approved guidelines. This is to be achieved, in part, via completion of ongoing loan monitoring, annual reviews, renewals, and amendments/modifications. Appropriate use of delegated authority to recommend and approve transactions will be critical to success in this role.

In addition, the Senior Manager support of the Bank’s goal of delivering a superior customer experience by ensuring the Account Managers thoroughly understand and respond to the needs of their respective clients in a timely manner. The Manager will also assist and encourage the team to develop and maintain strong relationships with their assigned clients.

Skills & Tags

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Aplyr's read

EQ Bank is a forward-thinking Canadian financial institution known for competitive rates and a strong focus on customer service, attracting diverse roles from tech to finance.
Synthesized from recent postings & public sources

What's promising

•EQ Bank offers competitive rates, appealing to cost-conscious customers.
•The company emphasizes customer service, enhancing client satisfaction.
•Diverse recent hires indicate growth and varied career opportunities.

What to watch

•Highly competitive banking sector may pressure profit margins.
•Rapid growth could strain existing resources and infrastructure.
•Regulatory changes in finance pose potential compliance challenges.

Why EQ Bank

•EQ Bank is known for its digital-first approach in banking.
•The bank's commitment to bilingual customer service sets it apart.
•Focus on technology roles suggests a strong emphasis on digital innovation.

Aplyr’s read is generated by AI from public sources. Was it useful?

About EQ Bank

EQ Bank

equitablebank.ca

View company

Concentra Bank is a Canadian financial institution that offers a range of banking products and services, including savings accounts, mortgages, and investment options, focusing on providing competitive rates and customer service.