Commercial Portfolio Management Intern
Equitable Bank
Commercial Portfolio Management Intern
Equitable Bank
Offers personal and commercial banking services
Join a Challenger
At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions.
We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.
What's kept us moving? The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.
If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity.
We can’t wait to get to know you!
As part of a growing and dynamic Commercial Portfolio Management team, the Intern - Commercial Portfolio Management, BES will be responsible for determining the information and documents required for annual review and coordinating their collection with direct clients and lending partners for both BES and CFG credit teams, maintaining the annual reviews pipeline reporting, overseeing the site inspection process for both annual review and renewals, including maintaining the site inspection pipeline reporting, following up with assignees and assistance with review of site inspections received and supporting coverage of Renewal Coordinator functions (vacation coverage), which include communications with clients, brokers and lending partners, daily reporting and administering of renewals/extensions as requested by management.
The Incumbent will be reporting to the Manager, Commercial Credit, Portfolio Management and will be working closely with the Renewal Coordinator, Account Managers and CFG Portfolio team.
Determinine the information/documentation requirements for the upcoming annual reviews, which include complex loan structures, such as repositioning assets, construction, etc. and will communicate the requirements to direct clients, brokers and lending partners, with the objective of obtaining full information packages to meet the requirements within the prescribed timelines (50%)
Maintain and update the annual review pipeline reporting and reviewing the documents provided to ensure the information is satisfactory before forwarding to the Account Manager (15%)
Maintain and update the site inspection reporting for renewals and annual reviews to be received post renewal/annual review and to review site inspections received, identifying and escalating any problematic inspections to Account Managers and/or management as needed (15%)
Responsible for managing their workflow in order to meet prescribed deadlines (10%)
Communicate with internal contacts (manager, account managers, renewal coordinator, commercial defaults team and CFG portfolio manager) and external contacts (lending partners, mortgage brokers and clients) to ensure transactions are processed in a timely and efficient manner in order to deliver superior customer service (5%)
Provide coverage for the Renewal Coordinator (vacation coverage), which will involve communications with clients, brokers and lending partners, daily reporting and administering of renewals/extensions as requested by management and will be responsible for contributing to special projects as assigned from time to time (5%)
Post-secondary education (diploma/degree), preferably in business or finance
Prior experience completing and reviewing site inspections an asset
Good working knowledge of MS Office (primarily Outlook, Word and Excel)
Ability to handle competing priorities and work well under pressure
Good time management and organizational abilities
Strong attention to detail
Well developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner
Team player
Bilingualism is an asset
Equity, Diversity & Inclusion
EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.
We provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank™. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
To learn more, visit eqb.investorroom.com and eqbank.ca.
Offers personal and commercial banking services
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