Senior Account Manager, Portfolio Management, Commercial Finance Group (CFG)
Eqbank
·Apr 22, 2026
- Location
- Toronto
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Commercial Portfolio Management
- Seniority
- Senior
- Source
- Lever
Description
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
As part of a growing and dynamic Commercial Portfolio Management team, the Senior Commercial Account Manager is responsible for the day-to-day management of an assigned group of lending partners and associated portfolio of mortgages, from funding through maturity. The Senior Account Manager’s portfolio will be comprised of complex construction, renovation, and portfolio mortgages secured by all asset classes and ranging in size from $5.0 million to $50.0 million. Participation in syndicated transactions of $150.0 million or more can also be expected. The Senior Account Manager will deliver superior customer service by understanding, and responding to, the needs of the client by way of underwriting renewals, assumptions, refinances, loan modifications, etc. in an effort to meet annual retention targets. Work product must adhere to established policies and underwriting standards and meet compliance and control requirements.
The Senior Account Manager must ensure that risk associated with their portfolio is comprehensively controlled and within the Bank’s risk appetite and that loans remain in compliance with lending parameters by way of completion of annual reviews. Additional credit-related and administrative duties are also required such as subsequent advances, reporting and pipeline management, as well as networking with external business partners along with various staff within the Commercial department & other internal departments.
The Senior Account Manager will be viewed as a subject matter expert and will be looked upon to provide training and mentorship to junior members of the team, especially as it relates to the nuances associated with construction lending. The Senior Account Manager will also be expected to play an important role in the advancement of high priority projects within the department and organization.
Skills
ExcelAMLUnderwritingComplianceCustomer ServiceNegotiation
