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!
The Senior Analyst, Residential Lending Experience & Performance is responsible for the enablement of strong broker experience, operational transparency, and pipeline efficiency across the residential lending business. The role acts as a central facilitator and insight provider across Sales, Underwriting, Fulfillment, and Funding, ensuring that performance metrics, operational issues, and experience feedback are visible, well understood, and actively addressed.
The role focuses on identifying and resolving deal-level roadblocks as well as systemic constraints impacting application flow, service levels, and broker satisfaction. By collecting and analysing quantitative and qualitative data, they will report on and recommend actions to improve team KPIs, collaboration, and continuous improvement across the lending lifecycle.
While the role does not include people management or credit decision authority, it carries significant influence through insight, coordination, and communication with senior leaders and frontline teams alike.
Pipeline Visibility and Deal Facilitation (50%)
- Facilitate daily huddles to review and coordinate support on applications that fall outside of standard KPIs, promote cross functional engagement on deals, and promote collaboration across teams.
- 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 without direct authority.
- Reinforce consistent messaging, reporting, and service expectations to improve execution and reduce ambiguity across the organization.
Performance Metrics, Reporting & Insights (30%)
- Monitor and interpret key performance indicators across the end-to-end residential lending lifecycle, including turnaround times, service levels, approval and funding rates, escalation volumes, and experience-related metrics.
- Leverage existing dashboards and reporting while creating new views, summaries, and analyses where gaps exist.
- Prepare clear, concise reporting tailored to different audiences and forums, ranging from frontline teams to senior leadership to support one on one coaching and broader operational and policy development.
- Promote transparency and shared accountability by ensuring teams understand how performance metrics connect to broker experience and business outcomes.
Management Enablement & Communication (10%)
- Prepare and present performance metrics, insights, and thematic findings in senior leadership forums.
- Develop executive-ready materials, summaries, and briefing notes that highlight trends, risks, and opportunities.
- Surface emerging operational issues, capacity constraints, and cross-functional dependencies, along with data-informed observations and improvement opportunities.
- Support leadership discussions by framing issues clearly and consistently across forums.
Feedback, Experience & Continuous Improvement (10%)
- Design and distribute surveys and hold other structured feedback mechanisms to gather input from brokers and internal teams on collaboration, efficiency, and service experience.
- Synthesize qualitative feedback into clear themes and insights, linking experience feedback to quantitative performance data where possible.
- Identify recurring friction points and systemic roadblocks affecting pipeline efficiency or broker satisfaction.
- Present opportunities and recommendations to improve internal collaboration, execution, and overall experience.
- Availability and responsiveness: The role may require extended hours or flexibility beyond standard work schedules to respond to urgent escalations, broker inquiries, or pipeline issues in real time.
- Coverage and continuity: Vacation, time off, and other absences must be coordinated to ensure continuous support for daily huddles, reporting, and escalation activities.
- Rapid problem-solving: The incumbent must quickly assess deal-level or systemic roadblocks, facilitate collaboration across multiple teams, and recommend actionable solutions.
- Cross-functional coordination: Work with sales, underwriting, fulfillment, funding, and strategy teams to ensure transparency, KPI alignment, and broker satisfaction.
- High-stakes communication: Clear, concise, and professional communication is critical, including presenting metrics and opportunities to senior leadership and sharing insights with internal stakeholders.
- Adaptability: Thrive under ambiguity, shifting priorities, and complex operational demands while maintaining accuracy and high-quality outputs.
This role demands exceptional time management, organizational skills, and judgment, with the ability to perform under pressure while fostering collaboration across teams.
What we offer [For full-time permanent roles]
\uD83D\uDCB0 Competitive discretionary bonus
✨ Market leading RRSP match program
\uD83E\uDE7A Medical, dental, vision, life, and disability benefits
\uD83D\uDCDD Employee Share Purchase Plan
\uD83D\uDC76\uD83C\uDFFD Maternity/Parental top-up while you care for your little one
\uD83C\uDFDD Generous vacation policy and personal days
\uD83D\uDDA5 Virtual events to connect with your fellow colleagues
\uD83C\uDF93 Professional development and comprehensive Career Development program
\uD83D\uDC9B A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
The incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at 2200-25 Ontario Street, Toronto, ON.
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
