Join a Challenger
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.
We are a big (and growing!) family. Overall we serve more than 670,000 people 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 $125 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 incumbent is responsible to effectively manage a portfolio of tax accounts for multiple municipalities and accurately remit payment installments prior to the due dates outlined by those municipalities. In addition, the incumbent must complete tax adjustments for escrow accounts to maintain accuracy of the tax component and account balance and process credit refunds to the borrowers as needed
The Core Responsibilities Of The Job:
- Accurately prepare, reconciles and remits tax payments for regular installments, arrears or administrative charges to municipalities across the region prior to payment due date for all accounts on tax escrow
- Contact municipalities and/or borrowers for the purpose of obtaining property tax information/bills as it relates to arrears, confirmation of tax levies or for remittances purpose
- Send notification listing to various municipalities for additions and deletions of tax accounts under escrow to ensure future billing are received
- Investigate any discrepancies or gather information from the municipality or related government bodies for any incentive programs offered as it relates to the property taxes and collection for that municipality
- Gather information and accurately set up new tax accounts as needed
- Complete tax adjustments for escrow accounts and send notification of payment changes to borrowers ahead of time
- Accurately calculate and process refunds for accounts under escrow
- Handle enquiries received via telephone, fax, mail or emails from internal or external parties, including borrowers, brokers, solicitors, municipalities, etc.
- Contact the municipalities to investigate or gather specific information as it relates to general queries or specific accounts
- Prepare and send various advisory notices where needed to borrowers or municipalities
- Attend to daily return mail and ensure proper address is updated
- Compile, prepare and send out tax remittances and other type payments to the municipalities
- Process incoming tax cheques received from borrowers or municipalities
- Providing back up assistance and other support as needed
Let's Talk About You!
- Complete a degree or diploma program in a related discipline with a minimum of 2 years’ experience in the mortgage industry or a related field
- Strong math and analytical skills
- Strong attention to detail
- High degree of accuracy
- Ability to meet tight deadlines
- Ability to balance multiple priorities simultaneously
- Strong organization skills
- Superior communication skills (written and oral)
- Team oriented
- Ability to solve problems and propose solutions
- Working knowledge of various software packages, including, word with intermediate excel skills being a must
- Self-motivated with the ability to work with very little or no supervision
- Must be fluent in English both verbal and written
- Processing and/or property tax experience will be an asset
What we offer [For full-time permanent roles]
💰 Competitive discretionary bonus
✨ Market leading RRSP match program
🩺 Medical, dental, vision, life, and disability benefits
📝 Employee Share Purchase Plan
👶🏽 Maternity/Parental top-up while you care for your little one
🏝 Generous vacation policy and personal days
🖥 Virtual events to connect with your fellow colleagues
🎓 Annual professional development allowance and a comprehensive Career Development program
💛 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 Equitable Bank’s additional office space located at 351 King Street East, Toronto, ON.
Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.
We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.
We can’t wait to get to know you!
