Intern – Residential Lending Strategy

Jobtailor; Toronto; On-site; CAD 42,000 - 54,000; Full time

Job summary

Jobtailor is seeking an internal candidate or student to support mortgage retention and HELOC strategies in Toronto. You will work with cross-functional teams to shape strategic initiatives and develop data-driven business cases using qualitative and quantitative data.

The role emphasizes dashboard development in Power BI and Excel, portfolio metrics, and presenting insights to stakeholders. Strong MS Office and SQL skills are required, along with excellent analytical abilities.

Qualifications

• Currently enrolled in a University/College program (Finance, Business, Accounting or Economics preferred).
• Proficient in MS Office (Word, Excel, Outlook, PowerPoint) and SQL.
• Strong analytical and organizational skills.
• Ability to manage multiple priorities and meet deadlines.
• Submit transcript and resume in one document.
• Background and credit checks may be required.

Responsibilities

• Support retention and HELOC strategies to drive product growth.
• Collaborate with cross-functional teams on strategic initiatives.
• Develop data-driven business cases using qualitative and quantitative data.
• Create Power BI and Excel dashboards consolidating portfolio metrics.
• Present insights and recommendations to stakeholders.

Skills

Financial Modeling

Data Analysis

Power BI Dashboard Development

MS Office Proficiency

Strong Analytical Skills

Education

Enrolled in University/College program (Finance, Business, Accounting or Economics preferred)

Tools

SQL

Power BI

Excel

MS Office

Job description

Job Responsibilities

• Support Mortgage Retention and HELOC strategies and initiatives to drive customer retention and HELOC product growth
• Contribute alongside cross-functional teams to the business unit's overall strategy and direction
• Assist in discovery and planning for strategic and tactical topics including customer retention, portfolio growth, pricing, operational efficiency, and regulatory matters
• Support development of business cases using qualitative fact finding and quantitative modeling
• Develop familiarity with internal systems and gather data from internal sources
• Support execution of product improvements and initiatives
• Design, build, and manage Power BI and Excel dashboards consolidating portfolio metrics
• Develop presentation materials with key data and portfolio insights
• Refine processes to enable quicker analysis turnaround
• Support quantitative methods and Excel models to develop decision-making insights
• Provide data and analysis to cross-functional teams
• Support strategic planning through financial modeling, market research, and presentation development
• Present insights and recommendations based on research and data analysis

Requirements

• Currently enrolled in University or College program (Finance, Business, Accounting or Economics is preferred)
• Extensive working knowledge of MS Office (Word, Excel, Outlook, Power Point, SQL)
• Strong analytical skills
• Strong organizational skills
• Ability to handle multiple competing priorities
• Good time management skills
• Highly developed verbal and written communication skills with the ability to respond in a clear, concise, and professional manner
• Must submit transcript and resume in one document
• All candidates considered for hire must successfully complete a criminal background check and credit check

Core Competencies

Demonstrates strong analytical and organizational skills to support mortgage retention and HELOC strategies, utilizing financial modeling and data analysis to drive customer retention and product growth. Proficient in developing dashboards and presentation materials to communicate insights effectively.

Highest-signal resume keywords

• Financial Modeling
• Data Analysis
• Power BI Dashboard Development
• MS Office Proficiency
• Strong Analytical Skills

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Data Analysis
• SQL
• Excel
• Power BI
• Quantitative Methods
• Portfolio Metrics
• Business Case Development
• Operational Efficiency
• Market Research

Soft Skills

• Strong Organizational Skills
• Time Management
• Verbal Communication
• Written Communication
• Ability to Handle Competing Priorities

Industry Keywords

• Mortgage Retention
• HELOC Strategies
• Customer Retention
• Portfolio Growth
• Regulatory Matters

Tools & Technologies

• MS Office
• Power BI
• Excel