Documentation Specialist

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 purpose of the Documentation Specialist is to support the operation by analyzing, developing, and writing Standard Operational Procedures (SOPs) and user manuals. The Documentation Specialist is also accountable for ongoing documentation and maintenance of the SOPs and training materials.

The Core Responsibilities!

• Plan, develop, write and edit SOPs and user manuals used by the Business Units.
• Work closely with Managers to document SOPs for functions handled within each team. 
• Update SOPs to reflect changes resulting from business process review, new product launch, legislative changes, etc.
• Reviews SOPs for completeness, accuracy, formatting, and grammar in the electronic document management system to maintain company standards.
• Maintenance and version control of the department policy manuals. The policy manuals must be accurate and kept up to date to ensure conformance with regulatory requirements.
• Liaise with Management and the various teams to maintain a strong understanding of existing products and procedures.
• Update training materials to reflect any changes resulting from business process review, system upgrades, new product launch, legislative changes, etc.
• Create communications to inform staff of updates to policies, procedures, technology, upcoming training events, and any new initiatives.
• Maintains and controls document control logs for document assignment and change controls.

Let's Talk About You!

• 3 years of experience in a mortgage related role. 
• 3 years of experience writing procedural documentation and policy manuals.
• University/College Degree in finance, business or related field.
• Certificate in Technical Writing is preferred.
• Technical writing skills are required.
• Knowledge of commercial and residential lending products, related terminology and provincial and federal legislations.
• Solid knowledge of various software packages, including, MS Excel, Word, Power Point and web-based applications.
• Strong organizational, time management and communication (both oral and written) skills.
• Proven ability to work both independently and collaboratively. 
• Knowledge in SharePoint and Madcap Flare are definite assets.
• Knowledge in Snagit and Camtasia are definite assets.
• Sense of humor and the ability to work with different personalities. 

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

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!