Dynamic Commercial Mortgage Funding Analyst

First National Financial; Toronto; On-site; CAD 50,000 - 66,000; Full time

Benefits offered by this job

Competitive compensation package

Benefits program

Career advancement opportunities

Modern office environment

Supportive teamwork culture

Job summary

First National Financial in Toronto is seeking a Fulfillment Analyst for Commercial Mortgages to support closing activities and funding workflows. You will coordinate documentation, due diligence, and onboarding of new files in Optimus, ensuring accuracy and compliance with policies and investor guidelines.

The role requires a university degree in finance or a related field and at least 2 years of experience in finance or commercial real estate, with strong organizational and communication

Qualifications

• University degree in finance, economics, commerce, law, accounting, or related field.
• Minimum of 2 years of experience in Finance, Commercial Real Estate, Business or Accounting with CCIM considered an asset.
• Excellent written and verbal communication skills.
• Demonstrated organizational ability with a proven track record of prioritizing and managing multiple tasks.
• Analytical mindset with a focus on identifying and mitigating risk.
• Comfortable working in a fast-paced, deadline-driven environment.
• Collaborative team player willing to take on additional responsibilities when needed.
• Able to work independently and maintain relationships.

Responsibilities

• Set up initial paperless files and organize all documentation in accordance with departmental standards.
• Review and bookmark Commitment Letters, CMHC Certificates of Insurance, and other key documents to ensure accuracy and completeness.
• Prepare third‑party instructions reflecting the approved loan structure and transaction-specific requirements.
• Complete full onboarding of new commercial mortgage files into Optimus.
• Enter and validate all required data in Optimus, including insurance details and tax information.
• Populate internal templates and checklists to reflect loan particulars and track condition precedents.
• Maintain organized, up-to-date paperless files with proper naming and version control.
• Process and track advances on active construction loans, ensuring conditions are met prior to disbursement.
• Complete special projects and tasks as assigned by managers.

Skills

Communication skills

Organizational ability

Analytical mindset

Deadline-driven

Teamwork

Independent work

Relationship building

Education

University degree in finance, economics, commerce, law, accounting, or related field

CCIM designation considered an asset

Tools

Optimus

Job description

First National Financial in Toronto is seeking a Fulfillment Analyst for Commercial Mortgages to support closing activities and funding workflows. You will coordinate documentation, due diligence, and onboarding of new files in Optimus, ensuring accuracy and compliance with policies and investor guidelines.

The role requires a university degree in finance or a related field and at least 2 years of experience in finance or commercial real estate, with strong organizational and communication