Fulfillment Analyst - Bilingual, Commercial Funding

Clear Destination Inc.; Toronto; On-site; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Base salary

Bonus

Benefits

Career advancement opportunities

Job summary

First National in Toronto is hiring a Bilingual Fulfillment Analyst to support the processing of various commercial loan transactions, with a focus on construction advances and onboarding deals into Optimus. You will coordinate closing activities with lenders and counsel to ensure accuracy and efficiency.

The role emphasizes documentation, due diligence, and adherence to policy, regulatory, and investor guidelines, delivering a smooth client experience.

Qualifications

• University degree in finance, economics, commerce, law, accounting required.
• Fluency in English and French expected; strong communication skills.
• Experience in finance, commercial real estate, or accounting is preferred.

Responsibilities

• Set up initial paperless files and organize documentation in accordance with standards.
• Review and bookmark Commitment Letters, CMHC Certificates of Insurance, and other key documents.
• Prepare third-party instructions reflecting the approved loan structure and requirements.
• Onboard new commercial mortgage files into Optimus and ensure data accuracy.
• Enter and validate data in Optimus including insurance and tax details.
• Track construction loan advances and monitor conditions precedent.
• Maintain organized, up-to-date files with proper naming and version control.

Skills

Bilingual English/French

Finance

Communication skills

Organizational skills

Analytical mindset

Education

University degree in finance, economics, commerce, law, accounting

Tools

Optimus

Job description

We are hiring a Fulfillment Analyst - Bilingual, Commercial Funding!

• Reporting To: Associate Director & Team Lead, Commercial Funding
• Full-Time/Part- Time: Full-time
• Salary Range: $55,000 - $65,000
• Posting Date: September 28, 2026
• Closing Date: October 19, 2026
• Hours of Work: 8:30 a.m. - 5:00 p.m.
• Grade: 8.3
• Office Location: Toronto
• Great location! Steps away from the main public transit station
• What we offer: Highly competitive compensation package which includes, base salary, bonus, benefits, and career advancement opportunities!
• *Eligibility for benefits is dependent on the terms of employment

The Opportunity

The Bilingual Fulfillment Analyst, Commercial Mortgages plays a key role in supporting the successful processing of various commercial loan transactions. This position ensures all documentation, due diligence, and internal approvals are completed accurately, efficiently, and in alignment with company policies, regulatory requirements, and investor guidelines. The Bilingual Fulfillment Analyst collaborates closely with internal partners, external counsel, third-party lenders, and third-party service providers to coordinate closing activities. The primary focus is on processing construction advances, onboarding new deals on our internal system, servicing the closing of loans for third-party lenders, and supporting the funding workflow. By managing critical details, monitoring conditions precedent, and maintaining high-quality records, the Bilingual Fulfillment Analyst helps safeguard the organization’s credit risk position and delivers a smooth, professional experience for clients and stakeholders.

How you will contribute

• 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 that reflect the approved loan structure and transaction-specific requirements.
• Complete full onboarding of new commercial mortgage files - both internally originated and third-party originated - into Optimus (internal loan management system).
• Enter and validate all required data in Optimus, including insurance details, tax information, and other peripheral items.
• Populate internal templates and various checklists to reflect the loan particulars and track the condition precedents.
• Maintain organized, up-to-date paperless files, ensuring proper document naming, filing, and version control.
• Process and track advances on active construction loans, ensuring all conditions are met prior to disbursement.
• Complete special projects and operational tasks as assigned by the Assistant Manager and Manager, Commercial Mortgage Funding.

This position requires linguistic fluency. Priority will be given to candidates completely fluent in English and French.

The experience you need

• University degree infinance, economics, commerce, law, accounting, or a related field.
• Minimum of 2 years of experience in Finance, Commercial Real Estate, Business or Accounting with professional designation such as 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

How you will contribute

We would like to thank all applications for their interest in this existing vacancy, but only candidates selected for an interview will be contacted.

Artificial Intelligence is not used in our recruitment or hiring process for this role.

First National is proud to be an equal opportunity employer and is committed to diversity and inclusion regardless of race, color, religion, national origin, age, gender identity, physical or mental disability, sexual orientation and any other category protected by law.

First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at [e-mail] should you need an accommodation at any point in the recruitment process.

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