Strategic Commercial Mortgage Funding Analyst

First National Financial LP; Toronto; Hybrid; CAD 55,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation package

Benefits eligibility

Career advancement opportunities

Job summary

First National Financial LP in Toronto is looking for a Fulfillment Analyst, Commercial Mortgages, to support processing of loan transactions and ensure complete documentation, due diligence, and approvals. You'll work with internal and external partners to coordinate closing activities and fund loans efficiently.

The role focuses on onboarding new deals, managing conditions precedent, and maintaining high-quality records within Optimus.

Qualifications

• University degree in finance, 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.
• Collaborative team player who is willing to take on additional responsibilities' when needed.
• Able to work independently, exercise sound judgment, and take ownership of an assigned portfolio with minimal supervision.
• Proven ability to foster and maintain relationships.

Responsibilities

• Set up initial paperless files and organize 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 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.
• 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.

Skills

Finance

Commercial Real Estate

Analytical thinking

Communication skills

Time management

Team player

Independent worker

Education

Finance degree

Economics degree

Commerce degree

Tools

Optimus

Job description

First National Financial LP in Toronto is looking for a Fulfillment Analyst, Commercial Mortgages, to support processing of loan transactions and ensure complete documentation, due diligence, and approvals. You'll work with internal and external partners to coordinate closing activities and fund loans efficiently.

The role focuses on onboarding new deals, managing conditions precedent, and maintaining high-quality records within Optimus.