Team Lead, Commercial Servicing

Nesto Group; Montreal; On-site; CAD 80,000 - 110,000; Full time

Benefits offered by this job

Health and Wellness Spending Accounts

Health, Drug, Vision, and Dental

Paid vacation, sick days, and personal

RRSP Matching Program

Maternity / Parental Leave Top Up

Discounted gym memberships

Travel assistance

EAP

Job summary

CMLS Financial is seeking a Team Lead, Commercial Servicing to guide and develop a high-performing team responsible for post-funding servicing activities in Canada. You will mentor staff, manage performance reviews, and drive improvements across investor reporting, payments, insurance, and loan documentation.

You will collaborate with Origination, Credit, Servicing, and Finance to resolve complex issues, monitor KPIs, and ensure data integrity.

Qualifications

• Must have university degree in Business/Finance/Real Estate/Accounting/Insurance.
• Experience leading post-funding servicing or mortgage/lending teams is valued.
• Strong communication, coaching and performance management abilities.
• Proficiency with MS Office and Excel required.

Responsibilities

• Lead training, performance management, and onboarding for direct reports.
• Provide ongoing feedback, coaching, and knowledge transfer.
• Conduct quarterly performance reviews and address performance issues.
• Foster a high-performing, collaborative team culture with open communication.
• Monitor servicing queues, workload distribution, and ensure quality standards.
• Identify process gaps and drive continuous improvement initiatives.
• Support project planning, cross-functional coordination, and departmental initiatives.
• Manage data integrity and documentation across systems and reports.

Skills

Team leadership

Mentoring

Coaching

Communication

Analytical thinking

Education

University degree in Business/Finance/ Real Estate/ Accounting/ Insurance

Tools

MS Office

Excel

Job description

CMLS Financial, one of Canada’s largest Commercial lenders, is looking for a Team Lead, Commercial Servicing to join our growing team.

The Team Lead, Commercial Servicing is responsible for delivering senior-level expertise and leadership in post-funding servicing, with a focus on one or more key areas such as investor reporting and payments, document execution, insurance, loan security, borrower transactions, property taxes, and portfolio management.

In this role, you will lead by example: reviewing and auditing the work of others, identifying process gaps, and driving continuous improvement initiatives. You will play a pivotal role in supporting departmental planning in collaboration with the Service Management team, while also managing daily team operations through effective work allocation and oversight.

As a hands-on leader, you will provide clear guidance, mentorship, and performance management to your direct reports, taking ownership of quarterly and annual reviews, ensuring team’s KPIs, coaching conversations, and supporting individual career development. Your leadership will be critical in shaping a culture of accountability, collaboration, and excellence within the Commercial Servicing group.

About the Role

The Team Lead, Commercial Servicing will be accountable for the day-to-day management and development of a team responsible for a variety of post-funding servicing functions. Core responsibilities include, but are not limited to, the following:

• Lead the training, performance management, and professional development of direct reports, including the successful onboarding of new team members.
• Provide consistent and constructive feedback, coaching, and mentorship to support technical knowledge transfer and personal growth.
• Conduct quarterly performance check-ins and participate in the annual performance review process, addressing performance concerns in a timely and effective manner.
• Foster a high-performing and collaborative team environment by promoting open communication, accountability, and cross-functional learning opportunities.

Team Operations & Workload Oversight

• Collaborate with Servicing Management to monitor servicing queues and workloads, ensuring effective work allocation, task distribution, and resource coverage.
• Manage day-to-day operations of the team’s servicing functions and ensure delivery meets established quality and efficiency standards.
• Make recommendations on task rotation and workload rebalancing to optimize productivity and minimize risk.

Process Improvement & Quality Assurance

• Conduct process verifications and quality reviews, including peer or spot checks, to maintain consistency and accuracy across servicing functions.
• Analyze servicing errors or trends, identify root causes, and implement process improvements to mitigate recurring issues.
• Proactively gather feedback from team members and relay suggestions to other teams to support broader procedural enhancements.
• Contribute to policy and procedure updates, project initiatives, and internal action plans by offering insights and ensuring deliverables are completed within defined timelines.

Project & Departmental Support

• Assist the Servicing Management team in planning and coordinating departmental responsibilities and corporate projects.
• Oversee the allocation of project-related tasks across the team, ensuring interdependencies, milestones, and deliverables are met; escape risks or issues as necessary.

Stakeholder Relationship Management

• Serve as a key escalation point for external clients, including borrowers, lenders, investors, brokers, insurers, and vendors, by managing complex inquiries with professionalism and urgency.
• Collaborate cross-functionally with internal partners in Origination, Credit, Servicing, and Finance to resolve issues and confirm data for high-complexity loan transactions.

Data Integrity & Documentation

• Assign and oversee routine data collection and reporting responsibilities to team members, ensuring accuracy and consistency across internal platforms.
• Maintain data integrity in spreadsheets, standard reports, and internal databases through regular oversight and validation.
• Oversee document management practices, including the creation, review, organization, and maintenance of electronic and physical records.
• Collaborate with Servicing Management to standardize and enhance templates, reports, statements, and communications to align with service standards.

This role is for you if you:

• Have a university degree in Business/Finance/ Real Estate/ Accounting/ Insurance, with a professional designation (such as CFA considered an asset).
• Have a minimum of 3 years of experience as a Mortgage/Lending Specialist. Experience within the financial or lending services industry/ institution and real estate knowledge are considered assets.
• Have experience managing a team of direct reports providing, teaching, coaching, and mentoring.
• Are an advanced user of MS Office and Excel.
• Have proficient communication, interpersonal and organizational skills.
• Demonstrate interpersonal skills that promote mutually beneficial, respectful, and professional relationships.
• Have excellent communication, presentation, problem solving, and organizational skills.
• Have a high level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts.
• Are able to work well under pressure and meet set deadlines.
• Have strong attention to detail in all areas of work.

Benefits and Perks

Some of the benefits we offer at CMLS are:

• Health and Wellness Spending Accounts
• Health, Drug, Vision, and Dental benefits
• Paid vacation, sick days, and personal days (in addition to all civil and statutory holidays)
• RRSP Matching Program
• Maternity / Parental Leave Top Up Program
• Discounted gym memberships
• Travel assistance and EAP
• And more!

Who are we?

Established in 1974, CMLS Financial is the leading provider of capital solutions for commercial property owners, developers and real estate investors. We have over 50 years of experience, 30,000 clients, $45 billion in assets under administration, and offices coast to coast. Some of Canada's most prominent banks, investment managers, insurance companies, and pension funds rely on CMLS Financial for a variety of critically important services. Building on our solid foundation of financial strength and experience, we continue to deliver unparalleled capital solutions for all our clients needs.

You will love working here

Employees tell us that we love that we strike the balance in creating an incredibly professional, yet dynamic and enjoyable corporate culture. We work in a fluid and fast-paced environment that is supportive of energetic and motivated individuals who pride themselves on being flexible and results-driven. Business is booming and that means that our employees are able to gain valuable exposure, have lots of learning opportunities, and truly impact the business. We are committed to providing our people with a challenging and rewarding career because our employees are what set us apart and we know it.

Equal Opportunity Employer

CMLS Financial is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations are available on request for candidates taking part in all aspects of the selection process.