Fulfillment Analyst, Commercial Funding
First National Financial LP is one of Canada’s largest non-bank lenders, specializing in residential and commercial mortgages. The Fulfillment Analyst, Commercial Funding is responsible for assisting with closing commercial loan transactions and ensuring compliance with company policies and procedures.
Responsibilities
- Process progress draw requests
- Setup initial paperless files
- Review & bookmark Commitment Letter and CMHC Certificate of Insurance
- Complete third-party instructions to reflect the loan structure and particularities
- Full onboarding of loan in Optimus
- Complete templates & checklists with loan details and pre-funding deliverables required
- Inputting of data on Optimus (Insurance, taxes and peripheral items)
- Arrange for the execution of various documents by the appropriate signatories and distribution to the requesting parties
- File related documents, maintenance, and organization of files
- Full onboarding of deals originated by third parties
- Complete special projects as assigned by the Assistant-Manager & Manager, Commercial Mortgage Funding
Skills
- Post-secondary education (degree preferred)
- 1-2 years of experience in finance, preferably in mortgage financing
- Proficiency in Microsoft and Excel computer applications
- Strong written and verbal communication skills
- Proven organization skills and demonstrated ability to prioritize and multi-task
- Analytical thinker and risk mitigating mindset
- Must adapt in a fast-paced environment
- Team player with ability to perform extra duties as assigned
- Must be able to work independently and take ownership of their own portfolio with minimal supervision
Benefits
- Health Spending Account
- Maternity and Parental Leave Top Up
- Hybrid working environment
- Extensive training programs to set our employees up for success
- Modern office environment conducive to collaboration
- Supportive teamwork culture
- Opportunities to give back to the communities and work through events focused on a variety of charities
- Ongoing social events throughout the year
Company Overview