Fulfillment Analyst

Description

Office Location: Toronto/Hybrid 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

What you will do:

• 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
• Adhere to policies /procedures to ensure AML requirements are met, when applicable.

The Requirements Needed:

• 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

The team you will join:
Founded in 1988, First National is one of Canada’s largest non-bank lenders. We provide residential mortgages exclusively through our mortgage broker channel and service commercial clients through our national origination team of empowered advisors.
At First National, It’s in our Nature is our rallying cry. It underlies our values, beliefs, and how we show up for each other, our clients, our partners and the community. Our nature defines who we are and guides every decision we make.
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 or any other category protected by law.

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