Fulfillment Analyst--Bilingual

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 accessibility@firstnational.ca should you need an accommodation at any point in the recruitment process.

We are hiring a Bilingual Fulfillment Analyst, Commercial Funding!

The Opportunity:

The Bilingual Fulfillment Analyst, Commercial Mortgages is responsible for assisting with the closing commercial loan transactions in accordance with company policies and procedures.                                                                

How you will contribute:

• 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

The experience you need:

• 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
• Bilingualism required (French and English) - interactions with English and French speaking customers or partners

Working Environment and Physical Demands Analysis:

• Office environment
• Periods of high volume with tight timelines
• Long periods of stationary position/sitting
• Prolonged periods of repetitive movement (i.e. using a keyboard and mouse)
• Long periods of time in viewing a computer screen
• Multi-tasking may include speaking to customers on a telephone call while looking up information on a computer program.

Why join First National?

• Competitive Compensation 
• Comprehensive benefits program (i.e., 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

The team you’ll join:

Founded in 1988, First National is one of Canada’s largest non-bank lenders. We provide residential mortgages exclusively through the mortgage broker channel and we are Canada’s largest commercial mortgage lender.

First National has been consistently recognized as a great place to work and we are proud that our employee engagement feedback is higher than our industry partners.

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

#FNLOON