Portfolio Analyst

3 weeks ago

Toronto ON, Canada First National Financial LP Full time

Posted Friday, March 15, 2024 at 4:00 AM | Expires Saturday, March 30, 2024 at 3:59 AM

The Role: To manage a portfolio of loans to the highest industry standard with team members ensuring all terms of the commitment letter (including all supporting agreements) are performed by the borrower to the benefit of our investors and also responding to any reasonable borrower requests that are consistent with the terms of the commitment or are approved by the investor.

Reporting To:

Associate Director and Team Lead

Full-Time/Part- Time:

Full-time

Number of Openings:

1

Posting Date:

March 15, 2024

Closing Date:

March 29 , 2024

Hours of Work:

8:30 a.m. – 5:00 p.m.

Grade:

Office Location:

12.3

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:

  • Responsible to review and analyze portfolio statistics, in depth understanding and ability to make sound decisions and recommendations on financials such as: rent rolls, operating statements and financial/net worth statements.
  • Manage assigned high value mortgage portfolio proactively to ensure that all required conditions for commercial mortgages are fulfilled and to satisfaction of investors and CMHC
  • Thorough knowledge in all aspects of commercial lending including underwriting, commitment clauses, certificate of insurance and property insurance and insurance claims, holdback and reserves.
  • Ability to review third party reports including appraisals environmental reports, and BCA reports.
  • Expertise in performing independent analysis and providing recommendations and approvals on mortgage related property changes such as: easements, severance of lots, property insurance, expropriations, penalty calculations, undertakings
  • Accountable to provide first level of review for approval processes.
  • Effectively interface with borrowers, consultants and investors and solicitors.
  • Work collaboratively with multiple internal departments such as Origination, Funding, Renewal, Default and Investor Relations
  • Excellent communication skills in handling inquiries from investors, clients, consultants and solicitors.
  • Adherence to policy and procedures, service levels and compliance
  • Able to mentor and lead by example
  • Apply problem solving skills in solving issues and to meet service standards
  • Excellent time management skills and ability to maintain and handle high volumes.
  • Recommend and provide process improvements in order to build efficiencies
  • Proven organizational skills and demonstrated ability to prioritize and multi-task
  • Complete special projects as assigned by management
  • Adhere to policies /procedures to ensure AML requirements are met, when applicable.

The Requirements Needed:

  • Post secondary education and/or equivalent work experience preferred
  • 5-7 years of experience in Financial Services, Mortgages, preferably in commercial mortgages
  • Bachelor’s Degree in Business Administration, Commerce or related required

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.

First National supports requests for accommodation from applicants with disabilities; please contact Human Resources at accessibility@firstnational.ca .

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

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