Associate Analyst--Bilingual, Commercial Funding

2 weeks ago

Old Toronto, Ontario, Canada First National Financial LP Full time

Toronto, ON, Canada

Job Description

The Role: The A ssociate Analyst--Bilingual is responsible for assisting and supporting the various personnel in the Commercial Funding Department to ensure that department and division goals and targets are met.

Reporting To:

Full-Time/Part- Time:

Full-time

Posting Date:

April 19, 2024

Closing Date:

March 3, 2024

Hours of Work:

8:30 a.m. – 5:00 p.m.

Grade:

Office Location:

6.3

Toronto, ON

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:

  • Set up of initial paper & paperless files for new funding transactions
  • Completion of basic loan set up in Optimus, including peripheral security set up & client information set up
  • Deposit all commercial trust deposits and setting up of mortgage accounts in "Application" status in Optimus
  • Coordinate with accounting department to ensure funds are received and posted to Optimus accordingly
  • Process refunds from suspense accounts in relation to cancelled transactions &/or payment of invoices
  • Tracking remittance and making invoice payments to multiple Third parties on a monthly basis
  • Receive deposits for Broker Deals, collect the appropriate documentation, post on Optimus and advise management for reporting
  • Create cheque and EFT requisitions for CMHC application fees, Dead Deals, post approval fees
  • Assist with requests for Optimus related information & inputting of data to the Optimus system
  • Arrange for the execution of various documents by the appropriate signatories and distribution to the requesting parties
  • File departmental related documents & files, maintenance and organization of commercial filing room
  • Process progress draws requests
  • Complete special projects as assigned by the Assistant Manager, Commercial Funding

The requirements needed:

  • Post secondary education and/or equivalent work experience preferred
  • 2-3 years of experience in administration, preferably in commercial mortgages
  • Mortgage experience or general mortgage knowledge preferred
  • Proven organizational skills and demonstrated ability to prioritize and multi-task
  • Strong communication skills, verbal & written, with experience in providing excellent customer service
  • Team player with ability to perform extra duties as assigned
  • Bilingualism (French, English) required-interactions with French-speaking customers or partners

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 .

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

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