Team Lead, Commercial Servicing

1 week ago

Montréal QC, Montreal Regional Municipality, QC; Montréal region; Québec Province, Canada Nesto Group Full-time
CMLS Financial, one of Canada’s largest Commercial lenders, is looking for a Team Lead, Commercial Servicing to join our growing team. The Team Lead, Commercial Servicing is responsible for delivering senior-level expertise and leadership in post-funding servicing, with a focus on one or more key areas such as investor reporting and payments, document execution, insurance, loan security, borrower transactions, property taxes, and portfolio management. In this role, you will lead by example: reviewing and auditing the work of others, identifying process gaps, and driving continuous improvement initiatives. You will play a pivotal role in supporting departmental planning in collaboration with the Service Management team, while also managing daily team operations through effective work allocation and oversight. As a hands‑on leader, you will provide clear guidance, mentorship, and performance management to your direct reports, taking ownership of quarterly and annual reviews, ensuring team’s KPIs, coaching conversations, and supporting individual career development. Your leadership will be critical in shaping a culture of accountability, collaboration, and excellence within the Commercial Servicing group. The Team Lead, Commercial Servicing will be accountable for the day‑to‑day management and development of a team responsible for a variety of post‑funding servicing functions. Lead the training, performance management, and professional development of direct reports, including the successful onboarding of new team members. Provide consistent and constructive feedback, coaching, and mentorship to support technical knowledge transfer and personal growth. Conduct quarterly performance check‑ins and participate in the annual performance review process, addressing performance concerns in a timely and effective manner. Foster a high‑performing and collaborative team environment by promoting open communication, accountability, and cross‑functional learning opportunities. Collaborate with Servicing Management to monitor servicing queues and workloads, ensuring effective work allocation, task distribution, and resource coverage. Manage day‑to‑day operations of the team’s servicing functions and ensure delivery meets established quality and efficiency standards. Make recommendations on task rotation and workload rebalancing to optimize productivity and minimize risk. Process Improvement & Quality Assurance Conduct process verifications and quality reviews, including peer or spot checks, to maintain consistency and accuracy across servicing functions. Analyze servicing errors or trends, identify root causes, and implement process improvements to mitigate recurring issues. Contribute to policy and procedure updates, project initiatives, and internal action plans by offering insights and ensuring deliverables are completed within defined timelines. Project & Departmental Support Assist the Servicing Management team in planning and coordinating departmental responsibilities and corporate projects. Oversee the allocation of project‑related tasks across the team, ensuring interdependencies, milestones, and deliverables are met; elevate risks or issues as necessary. Stakeholder Relationship Management Serve as a key escalation point for external clients, including borrowers, lenders, investors, brokers, insurers, and vendors, by managing complex inquiries with professionalism and urgency. Collaborate cross‑functionally with internal partners in Origination, Credit, Servicing, and Finance to resolve issues and confirm data for high‑complexity loan transactions. Data Integrity & Documentation Assign and oversee routine data collection and reporting responsibilities to team members, ensuring accuracy and consistency across internal platforms. Maintain data integrity in spreadsheets, standard reports, and internal databases through regular oversight and validation. Oversee document management practices, including the creation, review, organization, and maintenance of electronic and physical records. Collaborate with Servicing Management to standardize and enhance templates, reports, statements, and communications to align with service standards. Have a university degree in Business/Finance/ Real Estate/ Accounting/ Insurance, with a professional designation (such as CFA considered an asset). Have a minimum of 3 years of experience as a Mortgage/Lending Specialist. Experience within the financial or lending services industry/ institution and real estate knowledge are considered assets. Have experience managing a team of direct reports providing, teaching, coaching, and mentoring. Are an advanced user of MS Office and Excel. Have a high level of critical and logical thinking, analysis, and/or reasoning to identify underlying principles, reasons, or facts. Health and Wellness Spending Accounts Health, Drug, Vision, and Dental benefits Paid vacation, sick days, and perso