Mortgage Portfolio Analyst

1 week ago

Vancouver, British Columbia, Canada First National Financial Full time
About the Role

We are seeking a highly skilled Commercial Finance Analyst to join our team at First National Financial. As a key member of our commercial mortgage division, you will play a critical role in the production and development of our commercial mortgage portfolio.

Key Responsibilities
  • Develop and analyze construction/development pro-formas for multi-unit housing type projects
  • Analyze financial information on commercial properties, including rent rolls, operating statements, and financial/net worth statements, to assist management in determining loan size, terms, conditions, and pricing
  • Review third-party reports, including appraisal, phase I/II environmental reports, and engineering reports, to determine compliance with investor requirements, product lending, and guidelines
  • Prepare loan summaries, including financial analysis and credit documents, to assist in the loan approval process
  • Coordinate with funders, investors, legal, and other third-party consultants to ensure loan conditions are met
  • Monitor ongoing construction loan draws, cross-referencing budgets, and ensuring applicable undertakings are performed
  • Monitor pending and approved loans and any corresponding fees, including a review of any fees currently on deposit with First National
  • Perform other duties as necessary to support the goals and objectives of the commercial mortgage division
  • Adhere to policies/procedures to ensure AML requirements are met, when applicable
Requirements
  • Undergraduate degree with a focus in a finance-related discipline
  • 2-3 years' experience in a relative role, preferred, but will consider candidates with less or more experience if a fit can be determined
  • Knowledge of applicable real estate lending regulations
  • Experience in financial analysis, including balance sheets and income statements
  • Knowledge of the regulations related to real estate loans
  • Organizational skills to manage several ongoing and competing tasks simultaneously
  • High degree of consistent accuracy and attention to detail
  • Strong interpersonal communication skills
  • Able to work with minimum supervision
  • Results-oriented and highly motivated
  • Self-starter
  • Preferred experience in construction finance, development industry, private equity, cost consulting, or accounting with a real estate focus
  • Familiarity with principles of property valuation and the construction process
  • Advanced PC skills, with an emphasis on Word and Excel
Working Environment
  • 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
About First National Financial

First National Financial is one of Canada's largest non-bank lenders, providing residential mortgages exclusively through the mortgage broker channel and commercial mortgage lending. We are committed to diversity and inclusion and are proud to be an equal opportunity employer.

We offer a competitive compensation package, comprehensive benefits program, and hybrid working environment. Our team is supportive and collaborative, and we provide extensive training programs to set our employees up for success.

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