Fulfillment Analyst—Bilingual, Commercial Funding
Top Benefits
About the role
We are hiring a Fulfillment Analyst—Bilingual, Commercial Funding!
Reporting To: Associate Director & Team Lead, Commercial Funding
Full-Time/Part- Time: Full-time
Posting Date: July 3, 2025
Closing Date: July 17, 2025
Hours of Work: 8:30 a.m. – 5:00 p.m.
Grade: 8.3
Office Location: Toronto 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
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.
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.
#FNLOON
About First National Financial
First National Financial LP is Canada's largest non-bank lender, originating and servicing both residential and commercial mortgages. As the leading lender of CMHC and conventional mortgages, First National currently has more than $120 billion in mortgages under administration.
We apply ingenuity when developing financing solutions with clients and brokers, relying on our broad product lineup, expertise, network and spirit to take smart risks. We execute quickly and competitively, but we go beyond that traditional approach to service to provide value beyond rate, market education, business development opportunities and true enabling technology.
First National Financial LP FSRA License Nos. 10514 & 11252
Financière First National S.E.C., le plus important prêteur non bancaire au Canada, est un initiateur et un fournisseur de services de prêts hypothécaires résidentiels et commerciaux. En tant que plus important prêteur proposant des prêts hypothécaires assurés par la SCHL et des prêts hypothécaires standard, First National gère actuellement plus 103 milliards de dollars en prêts hypothécaires.
En collaboration avec nos clients et nos courtiers, nous élaborons des solutions de financement ingénieuses grâce à notre large éventail de produits, à notre savoir-faire et à notre solide réseau, tout en sachant prendre des risques calculés. Notre exécution est toujours rapide et concurrentielle, mais nous allons au-delà de cette approche conventionnelle afin d'offrir une proposition de valeur dépassant les taux ainsi que de l'information sur les marchés, des occasions de prospection de clientèle et une véritable technologie habilitante.
Financière First National S.E.C. Permis nos 10514 et 11252 de la ARSF
Fulfillment Analyst—Bilingual, Commercial Funding
Top Benefits
About the role
We are hiring a Fulfillment Analyst—Bilingual, Commercial Funding!
Reporting To: Associate Director & Team Lead, Commercial Funding
Full-Time/Part- Time: Full-time
Posting Date: July 3, 2025
Closing Date: July 17, 2025
Hours of Work: 8:30 a.m. – 5:00 p.m.
Grade: 8.3
Office Location: Toronto 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
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.
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.
#FNLOON
About First National Financial
First National Financial LP is Canada's largest non-bank lender, originating and servicing both residential and commercial mortgages. As the leading lender of CMHC and conventional mortgages, First National currently has more than $120 billion in mortgages under administration.
We apply ingenuity when developing financing solutions with clients and brokers, relying on our broad product lineup, expertise, network and spirit to take smart risks. We execute quickly and competitively, but we go beyond that traditional approach to service to provide value beyond rate, market education, business development opportunities and true enabling technology.
First National Financial LP FSRA License Nos. 10514 & 11252
Financière First National S.E.C., le plus important prêteur non bancaire au Canada, est un initiateur et un fournisseur de services de prêts hypothécaires résidentiels et commerciaux. En tant que plus important prêteur proposant des prêts hypothécaires assurés par la SCHL et des prêts hypothécaires standard, First National gère actuellement plus 103 milliards de dollars en prêts hypothécaires.
En collaboration avec nos clients et nos courtiers, nous élaborons des solutions de financement ingénieuses grâce à notre large éventail de produits, à notre savoir-faire et à notre solide réseau, tout en sachant prendre des risques calculés. Notre exécution est toujours rapide et concurrentielle, mais nous allons au-delà de cette approche conventionnelle afin d'offrir une proposition de valeur dépassant les taux ainsi que de l'information sur les marchés, des occasions de prospection de clientèle et une véritable technologie habilitante.
Financière First National S.E.C. Permis nos 10514 et 11252 de la ARSF