Funding Officer
About the role
Be part of a Socially Responsible Organization We are a unique asset management firm that stands out for value creation and its pursuit of sustainable wealth for our clients. Thanks to our people's expertise, we can achieve our purpose and participate in the responsible development of our communities. We manage more than 40 billion dollars in assets and have more than 170 employees spread across our headquarters in Montreal and our offices in Toronto, Guelph, and Regina. We have adopted a hybrid work model that promotes work-life balance as well as a collegiality that sets us apart in the workplace.
The Commercial Mortgages Sector: A Unique Asset Class Are you interested in joining a team of experts dedicated solely to commercial mortgages, creating long-term value through diversified mortgage portfolios? Addenda Capital is the ideal place to build relationships with key market players and collaborate with colleagues from other sectors. Reporting to the Manager, Commercial Mortgages, you will play a key role in funding commercial mortgage transactions and supporting ongoing portfolio analytics. You will collaborate with internal and external parties to ensure all legal, credit and regulatory conditions are satisfied prior to funding. This role focuses on funding commercial mortgages, with opportunities to build financial analysis and risk assessment expertise through contributions to annual loan reviews and market analysis.
Your responsibilities Verify all mortgage funding conditions prior to loan disbursement, ensuring compliance with legal, regulatory, and internal policy requirements; Confirm all loan credit conditions are satisfied, including adherence to loan metric requirements; Provide funding recommendations to initiate calls for investor capital once credit conditions are fully satisfied; Analyze and input operating statements and leases into the loan management system to maintain accurate and reliable loan-level information; Prepare annual loan reviews to assess current market value and risk, ensuring completeness and accuracy for senior approval; Assess real estate market conditions and prepare quarterly presentations to support overall portfolio management; Collect, review, and validate required conditions and legal amendments for mortgage renewals, extensions, and amendments; Collaborate with the portfolio management team, administration team, mortgage brokers and solicitors to support timely and accurate loan funding.
What you bring University degree in Business, Finance, or related discipline; CFA designation or enrollment in the CFA program with commitment to obtain the designation is considered an asset; Experience in commercial mortgages, real estate, investment management, or banking is considered an asset; Completion of the UBC Sauder School of Business Mortgage Brokerage Course within 12 months; Analytical skills including the use of Excel; Superior written and verbal communication skills; Fluency in the French Language is considered an asset.
What sets you apart Strong attention to detail and accuracy under tight deadlines; Solid analytical thinking to support loan funding decisions; Effective organization and time management skills; Adaptable in a fast-paced, changing environment; Collaborative team player with a knowledge-sharing mindset; Proactive and resourceful, with sound judgment to escalate matters appropriately;
Do you have a genuine interest in this position and meet most of the requirements? Apply now! We value differences and discussions by creating and maintaining an inclusive, equitable and accessible work environment that fosters collaboration. Let us know what makes you unique and how you will make a difference in the Addenda Capital team.
Not the right fit? Search for Funding Officer jobs in Regina, Saskatchewan, Canada
About Addenda Capital
Addenda Capital est une entreprise de gestion de placements qui propose des solutions à sa clientèle institutionnelle et privée à valeur nette élevée. Nous offrons des services d’experts pour une vaste gamme de classes d’actif. Notre mission consiste à ajouter de la valeur au moyen de l’innovation, de la discipline et de l’intégrité, en plus d’entretenir des relations étroites avec nos clients.
Avec son réseau de bureaux à Montréal, Guelph, Regina et Toronto, Addenda Capital est en mesure de proposer à sa clientèle des solutions de placement classiques ou novatrices.
Addenda Capital is an investment management firm providing solutions for institutional and high net worth clients. We offer our clients expert services in a broad range of asset classes. Our mission is to add value through innovation, discipline and integrity, and to nurture genuine partnerships with our clients.
With offices in Montréal, Guelph, Regina and Toronto and a team of over 70 investment professionals, Addenda Capital offers traditional and alternative investment solutions that meet clients' needs.
Similar Jobs
Funding Officer
About the role
Be part of a Socially Responsible Organization We are a unique asset management firm that stands out for value creation and its pursuit of sustainable wealth for our clients. Thanks to our people's expertise, we can achieve our purpose and participate in the responsible development of our communities. We manage more than 40 billion dollars in assets and have more than 170 employees spread across our headquarters in Montreal and our offices in Toronto, Guelph, and Regina. We have adopted a hybrid work model that promotes work-life balance as well as a collegiality that sets us apart in the workplace.
The Commercial Mortgages Sector: A Unique Asset Class Are you interested in joining a team of experts dedicated solely to commercial mortgages, creating long-term value through diversified mortgage portfolios? Addenda Capital is the ideal place to build relationships with key market players and collaborate with colleagues from other sectors. Reporting to the Manager, Commercial Mortgages, you will play a key role in funding commercial mortgage transactions and supporting ongoing portfolio analytics. You will collaborate with internal and external parties to ensure all legal, credit and regulatory conditions are satisfied prior to funding. This role focuses on funding commercial mortgages, with opportunities to build financial analysis and risk assessment expertise through contributions to annual loan reviews and market analysis.
Your responsibilities Verify all mortgage funding conditions prior to loan disbursement, ensuring compliance with legal, regulatory, and internal policy requirements; Confirm all loan credit conditions are satisfied, including adherence to loan metric requirements; Provide funding recommendations to initiate calls for investor capital once credit conditions are fully satisfied; Analyze and input operating statements and leases into the loan management system to maintain accurate and reliable loan-level information; Prepare annual loan reviews to assess current market value and risk, ensuring completeness and accuracy for senior approval; Assess real estate market conditions and prepare quarterly presentations to support overall portfolio management; Collect, review, and validate required conditions and legal amendments for mortgage renewals, extensions, and amendments; Collaborate with the portfolio management team, administration team, mortgage brokers and solicitors to support timely and accurate loan funding.
What you bring University degree in Business, Finance, or related discipline; CFA designation or enrollment in the CFA program with commitment to obtain the designation is considered an asset; Experience in commercial mortgages, real estate, investment management, or banking is considered an asset; Completion of the UBC Sauder School of Business Mortgage Brokerage Course within 12 months; Analytical skills including the use of Excel; Superior written and verbal communication skills; Fluency in the French Language is considered an asset.
What sets you apart Strong attention to detail and accuracy under tight deadlines; Solid analytical thinking to support loan funding decisions; Effective organization and time management skills; Adaptable in a fast-paced, changing environment; Collaborative team player with a knowledge-sharing mindset; Proactive and resourceful, with sound judgment to escalate matters appropriately;
Do you have a genuine interest in this position and meet most of the requirements? Apply now! We value differences and discussions by creating and maintaining an inclusive, equitable and accessible work environment that fosters collaboration. Let us know what makes you unique and how you will make a difference in the Addenda Capital team.
Not the right fit? Search for Funding Officer jobs in Regina, Saskatchewan, Canada
About Addenda Capital
Addenda Capital est une entreprise de gestion de placements qui propose des solutions à sa clientèle institutionnelle et privée à valeur nette élevée. Nous offrons des services d’experts pour une vaste gamme de classes d’actif. Notre mission consiste à ajouter de la valeur au moyen de l’innovation, de la discipline et de l’intégrité, en plus d’entretenir des relations étroites avec nos clients.
Avec son réseau de bureaux à Montréal, Guelph, Regina et Toronto, Addenda Capital est en mesure de proposer à sa clientèle des solutions de placement classiques ou novatrices.
Addenda Capital is an investment management firm providing solutions for institutional and high net worth clients. We offer our clients expert services in a broad range of asset classes. Our mission is to add value through innovation, discipline and integrity, and to nurture genuine partnerships with our clients.
With offices in Montréal, Guelph, Regina and Toronto and a team of over 70 investment professionals, Addenda Capital offers traditional and alternative investment solutions that meet clients' needs.