Fulfillment Analyst, Commercial Funding
- Toronto, ON, Canada
- East York, ON, Canada
$55,000 - $65,000 · Full-time
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Job details
- Pay
- $55,000 - $65,000
- Job type
- Full-time
- Apply by
- Experience
- Minimum of 2 years of experience in Finance, Commercial Real Estate, Business or Accounting with professional designation such as CCIM considered an asset
- Posting language
- English
- Posted
Original job description
We are hiring a Fulfillment Analyst, Commercial Funding!
Reporting To
Associate Director & Team Lead, Commercial Funding
Full-Time/Part- Time
Full-time
Salary Range
$55,000 - $65,000
Posting Date
September 25, 2026
Closing Date
October 16, 2026
Hours Of Work
8:30 a.m. – 5:00 p.m.
Grade
Office Location:
8.3
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!
The Fulfillment Analyst, Commercial Mortgages plays a key role in supporting the successful processing of various commercial loan transactions. This position ensures all documentation, due diligence, and internal approvals are completed accurately, efficiently, and in alignment with company policies, regulatory requirements, and investor guidelines. The Fulfillment Analyst collaborates closely with internal partners, external counsel, third-party lenders, and third‑party service providers to coordinate closing activities. The primary focus is on processing construction advances, onboarding new deals on our internal system, servicing the closing of loans for third-party lenders, and supporting the funding workflow. By managing critical details, monitoring conditions precedent, and maintaining high-quality records, the Fulfillment Analyst helps safeguard the organization’s credit risk position and delivers a smooth, professional experience for clients and stakeholders.
How You Will Contribute
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.
Artificial Intelligence is not used in our recruitment or hiring process for this role.
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
Reporting To
Associate Director & Team Lead, Commercial Funding
Full-Time/Part- Time
Full-time
Salary Range
$55,000 - $65,000
Posting Date
September 25, 2026
Closing Date
October 16, 2026
Hours Of Work
8:30 a.m. – 5:00 p.m.
Grade
Office Location:
8.3
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 Fulfillment Analyst, Commercial Mortgages plays a key role in supporting the successful processing of various commercial loan transactions. This position ensures all documentation, due diligence, and internal approvals are completed accurately, efficiently, and in alignment with company policies, regulatory requirements, and investor guidelines. The Fulfillment Analyst collaborates closely with internal partners, external counsel, third-party lenders, and third‑party service providers to coordinate closing activities. The primary focus is on processing construction advances, onboarding new deals on our internal system, servicing the closing of loans for third-party lenders, and supporting the funding workflow. By managing critical details, monitoring conditions precedent, and maintaining high-quality records, the Fulfillment Analyst helps safeguard the organization’s credit risk position and delivers a smooth, professional experience for clients and stakeholders.
How You Will Contribute
- Set up initial paperless files and organize all documentation in accordance with departmental standards.
- Review and bookmark Commitment Letters, CMHC Certificates of Insurance, and other key documents to ensure accuracy and completeness.
- Prepare third‑party instructions that reflect the approved loan structure and transaction‑specific requirements.
- Complete full onboarding of new commercial mortgage files - both internally originated and third‑party originated - into Optimus (internal loan management system).
- Enter and validate all required data in Optimus, including insurance details, tax information, and other peripheral items.
- Populate internal templates and various checklists to reflect the loan particulars and track the condition precedents.
- Maintain organized, up‑to‑date paperless files, ensuring proper document naming, filing, and version control.
- Process and track advances on active construction loans, ensuring all conditions are met prior to disbursement.
- Complete special projects and operational tasks as assigned by the Assistant Manager and Manager, Commercial Mortgage Funding.
- University degree in finance, economics, commerce, law, accounting, or a related field.
- Minimum of 2 years of experience in Finance, Commercial Real Estate, Business or Accounting with professional designation such as CCIM considered an asset
- Excellent written and verbal communication skills
- Demonstrated organizational ability with a proven track record of prioritizing and managing multiple tasks
- Analytical mindset with a focus on identifying and mitigating risk
- Comfortable working in a fast-paced, deadline-driven environment
- Collaborative team player who is willing to take on additional responsibilities’ when needed
- Able to work independently, exercise sound judgment, and take ownership of an assigned portfolio with minimal supervision
- Proven ability to foster and maintain relationships
- External Customers: The Analyst collaborates closely with external counsel, borrowers, and third‑party service providers to coordinate closing activities, resolve issues, and maintain momentum toward timely funding.
- Internal Customers: Works with the Origination team and internal Funding team to support smooth onboarding and funding.
- 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
- Competitive Compensation
- Comprehensive benefits program (i.e., Health Spending Account, Maternity and Parental Leave Top Up)
- 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
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.
Artificial Intelligence is not used in our recruitment or hiring process for this role.
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
More about this job
Responsibilities
Set up and onboard commercial mortgage files, review and organize transaction documents, prepare third-party instructions, and maintain accurate loan records in the Optimus system. Track conditions precedent and process construction loan advances, coordinating with internal teams, external counsel, borrowers, and service providers to support timely and compliant funding.
Requirements
A university degree in finance, economics, commerce, law, accounting, or a related field is required, along with at least two years of experience in finance, commercial real estate, business, or accounting. Candidates should have strong communication, organizational, analytical, and relationship-building abilities, and be able to manage multiple deadlines independently; a professional designation such as CCIM is an asset.
Skills
- Commercial Mortgage Funding
- Loan Onboarding
- Construction Loan Advances
- Document Management
- Due Diligence
- Condition Precedent Tracking
- Risk Mitigation
- Financial Analysis
- Data Entry And Validation
- Regulatory Compliance
- Organization
- Prioritization
- Written Communication
- Verbal Communication
- Relationship Management
- Attention To Detail
Benefits
- Bonus
- Health Spending Account
- Maternity And Parental Leave Top-Up
- Training Programs
- Career Advancement Opportunities
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
- Administrative
Keywords
- Commercial Mortgages
- Commercial Funding
- Loan Transactions
- Construction Advances
- Loan Onboarding
- Optimus
- Commitment Letters
- CMHC Certificates Of Insurance
- Third-Party Instructions
- Conditions Precedent
- Due Diligence
- Funding Workflow
- Loan Management System
- Insurance Details
- Tax Information
- Document Version Control
- Paperless Files
- Credit Risk
- Regulatory Requirements
- Investor Guidelines
- Commercial Real Estate
- External Counsel
- Third-Party Lenders
- Borrowers
- Financial Services