Commercial Mortgage Analyst, Portfolio Management, CFG

The core parts of your role would be to:

• On a daily basis, the incumbent will support the Commercial Portfolio Management team with the ongoing management of active loans.  Specifically, time will be spent on the review and analysis of construction sub-advance requests (60%). 

• On a daily basis, the incumbent will support Account Managers and/or Sr. Account Managers with the preparation of annual reviews, extension memorandums, and ad hoc requests quickly, efficiently, and accurately, often with limited and/or incomplete information. The incumbent must be able to manage multiple competing priorities in order to achieve aggressive timelines. (30%). 

• On a daily basis, the incumbent will be responsible for maintaining the currency of all renewal/annual review/sub-advance  pipeline reports.  The incumbent will be responsible for the preparation of specific departmental management reports that will be relied upon by Management (10%).   

Let's Talk About You!

• Post-secondary education (diploma/degree) preferred, preferably in business or finance 

• 3+ years’ experience in the financial services industry, preferably experience working in commercial banking or commercial mortgage lending 

• Demonstrated service excellence within their field  

• Strong working knowledge of MS Office (primarily Word and Excel) 

• Effective analytical and problem-solving skills 

• Strong business sense combined with sound technical knowledge of secured lending and factors affecting the commercial mortgage market 

• Established organizational skills 

• Ability to handle multiple competing priorities 

• Good time management skills 

• Excellent communication skills, both oral and written 

Job Complexities/Thinking Challenges:

The position requires the incumbent to be a self-starter. Commercial mortgage applications can be complex in nature, requiring creative and innovative thinking and proactive problem-solving.  The incumbent must also have the ability to work independently with minimal supervision to properly identify and mitigate risks associated with individual transactions while balancing the needs of the client. The incumbent is required to follow corporate policies, procedures, and regulatory requirements in order to work through files and rationalize the recommendations or decisions made.  In some cases, viability is assessed with limited access to information or documentation.