Associate, Commercial Mortgages

At BGO, your work has real impact in the markets you know best, backed by the strength of a global real estate platform. Our teams bring deep local insight, long-term thinking, and institutional investment and management excellence to serve more than 750 leading investors across office, industrial, multi-residential, retail, and hospitality assets worldwide. Whether you are focused on a single city or collaborating across regions, you will be trusted with meaningful work, surrounded by talented professionals, and supported by a culture that values ownership, collaboration, and growth.

We know our success is only as strong as the people behind it. That is why we invest in our teams, embrace innovation and technology to work smarter, and place real value on relationships, mentorship, and the human connections that make great work possible. At BGO, ambition is supported, ideas are welcomed, contributions are recognized, and success is shared, creating space for you to grow, thrive, and build a rewarding career.

BGO is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. For more information, please visit  .

Reporting to the Prairies regional leader, the Associate, Commercial Mortgages will be engaged in assisting with the origination/underwriting of mortgages and credit ratings and operations. Loan origination will be for Sun Life Financials General Account and provide mortgage origination products and services for SLC Management and/or BGO. The Associate will be part of the mortgage team originating mortgages for the Canadian Mortgage portfolio in Alberta with annual volume targets determined by Portfolio Management and senior mortgage Leaders.

In this role, the Associate is responsible for the timely and accurate preparation of mortgage loan recommendations (underwriting), loan closings and requested amendments to mortgage security. In addition, the Associate supports the Vice President in the business development or “production” component of their role.

The role will be based in Calgary, and the candidate is expected to be in the office four days a week, on average.

• Review and analyze mortgage loan opportunities and make recommendations to senior leaders
• Manage closing of loan transactions by working with branch staff, counsel and clients/brokers
• Support ongoing portfolio management, including monitoring performance and recommending amendments
• Establish and maintain relationships with clients, real estate and mortgage brokerage firms for the purpose of actively seeking prospective mortgage investment opportunities
• Keep current with market trends and activities
• Analyze, recommend, and manage changes or amendments to mortgage security
• Ensure compliance with internal policies, regulatory requirements, and documentation standards
• Maintain accurate deal tracking and reporting throughout the transaction lifecycle
• Develop and maintain strong knowledge of the Calgary and Prairies commercial real estate trends, market dynamics, and key players
• Establish and maintain good relationships with internal and external partners including mortgage servicing, internal legal, credit risk, compliance, portfolio management, asset management and external service providers
• Collaborate with national teams to support broader portfolio and investment objectives

• Eager to ignite our company's spirit as a culture champion, embracing and embodying our dynamic values:
  Focus on What Matters, Be the Change, Do the Right Thing, and Together We Win
• Minimum 3 years of experience in commercial mortgage underwriting or lending, preferably within Alberta
• Strong credit judgment and risk assessment capabilities with experience in complex…