Fulfillment Analyst--Bilingual

The Opportunity

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.

• 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.
• 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.
• This position requires linguistic fluency. Priority will be given to candidates completely fluent in English and French.

• 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.
• 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.
• Bilingualism required (French and English) – interactions with English and French speaking customers or partners.

• 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.

• 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 employees up for success.
• Modern office environment conducive to collaboration.
• Supportive teamwork culture.
• Ongoing social events throughout the year.

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 ac if you need an accommodation at any point in the recruitment process.