On a daily basis, the incumbent will strive to provide superior customer service by way of managing complex commercial mortgage facilities. Critical success factors include completion of renewals, refinances, assumptions, annual reviews and ad-hoc requests quickly, efficiently, and accurately, often with limited and/or incomplete information.
On a daily basis, the incumbent is responsible for ensuring that credit risk associated with their portfolio of mortgages is controlled and within approved guidelines.
On a daily basis, the incumbent will leverage extensive industry knowledge and expertise in order to provide significant levels of support and guidance to junior members of the team.
On a daily basis, the incumbent will communicate with internal contacts (management, originations, funders, coordinators, etc.) to ensure all transactions and ad-hoc requests are meeting prescribed deadlines in a timely and efficient manner.
On a weekly, monthly, and/or quarterly basis, the incumbent will be responsible for the preparation of specific reports on assigned categories required for the department/Company which will be relied upon by Senior Management.
On a daily basis, the incumbent will be responsible for contributing to special projects as assigned from time to time.

Post-secondary education (diploma/degree) preferably in business or finance
Bilingualism (French/English) is considered an asset
Proficient underwriting skills with a minimum 7-10 years’ commercial mortgage experience
Sound technical knowledge of commercial real estate underwriting, financial statement analysis and factors affecting the commercial mortgage market
Significant exposure to/experience with construction and syndicated lending across all asset types
Working knowledge of AML/ATF regulations and Corporate/Legal documentation for commercial real estate in multiple jurisdictions across Canada
Good working knowledge of MS Office (primarily Word and Excel)
Effective analytical and problem solving skills
Strong organizational and time management skills
Ability to handle multiple competing priorities
Strong negotiation skills
Demonstrated ability to work independently to achieve goals
Proven track record of mentorship/employee development
Highly developed verbal and written communication skills with the ability to communicate to Senior Management and Partners in a clear, concise and professional manner

Competitive discretionary bonus
Market leading RRSP match program
Medical, dental, vision, life, and disability benefits
Employee Share Purchase Plan
Maternity/Parental top-up while you care for your little one
Generous vacation policy and personal days
Virtual events to connect with your fellow colleagues
Professional development and comprehensive Career Development program
A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

Bilingual Senior Account Manager, Portfolio Management

Key skills