21 Aug
|
Jobtailor
|
Ontario
Prepare, maintain, and distribute the Construction Progress Report monthly
Coordinate with Account Managers, Analysts, Servicers, and internal and external stakeholders to obtain and validate project information
Own the end-to-end reporting process and produce high-quality reports for Risk Management
Support daily administration of the commercial loan book with Account Managers
Generate pricing quotes and request and review due diligence materials
Follow up on outstanding renewal or annual review conditions, AML documentation, and mortgage payouts
Process mortgage renewals, extensions, annual reviews, and loan detail changes in PPlus
Track renewal conditions and ensure AML guidelines are met before administering transactions
Communicate with internal and external contacts to process transactions efficiently and deliver customer service
Update renewal and annual review pipeline reports
Prepare departmental management reports for month-end and quarter-end
Assist with construction loan sub-advances, documentation collection, data entry, advance reconciliation, and funding coordination
Support AML compliance and reporting requirements for the Commercial Finance Group loan book
Requirements OSSD diploma
Post-secondary education is considered an asset
1–3 years of commercial mortgage administration and credit experience is a definite asset
Extensive working knowledge of MS Office, including Word, Excel, Outlook, and PowerPoint
Working knowledge of Cyber Query and PPlus
Ability to summarize and analyse raw data in Excel using VLOOKUPs, macros, pivot tables, and graphs
Excellent attention to detail
Highly developed verbal and written communication skills
Ability to respond clearly, concisely, and professionally
Ability to work well under pressure
Team player
Understanding of AML guidelines, company guidelines, and policies
Ability to independently transform raw data into transparent, actionable reports
Core Competencies Demonstrates expertise in commercial mortgage administration, including processing renewals and compliance with AML guidelines. Proficient in data analysis and reporting, utilizing tools like Excel and PPlus to deliver actionable insights.
Highest-signal resume keywords Commercial Mortgage Administration
Data Analysis Using Excel
PPlus Proficiency
AML Compliance Understanding
Verbal And Written Communication Skills
ATS Optimization Keywords Hard Skills Data Entry
Loan Detail Changes
VLOOKUP
Macros
Pivot Tables
Graphs
Construction Progress Reporting
Pricing Quotes Generation
Documentation Collection
Funding Coordination
Soft Skills Attention To Detail
Team Player
Ability To Work Under Pressure
Clear Communication
Professionalism
Certifications & Qualifications OSSD Diploma
Post-Secondary Education
Industry Keywords AML Guidelines
Commercial Finance
Risk Management
Loan Book Administration
Renewal Conditions
Tools & Technologies MS Office
Cyber Query
PPlus
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📌 Commercial Mortgage Coordinator, Portfolio Management, Commercial Finance Group (Ontario)
🏢 Jobtailor
📍 Ontario