- 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 clear, 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
- Transparent 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 (Toronto)
🏢 Jobtailor
📍 Toronto