Join the Mortgage Operations / Accounting team and gain hands-on experience supporting the end-to-end servicing and operational accounting activities of a commercial mortgage portfolio. You will work with colleagues across Cash and Tax, Client Servicing, Statements, mortgage systems, testing, and process improvement.

The role combines day-to-day operational exposure with project work focused on accuracy, controls, client service, and practical use of automation and AI-enabled tools.

This opportunity is suited to a second- or third-year student who is curious, detail-oriented, comfortable working with data, and eager to understand how teams, systems, transactions, and controls connect across the commercial mortgage lifecycle.

Position Responsibilities

- Learn the commercial mortgage lifecycle and support activities across Mortgage Operations and Accounting.

- Assist with cash, tax, transaction, reconciliation, reserve-account, reporting, statement, and operational accounting activities under appropriate supervision.

- Support client-servicing processes by organizing information, monitoring requests, preparing or maintaining documentation, and helping coordinate work across functional teams.

- Help review data and reports for completeness, accuracy, and exceptions, and follow up with the appropriate team members.

- Participate in mortgage system testing and user acceptance testing by executing test scripts, documenting results, retaining evidence, and reporting issues clearly.

- Prepare and maintain spreadsheets, reports, process documentation, checklists, and reference materials for internal use.





- Map selected processes and identify opportunities to reduce manual effort, strengthen controls, improve accuracy, or enhance the client and employee experience.

- Use approved Excel, Microsoft 365, automation, and AI-enabled tools to support analysis, documentation, testing, and process improvement, with appropriate human review and adherence to company requirements.

- Collaborate with cross-functional partners, participate in team meetings, and provide clear updates on assigned work.

- Support special projects and other Mortgage Operations / Accounting priorities as assigned.

Required Qualifications

- Currently enrolled in a post-secondary program in Accounting, Finance, Business, Commerce, Economics, or a related field, preferably in second or third year.

- Basic understanding of accounting concepts and an interest in financial services, mortgage operations, or operational accounting.

- Proficiency in Microsoft Office, particularly Microsoft Excel.

- Strong analytical and problem-solving skills, with careful attention to accuracy and detail.

- Ability to organize work, manage priorities, follow documented procedures, and meet agreed deadlines.

- Clear written and verbal communication skills.





- Ability to work effectively both independently and as part of a collaborative team.

- Curiosity, initiative, sound judgement, and willingness to learn recent systems and processes.

- Commitment to handling confidential business, financial, and client information responsibly.

Preferred Qualifications

- Experience using Excel features such as formulas, lookups, PivotTables, data validation, or reconciliation techniques.

- Coursework or practical experience involving accounting, finance, data analysis, business processes, or information systems.

- Exposure to Power Query, Power BI, Power Automate, VBA, SQL, Alteryx, Microsoft Copilot, or other automation and analytics tools.

- Interest in commercial mortgages, investment operations, banking, client servicing, cash management, tax processes, system testing, or process improvement.

- Experience documenting procedures, creating process maps, completing testing, or participating in a group project with defined deliverables.

- Availability for a 3-4 month work term.

When You Join Our Team

- You will be supported in learning and growing the career you want.

- You will contribute in a collaborative environment that values responsible innovation, inclusion, integrity, and continuous improvement.

- You will gain practical exposure to commercial mortgage operations, accounting, systems, controls, and cross-functional teamwork.

The role being advertised is an existing vacancy.

We use data and analytics technologies, such as artificial intellig

📌 Summer 2027 Intern (Canada)
🏢 Manulife
📍 Canada