Careers

Where we commit to hire the best and support our people to be their best.

We are seeking an Associate that plays a critical role in both originating new commercial mortgage transactions and managing an active loan portfolio. This dual-function position bridges front-end deal execution and post-funding account management. The individual is responsible for financial analysis, underwriting, documentation, and managing internal workflows across the entire loan lifecycle, ensuring deals are executed with discipline, precision, and a client-first approach.

Key Responsibilities:

1. Deal Intake & Pipeline Management
   • Conduct intake for new transactions within 24 hours, providing initial financial models and written recommendations.
   • Prepare Deal Qualification Meeting (DQM) applications and track deal statuses in Salesforce.
   • Maintain and update data deal with precision and completeness across systems, primarily Salesforce.
2. Deal Structuring & Credit Committee Preparation
   • Structure deals and prepare financial models under the guidance of the Relationship manager.
   • Prepare and update A/B Term Sheets and draft Letters of Intent (LOIs) for borrower execution (capacity permitting).
   • Assemble materials for the Internal Credit Committee (ICC) and incorporate feedback.
   • Conduct market analysis and review Borrower Personal Net Worth Statements and project-level data.
3.  Due Diligence & Underwriting
   • Lead collection of borrower due diligence and KYC documentation in accordance with AML legislation.
   • Finalize underwriting models and complete the underwriting checklist.
   • Draft comprehensive Loan Summaries based on approved terms.
   • Respond to investor questions and documentation requests from Credit team.
4. Documentation & Funding Preparation
   • Prepare Commitment Letters and Funding Packages (including fee schedules etc.).
   • Coordinate and track revisions, approvals, and borrower sign-off.
   • Ensure complete and accurate Salesforce records, including CSSL and investor fields.
5. Post-Funding Account Management
   • Oversee a portfolio of active loans post-funding.
   • Prepare annual covenant packages (PNW, Financials, Rent Rolls, OpEx) and quarterly/monthly loan performance updates.
   • Draft memos and amendment letters.
   • Maintain DSCR compliance tracking and covenant monitoring.
   • Communicate proactively with borrowers and flag issues to the Relationship Manager and Credit.
6. Amendments, Extensions & Renewals
   • Prepare Amendment Requests and Letters, Extension/Renewal Requests and Letters, and associated Funding Packages.
   • Initiate contact with borrowers 120 days ahead of loan maturity.
   • Ensure full documentation is obtained and reflected in Salesforce.
7.  Communication, Reporting & Leadership
   • Attend weekly team meetings fully prepared with updated deal status.
   • Submit “Must-Win” priorities weekly to Relationship Manager.
   • Demonstrate proactive ownership of files and internal coordination.
   • Engage in lead generation and meeting coordination where capacity allows.

Are you aligned with our Mission, Vision and Values?

Our Mission is to advance our client-first philosophy by managing investor capital with the highest levels of professionalism and integrity. We are dedicated to capital preservation while simultaneously forging long-term relationships with our real estate developer partners. We are committed to excellence in everything we do and building trust with all our stakeholders.

Our Vision is to be a leading force in the Commercial Real Estate industry, in the markets we serve across North America, known for disrupting the status quo and setting new standards of service and excellence. We aspire to make a significant impact on everyone we engage with—clients, investors, employees, and the communities we support—by consistently delivering unparalleled value and fostering meaningful change.

Our Values:

· Authenticity: We are genuine, transparent, and honest. We build trust through open communication and consistent actions.

· Urgency: We move with purpose and pace. We respond quickly and act decisively, knowing that speed matters in our business.

· Intellectual Curiosity: We ask questions, challenge assumptions, and never stop learning. We seek out better ways to solve problems.

· Loyalty: We are committed to our clients, our colleagues, and our company. We support one another and stick with our commitments.

· Entrepreneurial Mindset: We take initiative, embrace accountability, and push beyond the expected. We think and act like owners.

· Respectfully Confident: We know our strengths, lead through actions, and stay grounded. We let results speak for themselves.

What we believe our ideal candidate will possess:

Key Competencies & Skills

· Strong commercial real estate financial modeling capabilities.

· Superior organizational and project management skills.

· Attention to detail and commitment to documentation accuracy.

· Ability to manage multiple deals concurrently and meet deadlines.

· Excellent verbal and written communication skills.

· Professional judgment and client-first mindset.

· High proficiency in Excel, Word, and Salesforce.

What we offer our people:

· Competitive salary and bonus structure

· Comprehensive medical benefits and Health Care Spending Account

· Annual fitness allowance

· RRSP matching program

· Tuition Reimbursement Program

· Professional development opportunities

· Company wide team building events