Verified Job
Real Estate
Associate, Mortgage Origination- job post Cameron Stephens Mortgage Capital
Real Estate
#801520
Remote / WFH
Cameron Stephens Mortgage Capital
Job Description
Full job description
Status:
Full-Time
Location:
Toronto, ON
Salary:
$60,000 to $100,000
Reports to:
VP Origination
Position Summary:
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:
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.
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.
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.
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.
Status:
Full-Time
Location:
Toronto, ON
Salary:
$60,000 to $100,000
Reports to:
VP Origination
Position Summary:
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:
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.
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.
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.
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.
