Trade Promotion Analyst shaping trade strategy and driving commercial excellence for CPG health products. Overseeing promotions, analytics, and cross - functional collaboration with various teams.
About the role
- Analyst providing essential support in managing commercial mortgages at CMLS Financial. Involved in client retention strategies, due diligence, and compliance tasks with real estate focus.
Responsibilities
- Provide administrative support to the Commercial Maturities team, ensuring smooth day-to-day operations.
- Support ongoing interaction with investor clients, borrower clients and internal teams to facilitate mortgage extensions, renewals and refinances.
- Conduct due diligence and analyze financial data, credit information, and security assessments for commercial mortgage renewals and refinances.
- Prepare underwriting, summaries, and recommendations for credit risk assessments and renewal/refinance funding requirements.
- Assist with compliance-related tasks and maintain adherence to internal policies, procedures, and investor requirements.
- Monitor market trends and provide insights to support proactive risk management and client retention strategies.
- Collaborate with team members to ensure mortgage maturity deadlines are met.
- Support department projects and initiatives as assigned by the Associate Director, Commercial Origination.
Requirements
- Undergraduate degree in finance, economics, urban land development, accounting, business administration, or a related field.
- Experience in commercial real estate, credit risk management, or mortgage administration preferred.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint).
- Exceptional organizational skills and attention to detail, with the ability to manage multiple tasks and meet tight deadlines.
- Excellent written and verbal communication skills, with a customer-focused approach.
- Passion for real estate and an understanding of financial statement analysis.
- A results-driven mindset with a high level of accountability and ownership over work.
- Requirement to be in office at minimum 3 days per week to collaborate with the team.
Benefits
- Professional development opportunities
- Collaboration in a dynamic team environment
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