Teams at CMLS Financial

Manage relationships with emerging mortgage brokers across Alberta, Manitoba, and Saskatchewan. Provide education on mortgage products and underwriting guidelines, grow broker portfolios toward funded-volume targets, improve pipeline conversion, collaborate with underwriting and servicing teams, and represent CMLS at regional events and networking opportunities.

Own and evolve the Commercial Analytics data platform in Microsoft Fabric. Lead data initiatives from stakeholder requirements through production, architect ingestion and storage solutions, build ELT pipelines and dimensional models, support Power BI reporting, implement validation and monitoring, optimize performance, manage access and governance, document data processes, and establish engineering standards. The role also involves migrating legacy pipelines and reports, evaluating new tools, and mentoring through code reviews and reusable patterns.

Administers the full post-funding lifecycle of commercial mortgage portfolios. Responsibilities include collecting and verifying borrower documentation, recording loan transactions, managing construction advances, calculating interest and penalties, reconciling trust accounts, processing remittances, maintaining files, preparing reports, and responding to client requests. The role also performs compliance controls, peer checks, and cross-functional support across borrower relations, collections, investor relations, and collateral management.