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Commercial Underwriter & Analyst
Commercial Underwriter & AnalystIndi Mortgage • Kelowna, Regional District of Central Okanagan, CA
Commercial Underwriter & Analyst

Commercial Underwriter & Analyst

Indi Mortgage • Kelowna, Regional District of Central Okanagan, CA
3 days ago
Job type
  • Full-time
Job description

Indi Mortgage has been a trusted mortgage brokerage since 1994. The company is committed to offering independent and unbiased mortgage advice and financing solutions to Canadian borrowers. Indi Mortgage is supported by a team of highly experienced and licensed experts who prioritize finding tailored financing solutions to meet the unique needs of their clients. With a customer-centric approach, the company has built a reputation for excellence and personalized service over the years.

Job Overview

Indi Commercial Mortgage is seeking a Commercial Underwriter & Fulfillment Specialist to support underwriting and fulfillment activities within our commercial lending operations. This role is ideal for early-career finance professionals looking for hands-on experience in commercial underwriting, document fulfillment, financial analysis, and deal management. The position combines analytical responsibilities with end-to-end execution of commercial mortgage files.

This role is an in-office position in Kelowna, BC

Responsibilities

Underwriting (supports senior team until fully trained)

  • Review and analyze commercial mortgage applications, financial statements, rent rolls, credit reports, and property appraisals
  • Assess borrower strength, property viability, and deal structure alignment with lender policies
  • Identify risks and recommend mitigation strategies
  • Prepare underwriting summaries and recommendations for approval
  • Communicate underwriting decisions to brokers, lenders, and internal stakeholders
  • Assist in creating and maintaining financial models and deal analysis templates

Fulfillment (initial primary duties)

  • Collect, verify, and track all required documents from clients and third parties
  • Liaise with lenders, legal teams, brokers, and appraisers to resolve outstanding conditions
  • Track deal progress from conditional approval through funding
  • Confirm compliance with regulatory and lender-specific requirements
  • Maintain accurate records and update internal systems
  • Additional Responsibilities

  • Assist with intake, call logs, and social media output
  • Support integration and use of the CRM
  • Participate in process improvement initiatives and technology expansion
  • Strong analytical and decision-making skills
  • Excellent communication and coordination abilities
  • High attention to detail and accuracy
  • Ability to manage multiple deals and meet deadlines
  • Proficiency in Excel and financial analysis
  • Familiarity with underwriting or loan origination software is an asset
  • Strong organizational and document management abilities
  • Salary : $25 / hour, 30 hours / week to start, depending on experience
  • Performance Bonus
  • How to Apply

  • Submit your resume to mark@markgolbey.com with the subject line : Commercial Underwriter & Fulfillment Specialist – Your Name
  • #J-18808-Ljbffr

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    Commercial Underwriter Analyst • Kelowna, Regional District of Central Okanagan, CA

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