Coordinator for loan portfolio accuracy at Futurpreneur, ensuring proper documentation and financial reporting while collaborating with teams in a hybrid setting.
Responsibilities
Prepare files for loan disbursements and/or payments
Ensure loan advancement by accurately uploading disbursement EFTs
Reverse and assign payments that return NSF (non-sufficient funds)
Program loan restructure requests in the loans system
Generate and upload monthly loan statements to client portal
Monitor change request dashboard to respond to inquiries
Prepare yearly audit confirmation letters
Review loan files and transaction records for accuracy
Reconcile all loan transactions in the loans system
Upload transactions to the accounting system for month-end
Work with Finance team to resolve discrepancies
Run system reports for loan portfolio accuracy
Collaborate with Finance for Excel-based ad hoc reports
Assist with monthly/quarterly reports on disbursements, write-offs, restructures
Monitor client survey responses and address concerns
Identify opportunities for workflow improvements
Work on loan system improvements with feedback
Provide operational support as assigned
Requirements
Relevant experience in Finance, Business Administration or related discipline or equivalent hands-on career experience
2 years' experience in loan portfolio or business administration
Detail-oriented with strong attention to accuracy
Full proficiency in Microsoft Office - Intermediate-level Excel skills
Experience in working with a client relationship management (CRM) system
Experience in supporting internal and external client needs
Proven success working proactively both independently and as part of a team
Track record of contributing ideas and implementing process improvements
Demonstrated ability to work effectively under pressure in a dynamic environment
Ability to work in a fast-paced environment
Excellent English verbal and written communication skills
Bilingualism in French & English (spoken & written) is an asset
Benefits
Comprehensive health and dental coverage
Health spending account
Mental wellness support
RRSP matching program
Learning allowance
Coaching program
Access to an e-learning platform
Generous time off including paid vacation, personal days, summer hours and office closure at end of December
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