Coordinator, Loan Portfolio

3 weeks ago


Toronto, Canada Futurpreneur Canada Full time

**About Futurpreneur** Canada**

Futurpreneur Canada has been fuelling the entrepreneurial passions of enterprising young Canadians since 1996. We’re the only national, non-profit organization that provides financing, mentorship and resources to aspiring business owners aged 18-39. More than 16,500 young Canadian entrepreneurs, spanning every province and territory, have successfully launched their business with Futurpreneur’s support. Their main street businesses help drive Canada’s inclusive economic prosperity in communities from coast to coast to coast.

Futurpreneur is a founding member of the G20 Young Entrepreneurs’ Alliance, the Canadian member of Youth Business International, and the Canadian host of Global Entrepreneurship Week.

**OUR PURPOSE** (why we exist): To drive inclusive Canadian prosperity by fostering the success of young entrepreneurs.

**OUR MISSION **(what we do every day to fulfil our purpose): To provide early-stage financing, mentorship and other resources to help diverse aspiring entrepreneurs aged 18-39 launch successful businesses that contribute to inclusive and sustainable economic development, in their communities and for Canada.

**OUR VALUES** (how we work - our core principles and commitments): We are mission-driven, collegial & collaborative, diverse & inclusive, and accountable & transparent.

Here’s the opportunity**:Coordinator, Loan** Portfolio**

Reporting to the Manager, Loan Portfolio, the Coordinator, Loan Portfolio will contribute towards an accurate and balanced loan portfolio. You will be a part of the Finance & Loans team and will assist with processing and documenting various loan-related transactions, while adhering to the appropriate internal targets.

This is a permanent, full-time position based in Toronto, ON. The incumbent will be working on our hybrid work model (minimum 2 days in the office).

**What you will do**:
**Maintain Integrity of the Loan Portfolio**
- Prepare files for loan disbursements
- Ensure loan advancement by accurately uploading disbursement EFTs
- Process auto-debit loan payments as per scheduled due dates
- Prepare the yearly audit confirmation letters to the auditor and assist with the process as needed

**Review and Reconcile Loan Portfolio**
- On a weekly basis, reconcile all loan transactions in the loans system and upload transactions to the Accounting system for month-end
- Work with the Finance team to resolve any discrepancies that come up during the reconciliation
- Run system reports periodically to ensure accuracy of loan portfolio

**Prepare **M**onthly/**Q**uarterly Reports** for Month-End & Quarter-End**
- Collaborate with Finance and other teams to provide various Excel-basedad hoc reports using the data in the loans system
- Provide support to Director, Finance and Chief Finance Officer relating to loan portfolio reporting
- Assist with monthly/quarterly reports relating to disbursements, write-offs, and restructures to inform the Finance and Loans team on how the portfolio is doing while monitoring any related trends

**Identify** Process** and System** Improvements**
- Suggest efficiencies related to workflow within the team
- Work with manager on loan system improvements and use feedback from team to identify gaps
- Identify reporting needs and collaborate with vendor support team to implement updates as needed
- Ad hoc duties as assigned by the manager to help support the Loans and Finance team

**What you will have**:

- Relevant experience may include education with a focus 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, including dynamic spreadsheets and intermediate-level skills with other MS Office software
- Demonstrated experience in working with a client relationship management (CRM) system
- Demonstrated 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, responding to multiple queries and deadlines simultaneously
- Excellent English verbal and written communication skills
- Bilingualism in French & English (spoken & written) is an asset
- Experience and/or passion for Futurpreneur’s mission and the entrepreneurial ecosystem is an asset.
- Alignment with Futurpreneur’s values and commitment to the mission/purpose of the organization
- Be a role model for Futurpreneur’s organizational culture by creating a positive impact at every touchpoint with people

**HOW TO APPLY**:
**What we offer**:
Futurpreneur offers you the opportunity to work for an organization with



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