Loan Portfolio Assistant

Nottawasaga Futures is a community-based, non-profit organization that provides business financing, training, and support services to entrepreneurs and small business owners in South Simcoe.

Key Responsibilities:

- Review loan documentation to ensure accuracy and compliance with lending policies and procedures.
- Monitor loan portfolio to identify and track potential risks and opportunities.
- Assist in loan underwriting and due diligence processes, including conducting background checks and collecting financial information from applicants.
- Prepare monthly, quarterly, and annual loan reports and reviews for internal and external stakeholders.
- Respond to loan inquiries from customers and other stakeholders in a timely and professional manner.
- Maintain and update loan files, including loan agreements, payment history, and collateral documentation.
- CRM Data entry

**Requirements**:

- Diploma or degree in accounting, finance, or a related field
- Strong analytical and problem-solving skills
- Excellent attention to detail and accuracy
- Ability to prioritize and manage multiple tasks in a fast-paced environment
- Excellent communication and interpersonal skills
- Proficiency in Microsoft Office

**Job Types**: Part-time, Permanent
Part-time hours: 24 per week

**Salary**: $18.00-$19.00 per hour

**Benefits**:

- On-site parking

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Alliston, ON L9R 1T3: reliably commute or be willing to relocate with an employer-provided relocation package (required)

**Education**:

- Secondary School (preferred)

Work Location: Hybrid remote in Alliston, ON L9R 1T3

Application deadline: 2023-06-02
Expected start date: 2023-06-05