Loan Portfolio Manager

2 weeks ago


Calgary, Alberta, Canada Windmill Microlending Full time
Company Overview
Windmill Microlending is a leading Canadian not-for-profit organization that empowers immigrants and refugees to build careers in Canada while reducing poverty and labour shortages. We offer affordable loans, career assessment coaching, financial literacy training, and mentorship to support newcomers who lack access to mainstream credit.

Job Summary
The Loan Manager plays a crucial role in the effective management of Windmill's loan portfolio, ensuring timely repayment, reducing delinquency, and maintaining high client service standards. This position requires a balance of customer service skills and strong portfolio management abilities in a fast-paced, technology-driven environment.

Key Responsibilities
1. Maintain accurate payment schedules, provide professional repayment advice, and engage with clients regarding upcoming payments and changes to their loans.
2. Monitor and report on delinquent loans, conduct collection activities, and assist clients with restructuring and refinancing of their loans when necessary.
3. Deliver empathetic client-focused service, address inquiries related to active loans, and educate clients on loan terms and financial literacy best practices.
4. Collaborate with internal teams to resolve client concerns and improve service delivery.

Requirements
* 2-3 years of experience in loan management, collections, or financial customer service
* Proficient in Microsoft Office 365 and CRM software
* Knowledge of Fresh Sales and Turnkey considered an asset

Benefits
* Competitive salary range: $55,000-$60,000 annually
* Hybrid work solution with a minimum of 2 days in office and up to 3 days from home
* Full-time, 40 hours/week
* Comprehensive benefits plan, including medical, dental, and life insurance
* Annual Wellness Budget and GRSP matching employer contributions

About Us
Windmill Microlending is an equal-opportunity employer committed to creating an inclusive environment for all employees. We celebrate diversity and are actively working towards building a more diverse and vibrant economic future for Canadians.
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