Account Manager

Job Overview:
The Account Manager will encourage and facilitate business proposals to NADF, prepare recommendations on financial assistance to be offered by NADF’s programs; and perform regular monitoring to ensure continued compliance with affected programs.

**Responsibilities**:

- 1. Deliver NADF’s financing products(loan/grants) by:

- Evaluating the management capability, market potential, financing arrangements, security, the credit history of the applicant, and other factors to determine business viability. Calculating and explaining debt-servicing, profitability, coverage, and liquidity ratios.
- Assessing the applicant’s need for additional business education and/or training, providing recommendations for financial assistance where appropriate.
- Reviewing the regulatory and potential degree of the environmental impact of the business being reviewed.
- Consulting with other industry professionals, where appropriate, for specific expertise.
- Providing written and verbal recommendations which support the applicant’s business case within the constraints of the specific program Terms and Conditions Policy and/or other loan offerings.
- Preparing and reviewing the Letter of Offer(s) and other legal documents with the client.

2. Facilitate new business proposals to NADF by:

- Performing outreach, promoting all NADF’s offerings, all complementary programs, and services NADF.
- Assisting applicants seeking assistance in the development of their proposals, including where necessary, matching proponents with appropriate consultants or other resources.
- Providing the applicant, after a formal screening, with a preliminary assessment of the proposed project.
- Networking with other Indigenous and business organizations for referral purposes.
- With direction, draft legal documents, collection notices, and other communication with clients utilizing established templates.

3. Monitors the performance of the applicant during the control/repayment period to ensure continued compliance with the program requirements by:

- Maintaining and reporting caseload regularly with the Loans Manager. Assisting in the preparation of statistical information for program reporting requirements.
- Ensuring loan conditions are met, for example, getting financial statements from clients and monthly payments are current.
- Reviewing and updating loan security annually.
- Completing loan file checklist for audit purposes.
- Performing follow-up with the client to ensure claims will be submitted on time for reimbursement.
- Obtaining a Business Performance Review (BPR) from clients annually who are in the monitoring period for grants.
- Maintaining proper client files (legal, working, and payment) with the necessary documentation.
- Performing regular data entry in the loan management system and securing loan files in the filing room.
- Providing clients with monthly loan statements
- Monitoring for loan delinquency, and implementing loan collection practices, where required.

**Skills**:

- Ability to work with confidential information and confidentially manage all duties.
- Strong financial forecasting, business assessment, and analysis skills.
- Strong problem-identification and problem-solving skills.
- Organized and detail oriented.
- Comprehensive understanding and/or contacts within economic sectors to have current knowledge of the challenges and opportunities facing entrepreneurs located within NADF’s catchment area.
- In-depth knowledge of the economic climate and business development priorities located within NADF’s service area. Experience working with First Nation communities, organizations, and businesspeople.
- Excellent knowledge, and experience and capable of using Office 365, Adobe Design, and data loans management software.
- Excellent customer relations, interpersonal, and communication skills (written, verbal, and presentation) including demonstrated ability to write reports and proposals, and the ability to plan, organize and prioritize, delegate work effectively, strong negotiation skills, and prioritize to meet deadlines.
- Ability to work independently and as part of a team while consistently presenting a professional attitude and sound judgment.
- Shows good judgment about when to take the initiative and when to obtain direction from their manager.
- Exceptional time management and strong organizational skills and ability to prioritize workload to manage multiple tasks and competing priorities.
- In-depth knowledge of the economic climate and business development priorities of the Aboriginals in NAN territory.
- Possess a general understanding of the Aboriginal culture and the opportunities and challenges of northern Ontario’s business and economic development environments.

**Job Type**: Fixed term contract

Pay: $54,578.00-$77,376.00 per year

**Benefits**:

- Dental care
- Employee assistance program
- Extended health care
- Life insurance
- On-site parking
- Vision care

Schedule:

- Mo