Client Relationship Manager
2 weeks ago
**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 15,000 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 achieve 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 & commitments): We are mission-driven, collegial & collaborative, diverse & inclusive, and accountable & transparent.
**Here’s the opportunity: Client Relationship Manager**
This is a permanent, full-time position that can be based in Vancouver, BC, Toronto, ON or Montréal, QC. The incumbent will be working on our hybrid work model (minimum 2 days in the office).
**What you will do**:
**Screening of Entrepreneur Applications**
- Communicate potential issues surrounding the eligibility (including business plan, industry, timing, etc.)
- Conduct analysis of credit report to determine if entrepreneur qualifies for financing from Futurpreneur Canada and/or co-funding partner
- Determine funding limits, communicate credit issues and refer to credit improvement supports to entrepreneur to improve their financial literacy
**Program Application - Consultation with Entrepreneurs**
- Summarize pertinent information not found in the submission that will affect adjudication reviews
- Evaluate workflow based on quality and quality of applicants and predict likely disbursement months or dates
**Program Application - Consultation with Partners**
- Summarize pertinent information not found in the submission that will affect adjudication’s reviews
**Program Application - Conditions**
- Prepare and communicate program acceptance and outstanding conditions necessary for disbursement
- Collect and evaluate required conditional documents
- Review the mentor database to find suitable mentors and facilitate introductions between entrepreneur and mentor
- Ensure entrepreneur and mentor understand and complete online mentoring orientation session
- Resolve communication problems and conflicts between mentors and entrepreneurs
- Prepare, sign and submit loan agreements, promissory note and other required legal documents
- Communicate with compliance, applicants and mentors to ensure the loan is disbursed
- Conduct rematches if notified by mentor or entrepreneur of unsuitable match
**Program Application - Internal Relations and Compliance**
- Consult with business development team on strategies to increase mentor and entrepreneur interest
- Other duties as assigned
**What you will have**:
- Relevant experience may include education with a focus on Business Administration/Finance or equivalent hands-on career experience
- 2-3 years of experience in a client support/client relation, financial/economic or banking role
- Strong customer service experience with a desire to support the customer
- Bilingual in English and French is an asset
- Expertise in financial analysis
- Expertise in customer service and desire to assist customers
- Exemplary skills in achieving organizational goals
- Proactive approach to conflict resolution
- Excellent attention to detail
- Versatility, organization and respect for deadlines
- Confidence and self-motivation
- Demonstrated ability to work effectively under pressure in a dynamic environment
- 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 a clear and compelling purpose - To drive inclusive Canadian prosperity by fueling the success of young enterprise. Respect, teamwork, diversity and inclusion, transparency, empathy, impact, innovation, high performance, recognition and working hard and having fun are important to us
We offer an attractive compensation package that encompasses a competitive salary, amazing benefits such as, health and dental benefits package plus RRSP contribution matching,
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