Our client, a financial services firm with a focus on legal financing requires a Finance Administrator to join their team on a 12-month contract basis. This is a position whose primary focus will be to provide support by processing loan applications for the clients, corresponding with clients on a variety of miscellaneous issues, and providing general administrative assistance to management.
Key Responsibilities Relationship Management Receive and act on authenticated requests from external clients and law firms, pertaining to Loan/Credit activity and transaction processing on the Loans portfolio
Provide excellent customer service to build and maintain strong relationships with customers
Serve as a primary point of contact for clients and law firms throughout the loan lifecycle, communicating with empathy and sensitivity, appropriate to clients navigating personal injury or estate matters
Proactively communicate updates on application status, required documentation, and next steps to reduce client uncertainty and follow-up volume
Recognize and de-escalate difficult or dissatisfied client interactions, using sound judgment to resolve concerns and escalating to management when appropriate
Operations Administration Review all pertinent information, sorting, compiling, and verifying the accuracy of data received prior to entering in the loan documentation system, in a timely manner and with high attention to detail
Verify entered data against source documents, or re-enter data in verification format to detect errors
Respond to a high volume of daily queries from internal and external clients and follow up in a timely manner
Process all approved applicants accurately and promptly for the loans portfolio




Assist clients with the completion, execution, and submission of online loan documentation in accordance with established procedures
Assist clients with access to the Client Portal, including password resets, account support, and basic navigation assistance
Ensure that operational activities are executed within established service level agreements
Gather data for audit reviews and perform data analysis as required
Meet or exceed operational goals and performance expectations
Generate client and lawyer monthly statements
Generate daily statements of account across all lending products for internal and external parties
Manage customer service queries via email, phone call, SMS, and online chat platform
Track response and resolution outcomes for customer service inquiries to support service level reporting
Maintain accurate, detailed records of client interactions in the CRM/loan system to ensure continuity of service across the team
Problem Resolution Analyze unusual transactions to determine the appropriate resolution, complying with control and client service standards
Investigate and resolve issues concerning client loans
Apply active listening and empathetic communication techniques when handling sensitive or emotionally charged client situations




Assist in identifying and implementing process improvements and control procedures
Actively participate with the implementation and integration of systems that automate business processes and the continuous improvement of efficiencies within the organization
Participate in plans to improve operational effectiveness and efficiency
Role Requirements Have 2+ years of previous customer service/administrative experience
College/university degree in business is preferred
Possess knowledge of working with standard operational processes
Be able to work well under pressure, efficiently handling multiple tasks and a robust ability to prioritize
Have the ability to prioritize under pressure
Possess strong interpersonal skills to maintain customer relationships with client companies
Possess advanced computer skills, specifically in MS Word, Outlook, Excel and PowerPoint
Possess advanced written and verbal communication skills with strict attention to detail, excellent time management, and organizational skills
Work independently, take initiative and have a strong work ethic
Ability to learn new processes and tools quickly is essential
Team player - ability to work with people from multiple teams
Excellent customer service and interpersonal skills
TDS Personnel is an equal opportunity employer committed to fostering an inclusive and accessible workplace in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act (AODA). Accommodations are available upon request for candidates participating in all stages of the recruitment and selection process.

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📌 Loan Operations Specialist (Ontario)
🏢 TDS Personnel
📍 Ontario