Coordinator, Loan PortfolioReporting to the Director, Loan Portfolio & Client Support, you will contribute towards an accurate and balanced loan portfolio. You will work closely with the Loans, Finance and Client Support teams and will assist with processing and documenting various loan-related transactions, while adhering to the appropriate internal targets.This existing role is apermanent ,full‑timeposition based in Toronto, ON. The incumbent will be working on our hybrid work model requiring a minimum 2 days in the office. Please note that during the training period, additional in‑office days may be required.What you will do:Maintain Integrity of the Loan Portfolio (40%)Prepare files for loan disbursements and/or paymentsEnsure loan advancement by accurately uploading disbursement EFTsReverse and assign payments that return NSF (non‑sufficient funds)Program loan restructure requests in the loans systemGenerate and upload monthly loan statements to client portalMonitor change request dashboard to respond to entrepreneur and/or internal inquiriesPrepare the yearly audit confirmation letters to the auditor and assist with the process as neededReview loan files and transaction records for completeness, accuracy, and compliance with internal proceduresReview and Reconcile Loan Portfolio (25%)On a weekly basis, reconcile all loan transactions in the loans system and upload transactions to the accounting system for month‑endWork with the Finance team to resolve any discrepancies that come up during the reconciliationRun system reports periodically to ensure accuracy of loan portfolioPrepare Monthly/Quarterly Reports for Month‑End & Quarter‑End (15%)Collaborate with Finance and other teams to provide various Excel‑based ad hoc reports using the data in the loans systemProvide support for loan portfolio analysis and reportingAssist with monthly/quarterly reports relating to disbursements, write‑offs,



and restructures to inform the Finance and Loans team on how the portfolio is doing while monitoring any related trendsClient Support and Process Improvement – 20%Monitor and review client check‑in survey responses and follow up as needed to address concerns or dissatisfaction, if applicableAssist client support team by responding to and resolving client inquiries as neededIdentify opportunities to improve workflows, processes and operational efficienciesWork with manager on loan system improvements and use feedback from team to identify gapsIdentify reporting needs and collaborate with vendor support team to implement updates as neededProvide operational support as assigned by the manager to help support the various teamsWhat you will have:Relevant experience may include education with a focus in Finance, Business Administration or related discipline or equivalent hands‑on career experience2 years' experience in loan portfolio or business administrationDetail‑oriented with strong attention to accuracyFull proficiency in Microsoft Office - Intermediate‑level Excel skills, including dynamic spreadsheets and intermediate‑level skills with other MS Office softwareDemonstrated experience in working with a client relationship management (CRM)



systemDemonstrated experience in supporting internal and external client needsProven success working proactively both independently and as part of a teamTrack record of contributing ideas and implementing process improvementsDemonstrated ability to work effectively under pressure in a dynamic environmentAbility to work in a fast‑paced workplace, responding to multiple queries and deadlines simultaneouslyExcellent English verbal and written communication skillsBilingualism in French & English (spoken & written) is an assetClear and confident communicator, skilled at engaging and connecting with diverse audiences.Collaborative and adaptable team player, bringing a proactive, solutions‑focused mindset.Strong organizational skills, able to balance multiple priorities effectively in a dynamic hybrid work environment.Demonstrate curiosity and a growth mindset, embracing and championing changeAlignment with Futurpreneur’s values and commitment to the mission/purpose of the organizationBe a role model for Futurpreneur’s organizational culture by creating a positive impact at every touchpoint with peopleWhat we offer:At Futurpreneur, we offer a comprehensive Total Rewards package designed to support your well‑being, professional growth, and work‑life balance.Our package includes a fair base salary, discretionary bonus, extensive health and dental benefits, and a supportive, flexible work environment.We embrace a hybrid work model with flexible hours, a work‑from‑abroad policy, and generous time off—including paid vacation, personal days, summer hours and a end of December office closure.We are dedicated to ensuring fair, competitive, and transparent compensation. Salaries are regularly reviewed and benchmarked to uphold internal equity and reflect our values. The starting salary for this role is $56,000 per annum.To prioritize health and wellness, we provide comprehensive health and dental coverage, a health spending account, mental wellness support, and an RRSP matching program. We also invest in learning and development through a learning allowance, a coaching program, and access to an e‑learning platform.#J-18808-Ljbffr

📌 Coordinator, Loan Portfolio - C$56,000 A Year (Winnipeg)
🏢 Futurpreneur
📍 Winnipeg