Loan Portfolio Assistant Job at Nottawasaga Futures

Nottawasaga Futures Alliston, ON

Nottawasaga Futures is a community-based, non-profit organization that provides business financing, training, and support services to entrepreneurs and small business owners in South Simcoe.

We are seeking a motivated and detail-oriented Loan Portfolio Assistant to support our lending operations. The successful candidate will assist in managing and monitoring a portfolio of loans, ensuring that all loan documentation and records are accurate and up-to-date.

Key Responsibilities:

  • Review loan documentation to ensure accuracy and compliance with lending policies and procedures.
  • Monitor loan portfolio to identify and track potential risks and opportunities.
  • Assist in loan underwriting and due diligence processes, including conducting background checks and collecting financial information from applicants.
  • Prepare monthly, quarterly, and annual loan reports and reviews for internal and external stakeholders.
  • Respond to loan inquiries from customers and other stakeholders in a timely and professional manner.
  • Maintain and update loan files, including loan agreements, payment history, and collateral documentation.
  • CRM Data entry

Requirements:

  • Diploma or degree in accounting, finance, or a related field
  • Strong analytical and problem-solving skills
  • Excellent attention to detail and accuracy
  • Ability to prioritize and manage multiple tasks in a fast-paced environment
  • Excellent communication and interpersonal skills
  • Proficiency in Microsoft Office

If you are a self-starter with a passion for lending operations and a commitment to delivering outstanding customer service, we encourage you to apply for this exciting opportunity.

Job Types: Part-time, Permanent
Part-time hours: 24 per week

Salary: $18.00-$19.00 per hour

Benefits:

  • On-site parking

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Alliston, ON L9R 1T3: reliably commute or be willing to relocate with an employer-provided relocation package (required)

Education:

  • Secondary School (preferred)

Work Location: Hybrid remote in Alliston, ON L9R 1T3

Application deadline: 2023-06-02
Expected start date: 2023-06-05




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