ANALYST, GROWTH & TRANSITION CAPITAL

Turtle Island Staffing; Ontario; On-site; CAD 45,000 - 60,000; Full time

Job summary

A leading staffing company is seeking a candidate with a bachelor's degree in commerce, finance, or business administration. The role involves loan administration, client support, and requires strong organizational and analytical skills. Ideal candidates will have 1-2 years of relevant experience and a focus on customer service.

Qualifications

• 1-2 years of relevant experience.
• Detail-oriented and committed to accuracy.
• Excellent verbal and written communication skills.

Responsibilities

• Prepare service requests and client letters related to loan administration.
• Participate in legal processes and update client information.
• Provide excellent customer service and administrative support.

Skills

Organizational skills

Customer service focus

Analytical skills

Communication skills

Ability to work independently

Education

Bachelor’s degree in commerce, finance, business administration

Tools

Microsoft Office

Job description

Resource must be first nation- Aboriginal

CHALLENGES TO BE MET

Actively participate in the portfolio management process, including the following tasks:

1. Prepare various service requests (and/or provide support) related to daily and/or periodic loan administration;
2. Prepare different types of client letters (amendment letter, welcome letter, congratulatory letter, balance confirmation letter for the accountant, etc.);
3. Calculate prepayments and prepare the client letter;
4. Participate actively in various legal processes involved in the life of a loan (postponements, releases, discharges, additional security taking, legal binders);
5. Update files and client information in CLICS and other systems, provide necessary follow-up when documents are required (acceptances, financial data, etc.) and produce reports as needed;
6. Make and reconcile various deposits;
7. Participate in the “Mark to Market” (M2M) biannual file review; and
8. Coordinate the archiving of paper documents.

Coordinate the annual review and quarterly follow-up process, including:

1. Enter financial results, update the risk rating, and initiate the analysis of financial statements (ratio calculation) requested by Directors;
2. Review loan conditions, follow-up tasks and factors, and make any necessary changes or recommendations (e.g., grant tolerances following failure to respect ratios, make adjustments to royalties, calculate repayments based on Excess Available Funds); and
3. Ensure that system information is up to date in CLICS and other systems, and that documentation attached to the service request is complete.

Provide support to the team regarding approval and financing disbursement processes, including:

1. Prepare letters to clients and professionals (e.g., offers, mandates, disbursement instructions), and ensure that the information is accurate and complete, requirements are respected, signatures are obtained, and follow-up is performed;
2. Assist on various levels with the due diligence process (researching information, preparing and indexing documents, etc.);
3. Provide excellent customer service by delivering prompt, accurate, and professional responses to clients, other BDC departments, and outside resources in resolving basic client issues;
4. Provide administrative support to team members (e.g., update the vacation schedule, expense accounts, orders, bill processing) and participate in business development initiatives and special projects;
5. Act as a resource person regarding technical/technological compliance; and
6. Serve as a change agent to support new or modified processes and programs, whether corporate or regional.

WHAT WE ARE LOOKING FOR

• Bachelor’s degree in commerce, finance, business administration, or equivalent experience
• 1-2 years of experience relevant to the position level
• Good organizational skills and the ability to prioritize to meet critical deadlines OR Good organizational, administrative, and prioritization skills to meet critical deadlines
• Marked focus on customer service
• Good analytical skills
• Ability to work independently
• A flexible and cooperative person who is detail-oriented and committed to accuracy
• Excellent verbal and written communication skills

Proficient in Microsoft Office applications (Word, Excel & PowerPoint)