Senior Loan Monitoring & Operations Excellence (Hybrid)

Fiera Capital Corporation; Toronto; Hybrid; CAD 98,000 - 120,000; Full time

Benefits offered by this job

Wellness Account

Learning & Development support

Employee Share Purchase Plan (ESPP)

Performance-Based Rewards

Telemedicine Access

Summer Schedule Program

Job summary

Fiera Capital in Canada is seeking a Senior Specialist, Loan Monitoring & Operational Excellence to support its Private Credit platform across Canada. The role administers loan servicing, amortization, and reporting, working with Portfolio Management, Finance, Legal, Risk, Technology and Operations to ensure accuracy, compliance and efficiency.

You will drive process improvements, automation, and controls, maintain loan records, perform reconciliations, and deliver operational analyses to key

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
• 5 to 10 years of experience in loan operations, commercial banking, private credit, lending administration, or a related financial services environment.
• Experience supporting complex lending structures and loan servicing activities.
• Demonstrated experience creating, maintaining, and validating amortization schedules.
• Strong understanding of lending operations, loan accounting, interest calculations, and credit products.
• Experience working with loan servicing, portfolio management, or banking systems.
• Advanced proficiency in Microsoft Excel.
• Knowledge of operational controls, audit processes, and risk management principles.

Responsibilities

• Administer and monitor a portfolio of private debt investments across Canada, ensuring compliance with loan agreements, lender requirements, and internal policies.
• Support funding activities, repayments, renewals, amendments, extensions, restructurings, and other loan servicing events.
• Maintain accurate and complete loan records within servicing and portfolio management systems.
• Perform reconciliations and data validation activities to support portfolio monitoring, reporting, and operational controls.
• Create, maintain, and update amortization schedules in accordance with approved loan terms and servicing instructions.
• Calculate, validate, and reconcile interest accruals, principal balances, payment allocations, and payoff amounts.
• Perform quality control reviews and maintain comprehensive audit trails supporting servicing and schedule modifications.
• Support audit, compliance, regulatory, and investor reporting requirements.
• Prepare operational reports, analyses, and documentation to support internal stakeholders and management decision-making.
• Collaborate with Operations, Portfolio Management, Finance, Legal, Risk, and Technology teams to ensure efficient execution of operational activities.
• Document, standardize, and continuously improve operational workflows, controls, and procedures.
• Identify opportunities to streamline processes through automation, technology enhancements, and artificial intelligence solutions.
• Participate in strategic system implementation and operational excellence initiatives.
• Serve as a backup resource for loan monitoring and servicing activities across the team.

Skills

Attention to detail

Analytical skills

Problem solving

Organizational skills

Communication skills

Education

Bachelor's degree in Finance

Tools

Excel

Loan servicing systems

Job description

Fiera Capital in Canada is seeking a Senior Specialist, Loan Monitoring & Operational Excellence to support its Private Credit platform across Canada. The role administers loan servicing, amortization, and reporting, working with Portfolio Management, Finance, Legal, Risk, Technology and Operations to ensure accuracy, compliance and efficiency.

You will drive process improvements, automation, and controls, maintain loan records, perform reconciliations, and deliver operational analyses to key