Resource must be first nation- Aboriginal

CHALLENGES TO BE MET

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

• prepare various service requests (and/or provide support) related to daily and/or periodic loan administration;
• prepare different types of client letters (amendment letter, welcome letter, congratulatory letter, balance confirmation letter for the accountant, etc.);
• calculate prepayments and prepare the client letter;
• participate actively in various legal processes involved in the life of a loan (postponements, releases, discharges, additional security taking, legal binders);
• 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;
• make and reconcile various deposits;
• participate in the “Mark to Market” (M2M) biannual file review; and
• coordinate the archiving of paper documents.
• coordinate the annual review and quarterly follow-up process, including the following tasks:
• enter financial results, update the risk rating and initiate the analysis of financial statements (ratio calculation) requested by Directors;
• 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
• 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 with regard to approval and financing disbursement processes, including the following tasks:
• 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 a follow-up is performed;
• as required, assist on various levels with the due diligence process (researching information, preparing and indexing documents, etc.);
• provide excellent customer service by delivering prompt, accurate and professional responses to clients, other BDC departments and outside resources in the resolution of basic client issues;
• provide administrative support to team members (e.g., update the vacation schedule, expense accounts, orders, bill processing) and take part in business development initiatives and special projects;
• act as a resource person regarding technical/technological compliance; and
• 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)