Job Order Detail

Description

Position Overview:
The Post-Care Loan Administrator is a full-time, three-year term position responsible for supporting Metis entrepreneurs through all stages of the lending process, with a primary focus on post-loan care, monitoring, and follow-up. By combining financial knowledge with cultural awareness, you will build trusted relationships, help clients succeed, and contribute to our mission of empowering Metis-owned businesses.

What will you do?
- Maintain accurate loan files and track payments, renewals, and maturities to ensure timely follow-up.
- Monitor clients business performance and identify early signs of financial stress.
- Prepare monthly portfolio reports on aging, arrears, and risk indicators.
- Ensure all documentation, amendments, and renewals meet CCDF policies and agreements.
- Conduct periodic client reviews and file audits for accuracy and compliance.
- Conduct regular check-ins and business visits to assess progress and repayment ability.
- Provide guidance, referrals, and financial literacy education to strengthen Metis entrepreneurs management capacity.
- Build long-term relationships that encourage trust, repayment success, and repeat engagement.
- Prepare reports for senior management and funders on portfolio quality and client outcomes.
- Support audits and coordinate with Finance to ensure accurate loan transaction records.
- Uphold privacy, financial, and legal compliance at all times.
- Collaborate with Business Development Specialists and management for seamless client communication.
- Contribute to process improvements, integrated data collection, and client service excellence.
- Support CCDFs strategic and operational goals.
- Stay current on financial services, credit risk management, and Metis economic development.
- Maintain thorough knowledge of CCDFs lending policies, agreements, and compliance requirements.