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Added 57 mins ago
V
Senior Roster Coordinator South and East Region
VMCH
Mulgrave, NS
- Full-time
As the Senior Roster Coordinator, you will lead and support a team of Roster Coordinators to ensure efficient, accurate, and responsive rostering services for clients in the community. You…
Added 57 mins ago
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Roster Coordinator
VMCH
Mulgrave, NS
- Full-time
As a Roster Coordinator at VMCH, you’ll be responsible for creating and managing rosters that ensure clients receive high-quality care tailored to their needs. You’ll coordinate support…
Added 2 hours ago
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Guelph, ON
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Culinary Operations Supervisor
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- $21 to $25 CAD / hour
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…None, NYRC is growing! We are looking for a skilled Intake Coordinator for a busy multidisciplinary Independent Medical Examination…
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Account Director
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Added 2 days ago
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Administrative Support IV
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Alberta Women Entrepreneurs

Lending Advisor

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Mar 31, 2027
Working hours: 37.5 hours per week
Posting language: English
Posted: Oct 2, 2026

Original job description

Lending AdvisorAbout the job

Reports to: Entrepreneurship Development Manager, Capital | Location: Alberta (Hybrid) | Classification: Full Time | Approximately 37.5 hours per week

ABOUT ALBERTA WOMEN ENTREPRENEURS

Alberta Women Entrepreneurs (AWE) supports women entrepreneurs at every stage of their business through Access to funds, Women’s community and connections, and Essential learning and training. Our vision is that Alberta’s women entrepreneurs drive economic growth and achieve success on their own terms.

AWE is guided by six core values: Respect, Trust, Inclusion, Client Focused, Curiosity, and Collaboration. AWE strives to be a trusted advisor and provider of services for its clients, THE voice for the community of women entrepreneurs in Alberta, and a thriving, future-focused organization - values that shape every role within the team.

PURPOSE OF THE ROLE

The Lending Advisor is a client-facing role at the heart of AWE’s lending programs. This position supports women entrepreneurs through every step of the loan journey - from initial conversation and application through to disbursement and post-loan care - combining financial expertise with a genuine commitment to each client’s success.

The Lending Advisor builds meaningful, trust-based relationships with clients, helps them navigate AWE’s loan programs and broader entrepreneurial support ecosystem, and ensures that every interaction reflects AWE’s commitment to being a trusted advisor for women entrepreneurs across Alberta.

KEY RESPONSIBILITIES & ACTIVITIES

Client Engagement & Advising

Build and maintain genuine, trust-based relationships with prospective and current loan clients throughout their entrepreneurial journey

Meet with clients to understand their needs, goals, and business context; discuss strategies, available resources, and AWE’s loan programs

Assess loan readiness and guide clients through AWE’s application process with clarity, empathy, and professionalism

Review business plans, financial projections, and financial statements as part of the loan assessment process

Provide clients with tailored options including AWE loan programs, capacity building, advising referrals, and other relevant resources

Balance empathy and objectivity when working with clients - offering realistic, respectful feedback that supports their decision-making

Adapt communication styles to meet each client where they are, building trust and ensuring clients feel heard, safe, and supported

Loan Assessment & Processing

Conduct thorough loan application reviews including assessment of financial statements, cash flow projections, and business plans

Prepare loan reviews, credit risk assessments, and written recommendations for review and finalization by the Entrepreneurship Development Manager, Capital prior to submission to the Loan Committee

Conduct searches (credit, property title, corporate, personal) and perform amortization simulations

Interpret credit bureau reports and assess risk to determine business viability

Maintain accurate and complete client relationship records in AWE’s CRM, adhering to AWE’s privacy and confidentiality requirements; loan administration data is maintained by the Finance & Operations Coordinator

Conduct loan documentation review and identification meetings with clients

Request and confirm information from lenders, solicitors, bookkeepers, and accountants with client consent

Post-Loan Support & Client Care

Provide ongoing support and communication to clients following loan disbursement, including account inquiries, financial guidance, and check-ins

Assist clients in understanding their financial statements, repayment obligations, and credit risk factors

Conduct after-loan business support including virtual or in-person client visits where appropriate

Collaborate with the broader AWE team to connect loan clients with relevant learning programs, advising services, and community resources

Escalate any client account concerns, missed payments, or changes in client circumstances to the Entrepreneurship Development Manager, Capital for follow-up

Community Representation & Collaboration

Represent AWE’s loan programs in the community, building awareness and positive relationships with entrepreneurs and ecosystem partners

Stay informed of market conditions, business trends, and external factors that influence client business success

Collaborate with the AWE team to identify opportunities for improving client processes and the overall lending experience

Contribute to the delivery of learning sessions and client-facing events as needed

AWE VALUES IN ACTION

In this role, you will be expected to bring AWE’s values to life in every client interaction and team contribution:

Respect - Recognize the inherent worth of every client and colleague; approach every conversation with care and regard for individual circumstances

Trust - Act with integrity and openness; protect client and organizational information and hold yourself accountable in all actions

Inclusion - Ensure every client feels valued, respected, and has a sense of belonging in AWE’s programs; actively support equity-deserving entrepreneurs

Client Focused - Commit fully to providing the resources and support clients need to achieve their full potential

Curiosity - Continuously seek to understand your clients’ unique journeys and look for ways to improve service, knowledge, and approach

Collaboration - Work closely with teammates, partners, and stakeholders to maximize the value AWE brings to the women it serves

EDUCATION & EXPERIENCE

Post-secondary education in business, finance, or a related discipline, or equivalent combination of education and experience

Experience in small business lending, business advising, or a related client-facing financial role

Demonstrated ability to read, analyze, and prepare financial reports

Ability to perform cash flow projections, interpret credit bureau reports, and assess business viability

Proficiency in Microsoft 365 (Word, Excel, Outlook, Teams, SharePoint)

Experience with CRM or loan management systems is an asset

Considered Assets:

Familiarity with Alberta’s entrepreneurial ecosystem and women-focused funding programs

Personal experience as an entrepreneur or small business owner

Experience working with or supporting equity-deserving entrepreneurs

Experience developing or delivering business learning content

KNOWLEDGE, SKILLS & ABILITIES

Strong client relationship skills with an ability to build trust and communicate in a way that makes others feel heard and supported

Sound financial analysis skills including the ability to assess credit risk and business viability

Excellent written and verbal communication skills; able to prepare clear, accurate, and professional documentation

Strong organizational skills with the ability to manage multiple priorities and meet deadlines with attention to detail

Creative problem solver with a client-centered approach and the ability to adapt to each client’s unique circumstances

Commitment to equity, diversity, and inclusion in service delivery and workplace culture

Adaptable and resourceful; able to manage changing priorities, processes, and technologies

Proactive and self-motivated with a strong sense of personal accountability

Demonstrated professionalism and integrity in handling confidential client and organizational information

WORKING CONDITIONS

Hybrid working arrangement - combination of in-office and remote work

Flexibility to work some evenings and weekends for AWE programs, events, and client needs

Occasional travel within Alberta

Repetitive use of computer and electronic equipment

Role involves managing emotionally sensitive client situations which may require empathy and conflict resolution skills

Fast-paced environment with multiple concurrent priorities

POSTING OPEN UNTIL October 16th, 2026 or until a suitable candidate is found.

We thank you for your interest in this position; only those selected for an interview will be contacted.

How to Apply

If your experience is close to what we're looking for, even if you don’t check every box, please submit your resume and cover letter with subject line “Lending Advisor”.

AWE is committed to building a diverse workforce representative of the communities we serve. We actively encourage and welcome all qualified candidates, regardless of race, color, ancestry, place of origin, religious beliefs, gender/gender identity/gender expression, age, physical/mental disability, marital/family status, source of income, sexual orientation or persons who may require an accommodation to apply. If you require accommodations at any stage of the application process (e.g. alternate formats, accessibility support), please email human.resources@awebusiness.com

Apply About employer

More about this job

Responsibilities

Guide women entrepreneurs through the loan process, from initial discussions and application assessment to disbursement and post-loan support. Assess financial information and credit risk, prepare loan recommendations, maintain client relationships, and connect clients with relevant business resources and programs.

Requirements

Requires post-secondary education in business, finance, or a related discipline, or equivalent education and experience, along with experience in small business lending, business advising, or a related client-facing financial role. Candidates should be able to analyze financial reports, prepare cash flow projections, interpret credit reports, assess business viability, and use Microsoft 365; CRM or loan management system experience is an asset.

Skills

Client Relationship Building
Small Business Lending
Financial Analysis
Credit Risk Assessment
Cash Flow Projections
Financial Statement Analysis
Business Plan Review
Loan Application Assessment
Written Communication
Verbal Communication
Organization and Prioritization
Problem Solving
Microsoft 365
CRM Systems
Confidential Information Handling

Visa sponsorship

Not detected in the job text

Keywords

Small Business Lending
Loan Programs
Loan Application Review
Loan Readiness
Credit Risk Assessment
Business Viability
Financial Statements
Cash Flow Projections
Business Plans
Credit Bureau Reports
Amortization Simulations
Loan Committee
Loan Documentation
Post-Loan Support
Business Advising
Entrepreneurship
Capacity Building
Microsoft 365
Word
Excel
Outlook
Teams
SharePoint
CRM
Loan Management Systems
Privacy and Confidentiality
Equity, Diversity, and Inclusion
Alberta Entrepreneurial Ecosystem

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