Clerk Debt Financing Administration
About the role
The Opportunity
The Debt Financing Administration Coordinator will provide critical support to the debt finance team in the administration of Chartwell’s debt financing processes. This role focuses on coordinating new financing activities, managing ongoing compliance and reporting, supporting repayment processes, and maintaining organized documentation for all loan and property files. The successful candidate will be a highly organized administrator with comfort in handling legal documents and supporting legal and financing processes.
Key Accountabilities
New Financing Coordination
- Coordinate with external counsel, lenders, and internal teams for new financing transactions.
- Prepare, gather, and submit loan and supporting documents, ensuring all relevant property details are included.
- Manage and track submission requirements and timelines with lenders.
- Review legal documents and support comments back to counsel and lenders (comfort with legal documents is a bonus).
Ongoing Reporting & Compliance
- Coordinate and submit covenant reports, quarterly financial reports, and other compliance documentation to lenders.
- Ensure timely and accurate reporting in accordance with loan agreements.
Repayment Administration
- Manage the discharge process for loan repayments.
- Calculate paydowns and prepare supporting documentation for repayments.
Documentation & Organization
- Organize all existing loan files and property details into a centralized document repository.
- Maintain accurate records and stay on top of loan maturity dates and deadlines.
Qualifications
Education:
- Post-secondary education in a relevant field (finance, business administration, legal studies, or equivalent).
Experience:
- Experience coordinating with external counsel and lenders is preferred.
- Comfort with legal documents and processes; ability to review and support comments on legal documentation is an asset.
- Comfort working with numerical information, financial data, and loan terms.
Skills & Abilities:
- Strong administrative and organizational skills, with excellent attention to detail.
- Excellent written and verbal communication skills.
- Proficiency in MS Office Suite (Word, Excel, Outlook); experience with document management systems is an asset.
- Ability to work independently and as part of a team in a fast-paced environment.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Self-directed, adaptable, and able to manage multiple tasks and deadlines.
- Professionalism, discretion, and a collaborative approach.
- Strong interpersonal skills and ability to work with multidisciplinary teams.
- Ability to organize and expedite workflow, and proactively manage priorities.
Effort
- Work requires a high degree of mental effort to analyze documents, verify information, and perform computer-based tasks.
- Requires strong analytical and organizational skills to ensure compliance with loan terms and reporting requirements.
- Physical effort is limited to keyboarding and occasional walking to meetings.
Working Conditions
-
Work is generally performed in a hybrid office environment.
At Chartwell, we’re all about Making People’s Lives BETTER: the lives of our residents and their families, and the lives of our employees. Join an exceptional group of diverse, inspiring, and caring people who are empowered to provide personalized, human experiences for our residents and staff through the connections they make every day within our communities.
Chartwell’s commitment to diversity and inclusivity is a commitment to hiring people whose skills and abilities contribute the most to the success of the organization and who reflect the communities in which we live and work. We are an equal opportunity employer and welcome applications from a wide range of qualified candidates, including people with disabilities. If you have questions or require assistance with the application process, please email accessibility@chartwell.com or call 1-888-663-6448.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
About Chartwell Retirement Residences
At Chartwell Retirement Residences, we’re all about Making People’s Lives BETTER: the lives of our residents and their families, and the lives of our employees. Join an exceptional group of diverse, inspiring, and caring people who are empowered to provide personalized, human experiences for our residents and staff through the connections they make every day within our communities.
Chez Chartwell résidences pour retraités, nous sommes dédiés au MIEUX-ÊTRE de nos résidents, de leurs proches et de nos employés. Rejoignez une équipe exceptionnelle et diversifiée de gens inspirants, qui ont à cœur d’offrir des expériences personnalisées, fondées sur des relations chaleureuses et humaines, à tous ceux et celles qui vivent et travaillent dans nos résidences.
Clerk Debt Financing Administration
About the role
The Opportunity
The Debt Financing Administration Coordinator will provide critical support to the debt finance team in the administration of Chartwell’s debt financing processes. This role focuses on coordinating new financing activities, managing ongoing compliance and reporting, supporting repayment processes, and maintaining organized documentation for all loan and property files. The successful candidate will be a highly organized administrator with comfort in handling legal documents and supporting legal and financing processes.
Key Accountabilities
New Financing Coordination
- Coordinate with external counsel, lenders, and internal teams for new financing transactions.
- Prepare, gather, and submit loan and supporting documents, ensuring all relevant property details are included.
- Manage and track submission requirements and timelines with lenders.
- Review legal documents and support comments back to counsel and lenders (comfort with legal documents is a bonus).
Ongoing Reporting & Compliance
- Coordinate and submit covenant reports, quarterly financial reports, and other compliance documentation to lenders.
- Ensure timely and accurate reporting in accordance with loan agreements.
Repayment Administration
- Manage the discharge process for loan repayments.
- Calculate paydowns and prepare supporting documentation for repayments.
Documentation & Organization
- Organize all existing loan files and property details into a centralized document repository.
- Maintain accurate records and stay on top of loan maturity dates and deadlines.
Qualifications
Education:
- Post-secondary education in a relevant field (finance, business administration, legal studies, or equivalent).
Experience:
- Experience coordinating with external counsel and lenders is preferred.
- Comfort with legal documents and processes; ability to review and support comments on legal documentation is an asset.
- Comfort working with numerical information, financial data, and loan terms.
Skills & Abilities:
- Strong administrative and organizational skills, with excellent attention to detail.
- Excellent written and verbal communication skills.
- Proficiency in MS Office Suite (Word, Excel, Outlook); experience with document management systems is an asset.
- Ability to work independently and as part of a team in a fast-paced environment.
- Ability to maintain confidentiality and handle sensitive information with discretion.
- Self-directed, adaptable, and able to manage multiple tasks and deadlines.
- Professionalism, discretion, and a collaborative approach.
- Strong interpersonal skills and ability to work with multidisciplinary teams.
- Ability to organize and expedite workflow, and proactively manage priorities.
Effort
- Work requires a high degree of mental effort to analyze documents, verify information, and perform computer-based tasks.
- Requires strong analytical and organizational skills to ensure compliance with loan terms and reporting requirements.
- Physical effort is limited to keyboarding and occasional walking to meetings.
Working Conditions
-
Work is generally performed in a hybrid office environment.
At Chartwell, we’re all about Making People’s Lives BETTER: the lives of our residents and their families, and the lives of our employees. Join an exceptional group of diverse, inspiring, and caring people who are empowered to provide personalized, human experiences for our residents and staff through the connections they make every day within our communities.
Chartwell’s commitment to diversity and inclusivity is a commitment to hiring people whose skills and abilities contribute the most to the success of the organization and who reflect the communities in which we live and work. We are an equal opportunity employer and welcome applications from a wide range of qualified candidates, including people with disabilities. If you have questions or require assistance with the application process, please email accessibility@chartwell.com or call 1-888-663-6448.
We thank all applicants for their interest, however, only those selected for further consideration will be contacted.
About Chartwell Retirement Residences
At Chartwell Retirement Residences, we’re all about Making People’s Lives BETTER: the lives of our residents and their families, and the lives of our employees. Join an exceptional group of diverse, inspiring, and caring people who are empowered to provide personalized, human experiences for our residents and staff through the connections they make every day within our communities.
Chez Chartwell résidences pour retraités, nous sommes dédiés au MIEUX-ÊTRE de nos résidents, de leurs proches et de nos employés. Rejoignez une équipe exceptionnelle et diversifiée de gens inspirants, qui ont à cœur d’offrir des expériences personnalisées, fondées sur des relations chaleureuses et humaines, à tous ceux et celles qui vivent et travaillent dans nos résidences.