Reviews entrepreneur applications, business plans, cash flows, credit reports, and supporting documents to assess financing eligibility and business viability. Coaches applicants and partners on application requirements, financial readiness, and documentation. Coordinates with adjudication, compliance, loans, mentoring, and business development teams; prepares loan agreements and disbursement conditions; and supports timely funding while maintaining strong client satisfaction and regional performance.

Supports young entrepreneurs through loan and program applications by reviewing business plans, cash flow, credit reports, eligibility, and required documentation. Coaches applicants and partners on improving submissions, evaluates business viability, communicates conditions, prepares loan agreements, coordinates mentoring and compliance activities, and supports timely disbursement while meeting regional targets and maintaining strong client satisfaction.

Promote financing and mentoring programs, convert entrepreneur leads, recruit mentors, and build relationships with strategic and referral partners across the Vancouver region. The role includes presentations, workshops, partner onboarding, event coordination, CRM follow-up, lead generation, and collaboration with client relationship teams. Frequent local and provincial travel, including remote areas, is required.