Manager, Lending Operations

Optiom

Manager of Lending Operations at Bamboo overseeing the lifecycle of premium-finance loan operations. Leading operational execution and process improvements with a focus on service quality.

Posted 6/20/2026full-timeCalgary • 🇨🇦 CanadaMid-LevelSenior💰 CA$80,000 - CA$100,000 per yearWebsite

About the role

Key responsibilities & impact

Manage the end-to-end loan origination workflow — application intake, credit-review support, approval processing, premium confirmation, and funding disbursement.
Oversee loan servicing: payment processing, instalment schedule management, account adjustments, and early-settlement calculations.
Administer the collections function — monitoring delinquency queues, coordinating outreach, executing return-of-premium recovery, and escalating per credit policy.
Maintain and enforce service-level agreements across operational workflows, tracking turnaround times and flagging exceptions in real time.
Serve as the primary internal administrator of the Red Planet Software Odyssey loan-administration platform — user access, workflow configuration, data integrity, and troubleshooting.
Build and maintain operational documentation: SOPs, workflow maps, approval matrices, and decision trees that keep execution consistent as the team grows.
Identify and drive process improvements that reduce manual touchpoints, shorten turnaround, and improve accuracy and auditability.
Partner with our IT/IS function and the Odyssey vendor on enhancements, integrations, and issue resolution.
Produce operational reporting for leadership — origination volume, SLA performance, delinquency rates, collections recovery, and approval turnaround.
Monitor portfolio health daily and weekly, flagging emerging delinquency patterns or anomalies.
Build and maintain operational dashboards that give leadership real-time visibility into performance.
Act as the primary operational contact for broker partners on application status, account inquiries, and settlement requests — resolving issues or escalating with clear documentation.
Manage the operational onboarding of new broker partners, from system setup to submission-workflow training.
Respond to policyholder inquiries with professionalism and accuracy, escalating complex cases as required.

Requirements

What you’ll need

4+ years of hands-on experience in lending, financial-services, or insurance operations — with direct ownership of processes , not supporting roles.
Experience administering a loan-management or policy-administration platform at a workflow or configuration level — not just as a front-end user.
A track record of building or improving operational processes: documented SOPs, workflow redesign, or SLA framework implementation.
Experience producing operational reporting for senior leadership (origination volumes, delinquency metrics, turnaround analytics, or equivalent KPIs).
Experience coordinating client- or partner-facing operations — broker, dealer, or policyholder servicing.
Post-secondary education in Business, Finance, Operations, or a related discipline — or equivalent demonstrated experience.
Bonus points for Direct experience with the Red Planet Software Odyssey platform, or a comparable loan-administration system (Applied Epic, PowerCurve, Black Knight, Q2, or similar).
An insurance background — P&C brokerage operations, MGA operations, or premium finance specifically.
Experience in a subsidiary or affiliate of a larger financial institution (parent-company reporting, governance cadences, audit-readiness).
Exposure to FINTRAC/AML compliance obligations in a lending or financial-services context.
Intermediate-to-advanced Excel, Power BI, or equivalent analytics proficiency.

Benefits

Comp & perks

Competitive base salary plus an annual performance bonus tied to measurable outcomes.
Comprehensive group benefits — medical, dental, vision, and an Employee Assistance Program.
Three weeks' vacation to start, increasing with tenure.
Employer-supported professional development, platform certifications, and industry-designation support.
A hybrid work model from our Calgary headquarters.
The chance to define the processes, documentation, and standards a growing business scales on — backed by the stability and resources of Aviva Canada.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

loan originationloan servicingcollections managementoperational reportingprocess improvementSOP documentationworkflow configurationdata integrityExcelPower BI

Soft Skills

communicationproblem-solvingorganizational skillsattention to detailprofessionalism