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Job Post Details

Manager, Lending Operations - job post

OPTIOM INC
Calgary, AB T2P 1H5•Hybrid work
$80,000–$100,000 a year - Permanent, Full-time
You must create an Indeed account before continuing to the company website to apply

Job details

Pay

  • $80,000–$100,000 a year

Job type

  • Permanent
  • Full-time

Location

Calgary, AB T2P 1H5•Hybrid work

Benefits

Pulled from the full job description

  • Paid time off
  • Vision care
  • Dental care
  • Life insurance
  • Employee assistance program
  • Extended health care

Full job description

Bamboo Premium Financing — an Optiom Inc. company | Driven by Aviva

Location: Calgary, AB (Hybrid) Job type: Full-time, Permanent Salary: $80,000–$100,000 base, plus an annual performance bonus commensurate with experience

Build the engine of a growing specialty-finance business

Bamboo is scaling — and we're looking for someone to run the day-to-day engine with precision. As Manager, Lending Operations, you'll own the full lifecycle of Bamboo's premium-finance loan operations, from application intake through approval, servicing, collections, and close-out. You'll be the primary steward of our Odyssey loan-administration platform, the internal owner of our operational playbook, and the person our broker partners count on for fast, fair, and responsive service.

This is the execution seat — where strategy becomes operational reality. Reporting to the VP, you'll translate commercial direction into reliable outcomes and hold the service standard that Bamboo's clients and policyholders depend on. It's also a growth role: as Bamboo scales from a regional base to a national platform, this position grows with it, with a clear and near-term path to a team leadership role.

What you'll do

Loan operations & fulfillment

  • 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.

Platform administration & process improvement

  • 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.

Reporting, analytics & portfolio monitoring

  • 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.

Broker, Dealer & policyholder support

  • Act as the primary operational contact for broker and Dealer partners on application status, account inquiries, and settlement requests — resolving issues or escalating with clear documentation.
  • Manage the operational onboarding of new broker and Dealer partners, from system setup to submission-workflow training.
  • Respond to policyholder inquiries with professionalism and accuracy, escalating complex cases as required.

What you bring

  • 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.

What we offer

  • 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.

Who we are

Bamboo Premium Financing is an affiliate of Optiom Inc. and a subsidiary of Aviva Canada, providing insurance premium-finance solutions to the Canadian property and casualty market. We convert annual insurance premiums into manageable monthly instalments — helping policyholders access better coverage and enabling brokers to write larger, stickier business without the friction of upfront premium cost.

Optiom Inc. is a specialty Managing General Agency (MGA) and an Aviva Canada company. We operate with the entrepreneurial energy of a specialty MGA, backed by the resources and credibility of one of Canada's largest and most trusted insurers.

As disclosed in our postings, Optiom uses AI tools to assist with initial screening. All final hiring decisions are made by Optiom's human hiring team.

Pay: $80,000.00-$100,000.00 per year

Benefits:

  • Dental care
  • Employee assistance program
  • Extended health care
  • Life insurance
  • Paid time off
  • Vision care

Work Location: Hybrid remote in Calgary, AB T2P 1H5

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