Work With Us!

At Venture North, our work begins with people: entrepreneurs with vision, grit, and a deep commitment to their communities.

Since our inception, we have stood beside small business owners across northwest Michigan, especially those navigating barriers to traditional financing and resources. As a Community Development Financial Institution (CDFI), our mission is rooted in access, partnership, and possibility. When you join our team, you become part of that mission, supporting farmers, makers, childcare providers, innovators, and neighbors who are building stronger local economies. If you’re passionate about meaningful work, collaborative problem-solving, and helping small business dreams take root and grow, we invite you to explore opportunities with us below.

Operations & Portfolio Coordinator

Reports To: President

Status: Full-Time, Exempt

Position Summary

Venture North is seeking a highly organized, detail-oriented, and proactive Full-Time Bookkeeper / Portfolio Coordinator / Administrative Assistant to support day-to-day financial operations, portfolio management activities, and administrative functions across the organization.

This role is ideal for someone who thrives in a fast-paced entrepreneurial environment, enjoys wearing multiple hats, and can manage financial accuracy while supporting leadership, clients, and internal operations.

Primary Responsibilities

Bookkeeping & Financial Administration 

  • Maintain accurate accounting records using QuickBooks or similar accounting software. 

  • Process accounts payable and accounts receivable transactions. 

  • Reconcile bank, credit card, and loan accounts monthly. 

  • Prepare deposits and record incoming payments. 

  • Maintain vendor files, W-9s, and 1099 reporting. 

  • Support monthly financial statement preparation. 

  • Assist with annual audit and tax return preparation. 

  • Track budgets, grant expenditures, and restricted funds. 

  • Coordinate and process fiduciary grant activities. 

Loan Portfolio Administration 

  • Client intake 

  • Coordinate loan application, loan committee review and loan closing. 

  • Coordinate loan servicing and document compliance. 

  • Loan operations 

Borrower Communication & Support 

  • Serve as a point of contact for borrower inquiries regarding payments, documentation, and account status. 

  • Coordinate payment follow-up and delinquency communication. 

  • Assist borrowers with submission of required financial information and reporting. 

  • Support a positive borrower experience aligned with Venture North’s mission and values. 

Reporting & Compliance 

  • Assist with portfolio reporting for the board. 

  • Assist with portfolio reporting for funders. 

  • Support federal and state reporting and compliance documentation. 

  • Help maintain policies, procedures, and internal controls related to loan servicing. 

Administrative Support 

  • Monitor general phone line and direct calls to appropriate individuals. 

  • Prepare correspondence, reports, and routine communications. 

  • Coordinate electronic and physical file organization. 

  • Assist with scheduling, meeting preparation, and reporting materials. 

  • Assist with special projects and organizational initiatives as assigned. 

Qualifications

  • Associate’s or Bachelor’s degree in Accounting, Business Administration, Finance, or related field preferred. 

  • 3+ years of bookkeeping, office administration, or financial operations experience. 

  • Experience with accounting software such as QuickBooks preferred. 

  • Strong proficiency in Microsoft Excel and Microsoft Office. 

  • Excellent organizational and time-management skills. 

  • Strong written and verbal communication abilities. 

  • Ability to manage multiple priorities independently.

  • High attention to detail and accuracy. 

  • Experience in investment, venture capital, nonprofit, or small business environments is a plus. 

Preferred Skills

  • Financial reporting and reconciliation. 

  • Calendar and project coordination. 

  • Data management and document organization. 

  • Professional communication and relationship management. 

  • Problem-solving and initiative. 

  • Confidentiality and professionalism. 

Compensation & Benefits

  • Competitive salary commensurate with experience. 

  • Health, dental, and vision insurance. 

  • 401(k) with 7% employer match. 

  • Life insurance 

  • Unlimited paid time off plus 11 holidays. 

  • Professional development support. 

  • Hybrid or in-office schedule based on organizational needs. 

  • The opportunity to do meaningful, community-centered work every day. 

How to Apply

Interested candidates should submit: 

  • Resume 

  • Cover letter 

  • References (optional) 

Please send cover letter and resume to: christine@venturenorthfunding.org with the subject line: “Operations & Portfolio Coordinator Application.” 

Deadline to apply, Friday, August 28, 2026 by 5 p.m. 

Contact for More Information:  Tim Ervin — timervinassoc@gmail.com — 231-794-0089