Account Manager, Specialized Retail Lending

This is a fully remote position, open to applicants in Canada.

📋 Description

• Evaluate and analyze personal and corporate financial documents alongside other loan underwriting materials.

• Review and authorize loan transactions up to $1,000,000 within DLA.

• Recommend approval for intricate loan transactions exceeding $1,000,000.

• Process complex new loan applications in accordance with bank policies and procedures.

• Prioritize daily tasks effectively.

• Assess security requirements for the current loan portfolio.

• Review loans to ensure satisfactory repayment history, ongoing security documentation, and status.

• Comply with risk, audit, and regulatory standards.

• Handle a significant volume of applications.

• Achieve and surpass established service-level agreements, coordinating with the Manager when SLAs are not fulfilled.

• Deliver exceptional customer service to advisors and clients.

• Communicate loan decisions and requirements clearly to advisors.

• Address inquiries from clients, financial advisors, and staff via phone or email.

⛳️ Requirements

• 3-5 years of experience in lending.

• Proficient in PC applications, including Outlook, Word, Excel, and PowerPoint.

• Strong conflict resolution abilities.

• Effective problem-solving skills.

• Strong negotiation and influencing capabilities.

• Excellent time management and organizational skills.

• Capacity to organize and multitask efficiently.

• High accuracy and keen attention to detail.

• Preferred: Comprehensive understanding of banking policies, procedures, and products.

• Preferred: Strong knowledge of the banking sector.

• Preferred: Familiarity with banking systems.

• Preferred: Solid understanding of insurance and investment-based products.

• Bilingualism in English and French is an asset; required for successful candidates in Québec to assist clients from various provinces outside Québec.

🏝️ Benefits

• Incentive programs and compensation linked to business and individual performance.

• Health, dental, mental health, and vision benefits.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Adoption and surrogacy benefits.

• Wellness benefits.

• Employee and family assistance programs.

• Retirement savings plans, including a pension scheme.

• Global share ownership plan with employer matching contributions.

• Access to financial education and counseling resources.

• Paid holidays, vacations, personal days, and sick leave.

• Statutory leaves of absence.

• Flexible work environment.

• Support for learning and career advancement.

• Well-being and inclusion support.