Private Lending Associate

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

📋 Description

• Act as the main contact for Advisors regarding ALOC+ lending solutions.

• Aid in the setup of cases, documentation, follow-ups, and the completion of lending applications.

• Evaluate applications and documentation for completeness, accuracy, and any deficiencies.

• Provide training to Advisors and administrative staff on processes, forms, timelines, and requirements.

• Address inquiries from Advisors and clients.

• Offer case support to Regional Directors and Specialized Lending for complex cases.

• Collaborate with Underwriting, Credit, Operations, and Fulfillment teams.

• Keep track of documentation and status updates for active files.

• Assist with escalations and resolve service issues.

• Engage in regular meetings with Regional Directors and Specialized Lending.

• Establish and manage new lending and deposit business.

• Accurately and efficiently process financial transactions.

• Ensure the quality, completeness, and security of lending files in compliance with audit, regulatory, and compliance standards.

• Maintain records for tracking, reporting, and compliance purposes.

• Recognize opportunities for process improvements and efficiencies.

• Safeguard the confidentiality and security of bank records and client information.

• Comply with AML, KYC, and KYA regulations.

• Complete necessary training and stay updated on products, systems, and processes.

• Collaborate and exchange best practices with Specialized Lending and Manulife Bank teams.

• Take part in team meetings, planning sessions, and initiatives for improvement.

⛳️ Requirements

• Post-secondary education or equivalent experience in the industry.

• At least 3–5 years of experience in banking, lending, or financial services.

• Strong knowledge of lending administration, documentation, and client service.

• Exceptional organizational skills with a keen attention to detail.

• Capability to manage multiple files and priorities at the same time.

• Experience in supporting secured lending or specialized lending solutions is preferred.

• Familiarity with advisor-supported distribution models is advantageous.

• Proficient in Microsoft Office (Excel, Word, PowerPoint) and Salesforce is preferred.

• Bilingualism in English and French is a plus.

• Strong communication and interpersonal skills.

• Comfortable interacting directly with Advisors and clients.

🏝️ Benefits

• Flexible work environment that promotes well-being and inclusion.

• Health insurance coverage.

• Dental insurance coverage.

• Benefits for mental health support.

• Vision insurance coverage.

• Short- and long-term disability insurance.

• Life and AD&D insurance coverage.

• Benefits for adoption and surrogacy.

• Wellness benefits available.

• Employee and family assistance programs.

• Retirement savings plans.

• Pension plan options.

• Global share ownership plan with employer matching contributions.

• Resources for financial education and counseling.

• Paid holidays, vacation, personal, and sick days.

• Statutory leaves of absence provided.