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.

• Facilitate case setup, documentation, and follow-up activities.

• Provide assistance to Advisors and clients with lending applications, disclosure documents, and accompanying materials.

• Assess applications and documentation for thoroughness and adherence to compliance standards.

• Inform Advisors and administrative personnel about processes, forms, timelines, and requirements.

• Address inquiries from Advisors and clients.

• Offer case support to Regional Directors and Specialized Lending on intricate cases.

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

• Monitor active files and ensure accurate documentation and status updates.

• Assist with escalations and service-related issues.

• Engage in discussions with Regional Director partners.

• Organize and manage lending and deposit business.

• Accurately and efficiently process financial transactions.

• Ensure the quality, completeness, and security of lending files.

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

• Identify opportunities for process enhancements and efficiencies.

• Uphold confidentiality and security of bank records and client information.

• Comply with AML, KYC, and KYA regulations.

• Complete mandatory training and stay updated on product, system, and process changes.

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

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

⛳️ Requirements

• Completion of post-secondary education or equivalent experience in the industry.

• A minimum of 3–5 years' experience in banking, lending, or financial services.

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

• Exceptional organizational skills with a keen eye for detail.

• Proven capability to handle multiple files and priorities at the same time.

• Experience in supporting secured lending or specialized lending solutions.

• Familiarity with advisor-supported distribution models.

• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and Salesforce.

• Strong interpersonal and communication abilities.

• Confidence in engaging directly with Advisors and clients.

• Bilingualism in English and French is considered an asset.

🏝️ Benefits

• Flexible work environment.

• Health insurance.

• Dental insurance.

• Mental health benefits.

• Vision insurance.

• Short-term disability insurance.

• Long-term disability insurance.

• Life insurance.

• AD&D insurance coverage.

• Adoption/surrogacy benefits.

• Wellness benefits.

• Employee/family assistance plans.

• Retirement savings plans.

• Pension.

• Global share ownership plan with employer matching contributions.

• Financial education and counseling resources.

• Paid holidays.

• Vacation.

• Personal days.

• Sick days.

• Statutory leaves of absence.

• Support for learning and career growth.

• Well-being and inclusion support.