Private Lending Associate

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

📋 Description

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

• Assist with the setup of cases, documentation, and follow-up processes.

• Provide support to Advisors and clients throughout the lending application process, including disclosure documents and other supporting materials.

• Review applications and documentation to ensure completeness and accuracy prior to submission.

• Identify any gaps or deficiencies in lending files.

• Educate Advisors and administrative personnel on processes, forms, timelines, and requirements.

• Address inquiries from Advisors and clients.

• Offer case support to Regional Directors and Specialized Lending for larger and more intricate cases.

• Collaborate with Underwriting, Credit, Operations, and Fulfillment to advance approved cases.

• Keep tracking, documentation, and status updates organized for active files.

• Provide assistance with escalations and service-related issues.

• Engage in discussions with Regional Director partners regarding case priorities and territory support.

• Set up and manage lending and deposit business by processing financial transactions.

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

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

• Identify opportunities for process improvements and efficiencies.

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

• Comply with internal policies, procedures, AML, KYC, and KYA requirements.

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

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

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

⛳️ Requirements

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

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

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

• Excellent organizational abilities with a keen attention to detail.

• Capability to manage multiple files and priorities concurrently.

• Previous experience in supporting secured lending or specialized lending solutions is preferred.

• Familiarity with advisor-supported distribution models is also preferred.

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

• Bilingualism (English and French) is considered an asset.

• Strong interpersonal and communication skills, with the confidence to interact directly with Advisors and clients.

• Knowledge of AML, KYC, and KYA requirements.

• Ability to complete required training and remain updated on product, system, and process information.

🏝️ Benefits

• Health insurance.

• Dental insurance.

• Mental health benefits.

• Vision coverage.

• 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 days.

• Personal days.

• Sick days.

• Statutory leaves of absence.

• Flexible work environment.

• Learning and career growth opportunities.

• Sales incentive programs and incentive compensation.