Private Lending Associate

🔥 15 hours ago

🇨🇦 Canada – Remote

💵 $85.5k - $125.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

👻 Ghost score 0%

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Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

🏥 Healthcare

💸 Finance

🛡️ Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Healthcare • Finance • Insurance

Manulife is a leading international financial services group based in Canada, offering a range of insurance and wealth management products to customers across North America, Asia, and Europe. The company is dedicated to helping people with their financial and healthcare needs through innovative solutions in insurance, investment, and retirement planning. Manulife is notable for its commitment to sustainability, diversity, equity, and inclusion. It has been recognized as one of Canada’s Top 100 Employers, demonstrating its dedication to creating a supportive and diverse workplace. With operations spanning numerous countries, Manulife is committed to delivering strong financial performance and customer satisfaction.

📋 Description

• Serve as a primary point of contact for Advisors on ALOC+ lending solutions • Assist with case setup, documentation, and follow-ups • Support Advisors and clients with lending applications, disclosure documents, and supporting materials • Review applications and documentation for completeness and compliance • Educate Advisors and administrative staff on processes, forms, timelines, and requirements • Respond to Advisor and client inquiries • Provide case support to Regional Directors, Specialized Lending on complex cases • Coordinate with Underwriting, Credit, Operations, and Fulfillment • Track active files and maintain accurate documentation and status updates • Support escalations and service issues • Participate in touchpoints with Regional Director partners • Set up and administer lending and deposit business • Process financial transactions accurately and efficiently • Maintain lending file quality, completeness, and security • Maintain records for reporting, tracking, and compliance • Identify process improvements and efficiencies • Maintain confidentiality and security of bank records and client information • Adhere to AML, KYC, and KYA requirements • Complete required training and remain current on product, system, and process updates • Collaborate and share best practices with Specialized Lending and Manulife Bank teams • Participate in team meetings, planning sessions, and improvement initiatives

🎯 Requirements

• Post-secondary education or equivalent industry experience • Minimum 3–5 years of experience in banking, lending, or financial services • Strong understanding of lending administration, documentation, and client service • Excellent organizational skills with strong attention to detail • Proven ability to manage multiple files and priorities simultaneously • Experience supporting secured lending or specialized lending solutions • Familiarity with advisor-supported distribution models • Proficiency with Microsoft Office (Excel, Word, PowerPoint) and Salesforce • Strong interpersonal and communication skills • Confidence interacting directly with Advisors and clients • Bilingualism (English and French) is 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 • Learning and career growth support • Well-being and inclusion support