Private Lending Associate

🔥 0 minutes ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

Manulife

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1887

💸 Finance

⚕️ Healthcare Insurance

💰 $1.2G Post-IPO Debt on 2023-03

Finance • Insurance • Healthcare 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, assisting with case setup, documentation, and follow-ups • Work directly with Advisors and their clients to support the completion of lending applications, disclosure documents, and supporting materials • Review applications and documentation to ensure files are in good order prior to submission, proactively identifying gaps or deficiencies • Educate Advisors and their administrative staff on processes, forms, timelines, and requirements related to ALOC+ solutions • Respond to Advisor and client inquiries promptly and professionally • Provide lending case support to Regional Directors, Specialized Lending (RDS) on larger, more complex Specialized Lending (SL) cases • Coordinate with internal partners (Underwriting, Credit, Operations, Fulfillment) to ensure smooth progression of approved cases • Maintain accurate tracking, documentation, and status updates for all active files • Support escalations and service issues, helping to resolve concerns efficiently while maintaining strong Advisor relationships • Participate in regular touchpoints with RDS partners to align on case priorities and territory support • Set up and administer new lending and deposit business by processing financial transactions accurately and efficiently • Ensure the quality, completeness, and security of lending files in accordance with audit, compliance, and regulatory standards • Maintain accurate records for reporting, tracking, and compliance purposes • Identify opportunities for process improvements, efficiencies, and enhancements to improve the Advisor and client experience • Maintain strict confidentiality and security over all bank records and client information • Adhere to all internal policies, procedures, and best practices, including AML, KYC, and KYA requirements • Complete required training and remain current on product, system, and process updates • Collaborate and share best practices with teammates across Specialized Lending and broader Manulife Bank teams • Participate in team meetings, planning sessions, and ongoing 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 (preferred) • Familiarity with advisor-supported distribution models (preferred) • Proficiency with Microsoft Office (Excel, Word, PowerPoint) and Salesforce (preferred) • Bilingualism (English and French) is an asset

🏖️ Benefits

• Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage • Adoption/surrogacy and wellness benefits • Employee/family assistance plans • Various retirement savings plans including pension and a global share ownership plan with employer matching contributions • Financial education and counseling resources • Generous paid time off including holidays, vacation, personal, and sick days