Manulife Bank
Financial Services
PrivateLendingAssociate
“Private Lending Associate at Manulife Bank. Skills: Specialized Lending, lending administration, documentation, client service. 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.”
What You'll Achieve.
delivering an exceptional advisor and client experience; move cases forward efficiently and professionally; improve the Advisor and client experience
Industry & Context.
proactively identifying gaps or deficiencies.; Support escalations and service issues, helping to resolve concerns efficiently while maintaining Advisor relationships.; Identify opportunities for process improvements, efficiencies, and enhancements to improve the Advisor and client experience.
What They're Looking For.
Must Have
Post-secondary education or equivalent industry experience, Minimum 3–5 years of experience in banking, lending, or financial services, understanding of lending administration, documentation, and client service, Excellent organizational skills with attention to detail, Proven ability to manage multiple files and priorities simultaneously
Nice to Have
Experience supporting secured lending or specialized lending solutions, Familiarity with advisor-supported distribution models, Bilingualism (English and French) is an asset
What You'll Do.
Serve as a primary point of contact for Advisors on ALOC+ lending solutions
assisting with case setup
Work directly with Advisors and their clients to support the completion of lending applications
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
and requirements related to ALOC+ solutions.
Respond to Advisor and client inquiries promptly and professionally
ensuring a high standard of service delivery.
Provide lending case support to Regional Directors
Specialized Lending (RDS) on larger
more complex Specialized Lending (SL) cases.
Coordinate with internal partners (Underwriting
Fulfillment) to ensure smooth progression of approved cases.
Maintain accurate tracking
and status updates for all active files.
Support escalations and service issues
helping to resolve concerns efficiently while maintaining 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.
and security of lending files in accordance with audit
and regulatory standards.
Maintain accurate records for reporting
and compliance purposes.
Identify opportunities for process improvements
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
and KYA requirements.
Complete required training and remain current on product
Collaborate and share best practices with teammates across Specialized Lending and broader Manulife Bank teams.
Participate in team meetings
and ongoing improvement initiatives.
How You'll Work.
Team & Collaboration
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.; Coordinate with internal partners (Underwriting, Credit, Operations, Fulfillment) to ensure smooth progression of approved cases.; Participate in regular touchpoints with RDS partners to align on case priorities and territory support.
Communication Scope
Excellent organizational skills with attention to detail.; interpersonal and communication skills, with the confidence to interact directly with Advisors and clients.
Process & Methodology
Proven ability to manage multiple files and priorities simultaneously.
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