Private Lending Associate
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Job Description
Private Lending Associate supporting Manulife Bank’s specialized lending applications, documentation, and case management. Coordinating advisors, clients, underwriting, credit, and operations.
Responsibilities:
- 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
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