Private Lending Associate

Role Overview

• 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