Job Description
Elevate client experiences as a Private Lending Associate with Manulife Bank in a remote setup. Focus on specialized lending solutions, supporting Advisors and Regional Directors in complex cases.
The Private Lending Associate plays a crucial role in enhancing both advisor and client interactions within Manulife Bank's Specialized Lending Solutions. This remote role demands strong lending knowledge, documentation skills, and attentive client service. You will directly engage with Advisors to streamline lending applications and support case complexities.
Key Responsibilities:
• Serve as primary contact for Advisors on ALOC+ lending
• Assist with setup, documentation, and follow-ups for cases
• Review applications for completeness before submission
• Educate Advisors on processes and document requirements
• Respond promptly to client and Advisor inquiries
Requirements:
• Post-secondary education or equivalent indu...
The Private Lending Associate plays a crucial role in enhancing both advisor and client interactions within Manulife Bank's Specialized Lending Solutions. This remote role demands strong lending knowledge, documentation skills, and attentive client service. You will directly engage with Advisors to streamline lending applications and support case complexities.
Key Responsibilities:
• Serve as primary contact for Advisors on ALOC+ lending
• Assist with setup, documentation, and follow-ups for cases
• Review applications for completeness before submission
• Educate Advisors on processes and document requirements
• Respond promptly to client and Advisor inquiries
Requirements:
• Post-secondary education or equivalent indu...