Account Manager, Specialized Retail Lending

Utilizing strong customer services skill this role is accountable to our clients to analyze, underwrite and recommend approval loan/ line of credit applications within our services standards, with solid justification.  The account manager is also responsible for communicating loan decisions and requirements to advisors while maintaining high customer service skills.  The role also involves responding to inquiries submitted by clients, financial advisors and staff by either phone or email. 

The Specialized Retail Lending department is currently looking for a dynamic individual to joint their team as Account Manager

Position Responsibilities:

• Analyze and interpret financial statements (personal and corporate) and other documents related to the underwriting of loan applications

• Review and approve within DLA, loan transactions up to $1,000,000

• Recommend for approval more complex loan transactions that exceed $1,000,000

• Processing of more complex new loan applications in accordance with Bank policies and procedures

• Prioritization of daily work

• Adjudicate security requirements on existing loan portfolio

• Review loans for satisfactory repayment history, correct and continued security documentation and status

• Adherence to risk/ audit / compliance requirements

• Has the ability to process a high volume of applications

• Meet and exceed defined service level agreements and engage Manager if SLA's are not met

• Provides superior customer service to Advisors and Clients

Required Qualifications:

• Team oriented with a positive attitude

• 3-5 years of lending experience

• Excellent PC skills including Outlook, Word, Excel, Powerpoint

• Good conflict resolution skills

• Sound problem solving skills and strong negotiation and influencing skills

• Excellent time management skills, and ability to organize, multi-task

• High accuracy skills with a strong attention to detail

Preferred Qualifications:

• Excellent knowledge of Banking policies, procedures and products

• Strong knowledge of banking industry

• Strong knowledge of banking systems

• Sound knowledge of insurance and investment-based products

When you join our team:

• We’ll empower you to learn and grow the career you want. 

• We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words. 

• As part of our global team, we’ll support you in shaping the future you want to see.

The role being advertised is an existing vacancy.

About Manulife and John Hancock

Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit https://www.manulife.com/en/about/our-story.html.

Manulife is an Equal Opportunity Employer

At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law.

It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact [email protected].

Referenced Salary Location

CAN, Ontario - Full Time RemoteRemote

Salary range is expected to be between

$51,975.00 CAD - $86,625.00 CAD

Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. If you are applying for this role outside of the primary location, please contact [email protected] for the salary range for your location.

Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact [email protected] for more information about U.S.-specific paid time off provisions.

We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement.