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 robust 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
Bilingualism (English and French) is an asset. If the successful candidate is in Québec,
proficiency in both languages will be required to support clients from various provinces outside of Quebec.
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 setting 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.
マニュライフとジョン・ハンコックについて
マニュライフ・ファイナンシャル・コーポレーションは、「あなたの未来に、わかりやすさを」を提供する、国際的な大手金融サービスプロバイダーです。当社について詳しくは、 https://www.manulife.co.jp/ ご覧ください。
マニュライフは機会均等を是とする雇用主です
マニュライフ/ジョン・ハンコックでは、多様性を受け入れます。私たちは、サービス提供先であるお客さまと同様に、多様な人材を引きつけ、育成し、定着させ、文化や個人の力を受け入れる包括的な職場環境を促進するよう努めています。当社は公正な採用、定着、昇進、報酬に努めています。当社のすべての慣行およびプログラムは、人種、祖先、出身地、肌の色、民族的出自、市民権、宗教または宗教的信念、信条、性別(妊娠および妊娠関連の状態を含む)、性的指向、遺伝的特徴、退役軍人としての地位、性自認、性に関する表明、年齢、婚姻状況、家族状況、障害、または適用法で保護されるその他の要因に対する一切の差別を行うことなく管理されます。
雇用への平等なアクセスを提供するために、障壁を取り除くことが当社の優先事項です。人事担当者は、応募者が応募プロセス中に合理的配慮を要求する場合に協力します。配慮要求のプロセス中に共有されるすべての情報は、適用される法律およびマニュライフ/ジョン・ハンコックのポリシーに準拠した方法で保存および使用されます。申請プロセスにおいて合理的配慮を要求するには、
[email protected] までご連絡をお願いします。
Referenced Salary Location
カナダ, オンタリオ州 -フルタイムリモート
Working Arrangement
在宅勤務
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.
#J-18808-Ljbffr
📌 Account Manager, Specialized Retail Lending (Manitoba)
🏢 Manulife Financial
📍 Manitoba