Verified Job
Accounting - Finance
Account Manager, Specialized Retail Lending
Accounting - Finance
#714671
Remote / WFH
Manulife
Job Description
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, *** (including pregnancy and pregnancy-related conditions), ****** 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 hr@manulife.com .
Referenced Salary Location
CAN, Ontario - Full Time Remote
Working Arrangement
Remote
Salary range is expected to be between
$51,975.00 CAD - $86,625.00 CAD
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, *** (including pregnancy and pregnancy-related conditions), ****** 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 hr@manulife.com .
Referenced Salary Location
CAN, Ontario - Full Time Remote
Working Arrangement
Remote
Salary range is expected to be between
$51,975.00 CAD - $86,625.00 CAD
