Litigation Associate handling civil, estate, and real estate disputes for Ottawa law firm Merovitz Potechin LLP. Advising clients within an experienced litigation team.
About the role
- Private Lending Associate supporting Manulife Bank’s specialized lending solutions. Managing lending applications, documentation, case coordination, and advisor and client service.
Responsibilities
- Serve as a primary point of contact for Advisors on ALOC+ lending solutions
- Assist with case setup, documentation, follow-ups, and completion of lending applications
- Review applications and documentation for completeness, accuracy, and deficiencies
- Educate Advisors and administrative staff on processes, forms, timelines, and requirements
- Respond to Advisor and client inquiries
- Provide case support to Regional Directors, Specialized Lending on complex cases
- Coordinate with Underwriting, Credit, Operations, and Fulfillment
- Maintain tracking, documentation, and status updates for active files
- Support escalations and service issues
- Participate in touchpoints with Regional Directors, Specialized Lending
- Set up and administer new lending and deposit business
- Process financial transactions accurately and efficiently
- Ensure lending file quality, completeness, and security under audit, compliance, and regulatory standards
- Maintain records for reporting, tracking, and compliance
- Identify process improvements and efficiencies
- Maintain confidentiality and security of bank records and client information
- Adhere to AML, KYC, and KYA requirements
- Complete required training and stay current on product, system, and process updates
- Collaborate and share best practices with Specialized Lending and Manulife Bank teams
- Participate in team meetings, planning sessions, and 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
- 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
- Strong interpersonal and communication skills
- Must be comfortable interacting directly with Advisors and clients
Benefits
- Flexible environment supporting well-being and inclusion
- Health insurance
- Dental insurance
- Mental health benefits
- Vision coverage
- Short- and long-term disability insurance
- Life and AD&D insurance coverage
- Adoption/surrogacy benefits
- Wellness benefits
- Employee/family assistance plans
- Retirement savings plans
- Pension
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid holidays, vacation, personal, and sick days
- Statutory leaves of absence
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