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Model this offer in the calculatorJob description
Team: Finance
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Private Lending Officer based in Canada.
This role sits at the heart of a high-touch private banking environment, supporting high-net-worth clients with complex lending and transactional needs. You will act as a key point of contact for sophisticated banking requests, ensuring accuracy, speed, and exceptional service quality across all interactions. The position requires strong technical lending knowledge combined with a client-first mindset to navigate detailed financial operations. You will collaborate closely with advisors, operations teams, and internal stakeholders to deliver seamless end-to-end lending experiences. This is a fast-paced role where precision, ownership, and proactive problem-solving directly impact client satisfaction and trust. You will also contribute to improving processes, identifying opportunities for better service delivery, and enhancing overall operational efficiency. The environment is collaborative, detail-oriented, and focused on delivering premium financial solutions.
Accountabilities:
In this role, you will be responsible for delivering high-quality support across private lending and banking operations, ensuring smooth execution of complex client requests and maintaining strong service standards:
- Manage and execute complex financial transactions including wire payments, fund transfers, and other high-value banking operations with accuracy and compliance.
- Support lending-related inquiries such as renewals, rate changes, Manulife One (M1) accounts, mortgages, and account maintenance activities.
- Handle general banking requests including bill payments, credit card inquiries, account updates, Interac e-Transfers, and GIC-related services.
- Assist with account openings (personal, business, and Adva) while ensuring a concierge-level client experience.
- Process fee waiver requests and other operational exceptions with sound judgment and adherence to policies.
- Serve as a key support partner to advisors and internal teams, ensuring timely resolution of client issues and escalations.
- Identify opportunities to enhance client experience and contribute to continuous improvement of processes and workflows.
- Maintain strong collaboration with cross-functional teams to ensure alignment across the full lending lifecycle.
- Experience in private banking, lending operations, commercial banking, or high-net-worth client service environments.
- Strong understanding of lending products, banking operations, and end-to-end financial transaction processes.
- Proven ability to manage complex requests with accuracy, urgency, and strong attention to detail.
- Post-secondary education in Business, Finance, or a related field, or equivalent professional experience.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and banking systems/tools.
- Excellent communication skills with the ability to explain complex financial concepts clearly and confidently.
- Strong organizational skills with the ability to prioritize multiple requests in a fast-paced environment.
- Problem-solving mindset with the ability to work independently and make sound decisions.
- Bilingualism in English and French is considered a strong asset.
- Client-first attitude with a commitment to delivering high-quality, personalized service.
- Competitive base salary aligned with experience and market benchmarks
- Annual incentive and performance-based bonus eligibility
- Comprehensive health, dental, vision, and mental health coverage
- Life, disability, and AD&D insurance programs
- Retirement savings plans with employer contribution options
- Paid time off including vacation, personal days, sick leave, and statutory holidays
- Flexible remote work arrangement (Canada-based)
- Employee assistance and wellness programs
- Financial education and advisory resources
- Inclusive and supportive work environment focused on growth and development.
Requirements
The ideal candidate brings strong financial services experience and the ability to manage complex, high-volume client interactions in a detail-driven environment:
Benefits
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