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Mortgage Adviser - Nelson Region

Mortgage Adviser - Nelson Region

Hawkes Bay Mortgage and Insurance LtdWorkFromHome, Otago, New Zealand
17 hours ago
Job description

Join a growing, supportive team providing expert mortgage and insurance advice across NZ.

What we offer :

Flexible working hours – work the way that suits you

Uncapped commission – earn based on your performance

Supportive management – experienced leadership and guidance

Work from home – remote role with full support

Opportunity to expand into Risk Insurance advice

About Us :

Hawkes Bay Mortgage and Insurance Limited (HBMI) was founded in 2017 by Paul Michaelsen, who brings over 30 years of experience in the financial industry. We operate under two brands – HBMI and NIMS (Nelson Insurance & Mortgage Services) – and serve clients throughout Hawke's Bay, Nelson, and across New Zealand. Due to ongoing growth and demand for quality financial advice, we’re looking for a motivated Mortgage Adviser to join our team.

About the Role :

In this role you will :

  • Build strong relationships with clients to understand their financial position and goals
  • Collect and manage documentation for mortgage applications
  • Prepare and submit applications to banks and non-bank lenders
  • Negotiate the best possible terms and gain approvals
  • Liaise with solicitors, accountants, and other stakeholders
  • Keep the CRM up to date and accurate
  • Maintain lasting relationships with clients and lending institutions
  • Receive some leads – but success in this role requires proactive lead generation through networking, referrals, and repeat clients

Who We're Looking For :

The ideal candidate will :

  • Have a strong commitment to do what is right for our clients.
  • Not be afraid of working hard and to deadlines.
  • Have strong attention to detail and accuracy.
  • Have strong numerical and analytical skills.
  • Be a team player who collaborates well.
  • Be a natural negotiator and skilled at providing mortgage advice.
  • Be proactive, self-motivated, and business growth-minded.
  • Be open to learning and developing new skills.
  • Be a New Zealand citizen or permanent resident.
  • Qualifications & Experience :

    We're open to different backgrounds, such as :

  • A qualified Mortgage Adviser with a New Zealand Certificate in Financial Services (level 5) for Residential Property Lending.
  • A current bank employee who has lending and / insurance experience, working towards or having completed the New Zealand Certificate in Financial Services (level 5) Residential Property Lending and / or Risk Insurance.
  • How to Apply :

    If this sounds like you, submit your CV and a cover letter outlining your interest and suitability for the role via Seek.

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    Mortgage Adviser • WorkFromHome, Otago, New Zealand

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