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Client Manager / Broker Support / Loan Writer

Client Manager / Broker Support / Loan Writer

AdvicehqWorkFromHome, Auckland, New Zealand
13 hours ago
Job description

Client Manager / Broker Support / Loan Writer

We are a boutique mortgage broking business offering clients a private banking experience. We focus on building long term relationships with our clients, partnering with them from their first home to retirement. As part of our team, you will have the opportunity to be involved in a full-service organisation that provides mortgages, insurance, KiwiSaver advice, and business and commercial lending solutions.

About the Role

This role is an exciting opportunity to support our expanding mortgage business. You'll work closely with our Director, helping to manage client relationships and supporting the end-to-end mortgage process.

You will also have the opportunity to lead a small offshore support team.

This role is full-time based in our modern Takapuna offices. Standard business hours are Monday - Friday, with hybrid options available.

Key Responsibilities

  • Manage mortgage applications from initial client inquiry through to lawyer settlement.
  • Manage mortgage maintenance for clients including refixes and restructures.
  • Maintain detailed client records in CRM (Trail).
  • Develop and maintain strong relationships with clients, lenders and solicitors.
  • Keep up-to-date and comply with the latest lending products, policies, and regulations including AML, CCCFA, Responsible Lending Code, Privacy Act.

Qualifications & experience

  • Previous experience in a mortgage broking or banking environment is essential.
  • Knowledge of mortgage processes and products.
  • Strong administrative and organisational skills with the ability to perform under pressure.
  • Excellent communication skills and ability to build rapport with clients and lenders.
  • High attention to detail and accuracy in a fast-paced environment.
  • Proficiency with software applications including mortgage software (Trail), Microsoft (Excel), GoogleSuite.
  • Ability to work both independently and as part of a team.

    • Eligibility : Applicants must be NZ Citizens or Permanent Residents .

    Seniority level

  • Entry level

    • Employment type

  • Full-time

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