Mortgage Assistant / Loan Writer

Our client is a boutique mortgage brokerage firm in the vibrant Whangarei property market, where passion, expertise, and unwavering dedication converge. 

With over 7 years of experience and an extensive network of trusted partners, they are renowned for their personalised approach and commitment to helping clients achieve their property dreams. They thrive on responsiveness, making the process effortless and seamless for their valued clients. As a team, they pride themselves on their in-depth knowledge of various providers and our ability to secure loans that perfectly align with their clients' needs. 

An opportunity has become available for a Mortgage Assistant who has the ability to anticipate needs, has an engaging nature to liaise with stakeholders, and strong prioritisation skills with the inherent ability to multi-task a workload seamlessly to become part of a close-knit team that will value your experience and reward your commitment.  

In this role, you will be an integral part of the team, utilising your expertise to leverage their strong word-of-mouth following and forging relationships with key partners to provide exceptional service to valued clients. Whether you are an aspiring administrator looking to launch your career or an experienced banking professional seeking a fresh challenge, this opportunity offers a platform for growth, professional development, and financial success.

The range of associated tasks will include, but is no limited to: (full JD is available on request)

• Assist and support the owner / Director; being their right-hand person ensuring the best use of their time is maintained
• Ongoing management of extensive client base
• Loan application preparation and data collection / follow-ups
• Building rapport with stakeholders
• CRM management
• System implantation(s)
• Refix management 
• Client retention management
• Manage confidential and highly sensitive information

You will have an exceptionally sharp eye for detail and be quick thinking. This is a busy and varied role meaning you will never be bored! You'll draw on your skills in proactivity, organisation, professionalism, and communication and will want to move into a role where you can utilise your excellent business acumen and highly developed interpersonal skills.

This is an excellent opportunity where you will be encouraged to get fully involved, share the passion for and contribute to achieving business goals. 

If this sounds like the opportunity you're looking for, and you have with the ability to hit the ground running, we want to hear from you! Apply now with your CV and Cover Letter or call Judy on 021 470 804 for a confidential discussion / full job description. Applicants for this position must have NZ residency or a valid NZ work visa.

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