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The Opportunity
Join a multi-award-winning business renowned for their investment in people development, technology, and company culture In this full-time role, you'll support a team of mortgage advisers by gathering information, preparing, and coordinating documentation, ensuring compliance is met throughout the lending process.
The ideal candidate will be an ambitious individual motivated by potential progression towards an advisory role or someone who enjoys a busy support position with a great team. With fixed daytime hours and no need for late nights, this role offers an opportunity in a stable environment.
The Company
A renowned and award-winning financial advisory firm based in Christchurch, with a proven track record of delivering exceptional service and expert advice. A motivated and detail-oriented individual will thrive in this organisation.
The Role
- Assist advisers in managing and processing loan applications efficiently to help clients achieve their property and financial goals.
- Liaise with clients and lenders to ensure all required documentation is completed and submitted on time.
- Maintain accurate client records in the CRM system and track loan applications through settlement, providing regular updates to advisers and clients.
- Coordinate administrative tasks to support a busy financial services team in a fast-paced environment.
- A background in banking, financial or professional services.
- Knowledge and experience with the lending process and compliance.
- Exceptional attention to detail and accuracy when handling sensitive documentation and high-volume data processing.
- Strong communication and interpersonal skills, with the ability to engage with stakeholders at all levels.
- Experience with a large CRM such as Salesforce would be advantageous.
- Comfortable in an office-based role within a collaborative team.
- Full, unrestricted work rights in New Zealand are required.
- Opportunity to grow your career within a leading firm with a proven track record of success.
- Potential for career progression, including transitioning into an advisory role, if this is desired.
- Be part of a supportive, professional team in a rewarding work environment.
- Competitive salary and benefits, with ongoing training and development opportunities.
Please apply via seek or contact me for further information:
Hayley Behrns (Recruitment Manager)
P:021 - 191 4157
E: hayley@profilegroup.co.nz
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