Mortgage Lending Assistant

4 weeks ago


Christchurch, New Zealand Paramount Mortgages Limited Full time

Paramount Mortgages and Leasing aims to continually improve the efficiency of the finance industry by delivering lending and leasing solutions which far exceeds our client’s expectations.

For our company, we are looking to onboard a **Mortgage Lending Assistant** whose responsibilities and Key Performance Indicators (KPI) will be as per below:

- **Deliver Outstanding Customer Service**: Provide exceptional service to clients, ensuring their needs are met and their expectations exceeded.
- **Client and Contractor Management**: Oversee and nurture relationships with existing clients and contractors, ensuring their satisfaction and continued engagement with the business.
- **Primary Customer Contact**: Act as the initial point of contact for customers, offering assistance and support to advisers within the organization.
- **Document and CRM Management**: Organize and manage all client-related documents, ensuring accurate information is maintained in the CRM system.
- **Assist with Loan Refixes and Restructures**: Support clients by helping them navigate refixes and restructures, ensuring they receive the best possible deals and promoting client retention.
- **Loan Modifications**: Execute refixes and modifications to loans, aiding clients in securing the most advantageous terms.
- **Applicant Communication**: Communicate effectively with loan applicants, addressing any questions or concerns they may have throughout the process.
- **Accurate Record Maintenance**: Keep precise and detailed records of all transactions and client interactions.

**KPIs of the person are**:

- Achieve a high level of customer satisfaction
- Maintain a retention rate of 90% for clients refixes
- Maintain accurate and complete records and documentation

**Work hours and pay range**
- A minimum of 30 hours per week.
- Will be paid between $28 to $32 per hour.

**Other requirements for the role**:

- A minimum of 1 year of work experience in a customer-oriented role or relevant qualifications
- Good communication skills & Interpersonal skills
- Attention to detail
- Good with numbers
- Team worker

Pay: $28.00 - $32.00 per hour

Schedule:

- 8 hour shift
- Monday to Friday



  • Christchurch, Canterbury, New Zealand Cultivate Recruitment Full time

    Cultivate Recruitment is excited to partner with advisory firms that prioritize client investment and employee development. Our goal is to build a diverse team of Mortgage Advisers or Home Lending Specialists who can provide tailored lending solutions to clients.Job OverviewWork with a diverse client base, from first-home buyers to seasoned investors,...


  • Christchurch, Canterbury, New Zealand Opes Partners Full time

    About the Role: As a Senior Mortgage Adviser, you will collaborate with our friendly team to provide high-quality advice and support to property investors. Your role will involve managing the lending process from pre-approval to settlement, conducting client meetings via Zoom, and building trusted relationships with clients and...


  • Christchurch, Canterbury, New Zealand Cultivate Recruitment Full time

    Job DescriptionAs a Senior Mortgage Adviser or Home Lending Adviser, you'll work with a diverse client base, guiding them through the mortgage process with tailored lending solutions. With client support and a dedicated compliance team handling regulatory tasks, you'll focus on providing exceptional lending advice.


  • Christchurch City, Canterbury, New Zealand Talent Seed Full time

    Broaden your mortgage experience across personal and commercial mortgages. Besides home loans you’ll assist clients with commercial property, developments and business purchases and think outside of the box. Enjoy working in a one stop shop that supports insurance, lending, and investments. An experienced Mortgage Adviser you have a Certificate in...


  • Christchurch, Canterbury, New Zealand Opes Partners Full time

    About the Company: Opes Partners is a leading provider of mortgage advice and services. We are committed to delivering exceptional results and exceeding our clients' expectations. As a Senior Mortgage Adviser, you will have the opportunity to work with a variety of clients, build strong relationships, and develop your expertise in mortgage advising.Your...


  • Christchurch, Canterbury, New Zealand Profile Group Full time

    Job Description:Mortgage Support SpecialistAs a Mortgage Support Specialist, you will play a vital role in the lending process by assisting mortgage advisers in managing and processing loan applications. Your attention to detail and ability to multitask will ensure that all required documentation is completed and submitted on time.You will be responsible for...


  • Christchurch, Canterbury, New Zealand Opes Partners Full time

    $120K–$140K + Bonus + 3%KS + Carpark + Tools + EAPWanted: Experienced Mortgage Adviser / Senior Lending Specialist.Full TimeMake your mark in our inclusive, growing Christchurch team.Use your proven work experience as an experienced Mortgage Adviser with Level 5 Certificate in Lending to help our property investors achieve their goals, and share your...


  • Christchurch, Canterbury, New Zealand Profile Group Full time

    About Our FirmProfile Group is a multi-award-winning business that invests heavily in people development, technology, and company culture. We're committed to delivering exceptional service and expert advice to our clients.Job DescriptionThis full-time role offers an opportunity to work in a stable environment with fixed daytime hours and no need for late...


  • Christchurch, Canterbury, New Zealand LendingChoice Full time

    Lending Choice, a mortgage advisory business launched in 2020, has experienced significant growth. We are seeking an experienced Senior Mortgage Specialist to join our team full-time.Our company values existing and new customers to ensure they reach their financial goals. This opportunity sees you working closely with the Director and gaining exposure to a...


  • Christchurch, Canterbury, New Zealand Opes Partners Full time

    About the Role:As a Senior Mortgage Adviser, you will be working in our vibrant and collaborative office, reporting directly to the Head of Mortgage Operations. Your role involves providing high-quality advice to support our investor clients through their property purchase journey.You will be managing the lending process from pre-approval to settlement,...


  • Christchurch, Canterbury, New Zealand Opes Partners Full time

    $120K–$140K + Bonus + 3%KS + Carpark + Tools + EAPWanted: Experienced Mortgage Adviser / Senior Lending Specialist.Full TimeMake your mark in our inclusive, growing Christchurch team. Use your proven work experience as an experienced Mortgage Adviser with Level 5 Certificate in Lending to help our property investors achieve their goals, and share your...


  • Christchurch, Canterbury, New Zealand Cultivate Recruitment Full time

    Cultivate is excited to be partnering with advisory firms that not only invest in their customers, but also their people and their career development.What you 'll do…As a Senior Mortgage Adviser or Home Lending Adviser, you'll work with a diverse client base—from first-home buyers to seasoned investors—guiding them through the mortgage process with...


  • Christchurch, Canterbury, New Zealand Cultivate Recruitment Full time

    Cultivate is excited to be partnering with advisory firms that not only invest in their customers, but also their people and their career development.What you 'll do…As a Senior Mortgage Adviser or Home Lending Adviser, you'll work with a diverse client base—from first-home buyers to seasoned investors—guiding them through the mortgage process with...


  • Christchurch, Canterbury, New Zealand Opes Partners Full time

    Job Description:We are seeking an experienced Mortgage Adviser to join our growing Christchurch team. As a key member of our team, you will be responsible for providing expert advice to our clients, managing the lending process, and building strong relationships with clients and lenders.You will have the opportunity to work in a supportive and inclusive...


  • Christchurch, Canterbury, New Zealand Profile Group Full time

    About the Role:Financial Services AssistantWe are looking for a skilled Financial Services Assistant to join our team. In this role, you will provide critical support to our mortgage advisers by preparing and coordinating documentation, ensuring compliance with lending regulations. You will also maintain accurate client records and track loan applications...


  • Christchurch, Canterbury, New Zealand The Co-operative Bank Limited Full time

    Your Role in Our TeamAs a Senior Consultant, you'll play a vital role in growing our bank's customer base, focusing on home and personal lending. You'll thrive on providing outstanding customer service, leveraging your relationship-building skills to develop a strong referral network within your community.You'll own the customer relationship from initial...


  • Christchurch, Canterbury, New Zealand Cultivate Recruitment Full time

    We are seeking a highly skilled Mortgage Lending Specialist to join our team. As a key member of our advisory firm, you will be responsible for providing expert guidance to clients on their home financing options.Your Key ResponsibilitiesDeliver exceptional customer service by providing tailored lending solutions to meet clients' needs.Develop strong...


  • Christchurch, Canterbury, New Zealand Opes Partners Full time

    Job Requirements:NZ Level 5 Cert in Property Lending (essential)Proven experience as a Senior Mortgage Adviser (or Lending Specialist) (essential)Demonstrated ability to communicate professionally with stakeholders (excellent command of English language written and verbal)A true people person and admin starAbout Our Team:We are a hardworking, supportive team...


  • Christchurch, Canterbury, New Zealand Profile Group Full time

    About UsProfile Group is a renowned and award-winning financial advisory firm based in Christchurch, New Zealand. We pride ourselves on delivering exceptional service and expert advice to our clients.The RoleWe are seeking a detail-oriented and motivated individual to join our team as a Mortgage Processing Assistant. In this full-time role, you will support...


  • Christchurch, Canterbury, New Zealand Cultivate Recruitment Full time

    Cultivate Recruitment is proud to offer this exciting opportunity for a Financial Services Advisor. As a Financial Services Advisor, you will play a critical role in helping our clients achieve their financial goals through effective home financing solutions.About YouYou will have a minimum of 2 years' experience as a Mortgage Adviser or Lending...