Client Services Assistant

5 months ago


New Zealand Loan Market Full time

Were looking for an amazing Client Services Assistant to help us run our fast-growing Loan Market franchisee in south Auckland.

A diploma qualification at level 5 or at least 3 years relevant experience is required. We pay market leading pay rates $27 to $30 per hour depending upon experience. Minimum guaranteed hours per week will be thirty. However, you can grab more hours up to forty depending upon your performance.

**Among the core tasks for the role are**:

- Coaching and supporting clients eitherby phone, online or in-person meetings.
- Collate loan documentation from the clients.
- Monitor the fixed rate rollovers.
- Negotiating rates.
- Maintain high attention to detail, ensuring all compliance requirements are met.
- Liaise with lenders, clients, and related parties through the underwriting process to settlement stage.
- Responding to client requests for top up loans, restructure and repayment changes, and general enquiries.
- Liaising with clients, lawyers, real estate agents and valuers from post interview to settlement.
- CRM management to help manage commissions, referrals and rewards.

**Our ideal applicant should have the following personal attributes**:

- Strong numerical and analytical skills.
- Desire to provide exceptional customer service.
- Ability to multi task and meet deadlines.
- Excellent written and verbal communication skills.
- Initiative to find answers and seek further information as required

Applicants for the role should upload a CV and the CV must also confirm immigration status i.e. NZ citizen, NZ resident, work visa holder, or requiring work visa sponsorship.

We look forward to hearing from you



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