Senior Reverse Mortgage Specialist

22 hours ago


Auckland, Auckland, New Zealand Heartland Bank Full time

At Heartland Bank, we're dedicated to helping New Zealanders unlock financial freedom in retirement. We're seeking a skilled Senior Reverse Mortgage Specialist to join our team and deliver exceptional service to prospective customers across the country.

About the Role

This is an exciting opportunity to work with a reputable financial services group with big growth plans. As a Senior Reverse Mortgage Specialist, you'll be responsible for:

  • Engaging with customers via inbound and outbound calls to answer questions and highlight the benefits of our reverse mortgage solutions.
  • Assisting customers in making informed borrowing decisions by providing expert guidance and support.
  • Proactively managing your pipeline to ensure systems and documentation are up-to-date.
  • Following up on leads and maintaining open communication with customers.
Requirements

To succeed in this role, you'll need:

  • Proven customer service experience, preferably within the financial services industry.
  • Strong communication skills, both written and verbal.
  • Self-motivation with a drive to achieve successful outcomes.
About Us

Heartland Bank is an NZX/ASX-listed financial services group with a strong commitment to delivering award-winning savings and finance products to our diverse range of customers. Our team culture is supportive and inclusive, offering real career development opportunities and excellent employee benefits.



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