Loan Specialist
3 days ago
Company Overview
Swift Mortgages Ltd is a team of registered financial advisers in Auckland, dedicated to providing trustworthy and reliable financial advice. The company prides itself on helping clients with their mortgage, insurance, and asset finance needs.
Job Description
The Loan Writer will be responsible for writing and structuring loan applications, assessing financial documents, and communicating with clients to understand their financial needs and goals. This is a full-time on-site role that requires strong financial analysis and writing skills, as well as experience in structuring loan applications.
Required Skills and Qualifications
- Strong financial analysis and writing skills
- Experience in structuring loan applications
- Knowledge of mortgage and insurance processes
- Excellent communication and customer service skills
- Attention to detail and ability to work in a fast-paced environment
- Relevant certification in finance or related field
Key Responsibilities
- Write and structure loan applications
- Assess financial documents
- Communicate with clients to understand their financial needs and goals
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