Tailored Mortgage Solutions Specialist

4 days ago


Auckland, Auckland, New Zealand Tangram Full time

Tangram Overview

Tangram is a highly regarded financial advisory firm specializing in tailored mortgage solutions for diverse clientele. Our team is committed to delivering exceptional service, fostering meaningful relationships, and providing personalized support.

The Job

As a key member of our team, you will be responsible for:

  • Meeting with clients to identify their financial objectives and create customized lending plans.
  • Collaborating with clients to select suitable lenders, loan products, and repayment structures.
  • Offering expert guidance on home lending options and supporting clients through the application process.
  • Building and maintaining strong relationships with clients and lending institutions.
  • Providing assistance with loan preparation and securing approvals.

Key Requirements

To excel in this role, you should have at least 3 years of experience in residential home lending. Strong written and verbal communication skills are essential, as well as fluency in English and Mandarin. A client-centric approach and ability to build trust and rapport are vital for success.

What You'll Gain

This role offers a unique chance to join a respected organization that prioritizes expertise and relationships. Enjoy a competitive compensation package, high-quality referrals, dedicated support, and opportunities for growth and development.



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