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Residential Mortgage Advisor

3 weeks ago


Auckland, Auckland, New Zealand Tangram Full time

Job Title: Residential Mortgage Advisor

About Tangram:

Tangram is a highly regarded financial advisory firm that specialises in tailored mortgage solutions for clients. We value relationships over transactions and take the time to understand each client's unique situation and long-term goals.

The Role:

We are seeking an experienced residential lending consultant to join our team. As a lending consultant, you will meet with clients to understand their financial goals and develop tailored lending solutions. You will recommend suitable lenders, loan products, and repayment structures, and provide expert home lending advice to new and existing clients.

Key Responsibilities:
  • Meet with clients to understand their financial goals and develop tailored lending solutions
  • Recommend suitable lenders, loan products, and repayment structures
  • Provide expert home lending advice to new and existing clients
  • Build and maintain strong relationships with clients and lending institutions
  • Assist in preparing loan applications and securing approvals
  • Support the Application Specialist when required
What We're Looking For:

We require an individual with at least 3 years of experience in residential home lending with NZ banks, mortgage advisory firms, or financial organisations. Fluency in English and Mandarin is non-negotiable but a huge advantage in this market. Strong written and verbal communication skills are essential, along with a client-focused approach and the ability to build trust and rapport.