Residential Lending Specialist

3 days ago


Wellington, Wellington, New Zealand Parkerbridge Full time

Job Summary

We are seeking an experienced Residential Lending Specialist to join our team at Parkerbridge. This is an exciting opportunity for a skilled professional to provide expert residential lending advice and support to clients.

About Us

Parkerbridge is a leading provider of financial services, dedicated to helping individuals achieve their goals through expert advice and guidance.

Key Responsibilities

  • Deliver comprehensive residential lending advice to clients, utilizing our unique wealth creation model.
  • Record client interactions and manage loan applications via our Infinity CRM system.
  • Collaborate with loan writing and customer service teams to ensure seamless delivery of services.
  • Introduce Property Investment and Insurance Advisers as appropriate, providing clients with a holistic approach to financial planning.
  • Oversee Fixed Rate and Anniversary reviews, ensuring timely and accurate completion.
  • Build and nurture client relationships, prioritizing duty of care and exceptional customer service.
  • Develop networks and referral relationships to enhance lead generation and business growth.
  • Maintain up-to-date knowledge of industry regulations and ongoing CPD requirements.
  • Adhere to all company policies, legislation, and health and safety standards.

Requirements/Qualifications

  • Bachelor's degree in Business, Commerce, Property, or a related field.
  • NZ Certificate Level 5 – Residential Lending (Essential).
  • At least two years' experience in residential lending advisory.


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    Company Overview: At Parker Bridge, we are dedicated to providing exceptional financial services to our clients. We pride ourselves on building long-term relationships based on trust, expertise, and personalized service.Job Description: As a Residential Lending Specialist, your primary responsibility will be to provide expert financial advice and guidance to...


  • Wellington, Wellington, New Zealand ParkerBridge Full time

    About ParkerBridge:We are a dynamic and growing financial services company dedicated to providing expert advice to our clients. Our mission is to help individuals achieve their financial goals through innovative solutions.Job Description:The ideal candidate for this role will have extensive experience in residential lending advisory and a strong...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    At Parkerbridge, we're committed to delivering exceptional residential lending advice to our clients. Our ideal candidate is passionate about helping individuals achieve their financial goals through expert guidance and support.PurposeThe primary objective of this role is to provide comprehensive residential lending advice to clients while ensuring full...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    About UsParkerbridge is a respected leader in the financial services industry, dedicated to helping clients achieve their goals through expert advice.Job SummaryWe are seeking a highly skilled Strategic Residential Lending Expert to join our team. As a key member of our advisory team, you will play a crucial role in providing exceptional service to our...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    Parkerbridge is seeking an experienced Residential Finance Specialist to join our team. As a key member of our advisory team, you will play a vital role in helping clients achieve their financial objectives.About the RoleThis is a challenging yet rewarding opportunity for someone who is passionate about providing exceptional customer service and has a deep...


  • Wellington, Wellington, New Zealand Motor Trade Finance Limited Full time

    A Finance Lending Specialist opportunity has arisen to join the MTF Finance Lower Hutt team at 1/64 Hutt Road, Petone, Lower Hutt.We are part of a nationwide network of local people providing tailor-made finance solutions to New Zealanders since 1970.We are looking for an individual who has a passion for lending, sales, and customer service.This role offers...


  • Wellington, Wellington, New Zealand ParkerBridge Full time

    ParkerBridge is dedicated to helping clients achieve their home ownership goals through expert guidance and support. As a Mortgage Adviser, you will be responsible for providing exceptional advice and guidance to clients navigating the mortgage process.Main Responsibilities:Conduct thorough financial assessments to identify suitable mortgage products for...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    Job Overview: As a Residential Lending Specialist at Parker Bridge, you will have the opportunity to make a meaningful difference in clients' lives by providing expert financial advice and guidance.About the Role:You will be responsible for delivering exceptional client service while ensuring full compliance with regulatory requirements. This includes using...


  • Wellington, Wellington, New Zealand ParkerBridge Full time

    About the Role:This is an exciting opportunity for an experienced Residential Lending Expert to join our team at ParkerBridge. As a key member of our advisory team, you will play a critical role in delivering expert financial advice to our clients.Key Responsibilities:Deliver expert financial advice to clients using our proprietary wealth creation...


  • Wellington, Wellington, New Zealand Tangram Full time

    Tangram is seeking a Residential Security Specialist to join our Kapiti team.About the Job:Part-time, permanent positionOpportunity for full and ongoing trainingSupportive team environment with weekly payWelfare checks and positive health and safety cultureKey Responsibilities:Provide residential security services to clientsConduct regular security checks...


  • Wellington, Wellington, New Zealand Motor Trade Finance Limited Full time

    About UsMotor Trade Finance Limited, a nationwide network of local people, has been providing tailor-made finance solutions to New Zealanders since 1970. Our team at MTF Finance Lower Hutt is looking for an individual who shares our passion for lending and customer service.


  • Wellington, Wellington, New Zealand Highmark Residential Full time

    Why Choose Highmark Residential?We offer a dynamic and supportive work environment that prioritizes employee growth and well-being. Our comprehensive benefits package includes competitive pay, monthly bonuses, and a range of perks designed to enhance your overall quality of life.The JobAs a Leasing Consultant, you will be responsible for promoting the...

  • Financial Adviser

    7 days ago


    Wellington, Wellington, New Zealand Parkerbridge Full time

    Are you passionate about helping clients achieve their financial goals through expert residential lending advice?Join my client's team and make a differencePurpose:Provide Residential Lending financial advice to clients while ensuring full compliance with regulatory obligations.Key Responsibilities: Deliver financial advice using our unique wealth creation...


  • Wellington, Wellington, New Zealand ParkerBridge Full time

    Company Overview:ParkerBridge is a reputable financial services company that prioritizes delivering exceptional outcomes for our clients. We are committed to fostering long-term relationships built on trust, expertise, and personalized service.Job Title: Residential Lending ExpertJob Summary: We are seeking a skilled and experienced Residential Lending...


  • Wellington, Wellington, New Zealand Tangram Full time

    **Company Overview**Tangram is a locally owned and operated residential electrical services company based in the Manawatu region.We specialize in enhancing home comfort and energy efficiency through expert installation and maintenance of heat pumps, ventilation systems, extraction units, LED lighting, and solar solutions.Our growing client base throughout...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    We're looking for a highly motivated and results-driven Wealth Creation Advisor to join our team at Parkerbridge. In this role, you will have the opportunity to work closely with clients to help them achieve their long-term financial goals.About the OpportunityThis is an exciting chance for someone who is passionate about wealth creation and has a strong...


  • Wellington, Wellington, New Zealand ParkerBridge Full time

    About Us:ParkerBridge is a leading provider of financial services, committed to helping our clients achieve their goals through expert residential lending advice.Job Overview:We are seeking an experienced Residential Lending Expert to join our team. As a key member of our advisory team, you will provide financial advice to clients while ensuring full...


  • Wellington, Wellington, New Zealand Parkerbridge Full time

    Role OverviewParkerbridge is seeking a Financial Solutions Consultant to join our team, responsible for delivering expert residential lending advice and supporting clients in achieving their financial objectives.Key AccountabilitiesProvide tailored residential lending advice, utilizing our unique wealth creation model to help clients succeed.Efficiently...


  • Wellington, Wellington, New Zealand Motor Trade Finance Limited Full time

    Company OverviewMotor Trade Finance Limited is a nationwide network of local people providing tailor-made finance solutions to New Zealanders since 1970.Job DescriptionWe are seeking an individual with a passion for lending, sales, and customer service. As a Finance Lending Specialist, you will provide lending decisions and support through the application...


  • Wellington, Wellington, New Zealand Kiwibank Full time

    About UsKiwibank is a proud member of the New Zealand community, committed to helping Kiwis achieve their financial goals. Our team is dedicated to providing expert advice and exceptional service to our customers. As a Home Loan Customer Onboarding Specialist, you will play a vital role in helping us deliver on this promise.Job SummaryIn this critical...