Residential Lending Specialist
3 days ago
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.
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