Loan Solutions Specialist
2 days ago
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 model.
- Record client interactions and manage loan applications via our CRM system.
- Collaborate with cross-functional teams to ensure seamless delivery of client services.
- Identify opportunities to promote Property Investment and Insurance Advisers to clients.
- Stay updated with regulatory requirements and industry developments.
- Foster strong relationships with clients, prioritizing their needs and preferences.
- Drive business growth through networking and referral partnerships.
- Stay current with ongoing professional development needs and industry standards.
- Maintain compliance with company policies, legislation, and health and safety protocols.
Requirements:
- 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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