Loan Solutions Specialist

2 days ago


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:

  1. Deliver expert financial advice to clients using our proprietary wealth creation model.
  2. Record client interactions and manage loan applications via our CRM system.
  3. Collaborate with cross-functional teams to ensure seamless delivery of client services.
  4. Identify opportunities to promote Property Investment and Insurance Advisers to clients.
  5. Stay updated with regulatory requirements and industry developments.
  6. Foster strong relationships with clients, prioritizing their needs and preferences.
  7. Drive business growth through networking and referral partnerships.
  8. Stay current with ongoing professional development needs and industry standards.
  9. 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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