Client Services Manager / Broker

Posted on23/06/2020
LocationHenderson, Auckland
Work Type
Classification,
Reference #P-03053PCA

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Newly created role because of growth and demand, this high-performing boutique team are continuously going from strength to strength, 2020 is shaping up to be another record-breaking year.

This pivotal role will suit someone who has a strong background in residential lending – banking, mortgage broking or having worked for a specialist non-bank lender. This role is an integral part of the business.

Working in a high-performing, boutique, close-knit team, this position is the glue that sticks the variable pieces of the mortgage puzzle together. It’s the ‘do-er’ of the lending process, you make the ‘loan’ happen.

Every day will be busy and varied, the range of duties and responsibilities will incorporate:

  • Assist and support the Broker; being their right-hand person
  • Pre-screen loan applications including verification of various client documents
  • Assess mortgage applications within credit guidelines
  • Prepare and submit loan applications
  • Monitor the ‘fixed rate’ rollovers
  • Negotiate rates
  • Write clear and concise diary notes
  • Maintain high attention to detail, ensuring all compliance requirements are met
  • Liaise with lenders, clients and related parties through the underwriting process through to settlement stage
  • Manage CRM maintenance of client records

This newly created opportunity will suit someone who is extremely organised, methodical, has a strong ability to interpret financial accounts, has with a passion for numbers, is analytical, applies extreme attention to detail, strong written and verbal skills and genuinely gets a thrill out of achieving winning financial outcomes / results for their clients.

This is a great opportunity to be part of a forward-thinking team in growth mode. Your personable and professional manner coupled with motivation to provide exemplary service to clients will make you successful in this role.

Email your Curriculum Vitae to [email protected] NOW!!  For other exciting opportunities, check out our website – www.cavanagh.co.nz

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