Part time Client Services Manager / Broker Support

  • Point Chevalier, Auckland

Newly created part time role Client Services Manager / Broker Support because of growth and demand, 2021 is shaping up to be another record-breaking year. 20 hours a week, flexibility around days and hours.

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 closely alongside a high-performing Mortgage Broker, this position is the glue that sticks the variable pieces of the mortgage puzzle together. It is 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
  • Marketing updates on social media

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

Your residential lending expertise, personable and professional manner coupled with motivation to provide exemplary service to clients will make you successful in this role. 20 hours a week, flexibility around days and hours.

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

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