Lending / Mortgage Executive

Posted on 18/06/2021
Location Petone, Wellington
Work Type
Classification ,
Reference # P-03121PCA

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This high-performing mortgage focussed financial services business are continuously going from strength to strength, 2021 is shaping up to be another record-breaking year and predictions are 2022 will be even bigger and better.

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. This team / organisation is highly renowned and regarded for their extensive knowledge, exceptional down to earth service and fast turnaround providing clients with leading edge finance strategies.

Working in a high-performing, close-knit and dynamic 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 Mortgage Brokers; 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 opportunity will suit someone who is extremely well organised, is methodical, has a strong ability to interpret financial accounts, has 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, dynamic company 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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