Lending / Mortgage Executive

Posted on 30/09/2021
Location Takapuna, Auckland
Work Type
Classification ,
Reference # P-03139PCA

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This mortgage focussed financial services business is highly renowned and regarded for their extensive knowledge, exceptional down to earth service and fast turnaround providing clients with leading edge finance strategies.  They are going from strength to strength, 2021 is another record-breaking year with 2022 looking even 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 and will report directly to the General Manager.

Working in a high-performing, close-knit and dynamic team, this position is the glue that sticks the variable pieces of the lending puzzle together. It’s the ‘do-er’ of the lending process, you make the ‘loan’ happen. The focus of this role is to support the Advisers to enable them to deliver great service to their clients by leveraging on your excellent lending relationships, policy knowledge and written and verbal communication skills. It’s an extremely busy work environment, with a very fast pace/high volume work rate, with several projects on the go at once.

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

  • Assist and support the Advisors; 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
  • Negotiating rates
  • Writing clear and concise diary notes
  • Liaise with lenders, clients and related parties through the underwriting process through to settlement stage

This opportunity will suit someone who is extremely organised, is 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 communication skills and genuinely gets a thrill out of achieving winning outcomes / results for 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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