Job Description
As a Mortgage Adviser Support Officer, you will provide crucial administrative support to our mortgage advisers. This role involves managing the mortgage application process from the initial client meeting through to settlement, ensuring a smooth and efficient client experience.
Job Title
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Mortgage Adviser Support Officer
Work Schedule
- Day Shift
Job Qualifications/Requirements
- At least 4 years of relevant experience in home lending or financial services, with a strong preference for those knowledgeable in the NZ market.
- Excellent customer service skills and the ability to manage relationships with a diverse client base.
- High attention to detail and proficiency in administrative tasks.
- Strong verbal and written communication skills, proficient in English.
- Experience with CRM systems and digital content management is highly desirable.
- Medium to high typing speed, ensuring efficient data entry and communication.
- Preference with experience in Gmail, Google Docs and Microsoft products.
Job Responsibilities
- Prepare and process mortgage applications, ensuring all documentation is accurately collated, saved, labeled, and analyzed.
- Enter loan details into the Client Relationship Management (CRM) system and manage ongoing communication with clients regarding document requirements and loan status.
- Order valuations as required and submit loans for approval to lenders.
- Provide status updates to brokers, clients, and referrers from approval to settlement.
- Manage and maintain monthly reporting.
- Assisting brokers with customer contact, managing the refix process with existing clients and supporting the broker in administrating task.
- Assist with office administration duties such as diary management, spreadsheet management, ordering supplies, preparing sales collateral, and managing online content.
Good luck and God Bless!