Description
About the Company
At Loan Market, we are proud to be one of Australasia's largest retail mortgage groups, dedicated to providing home loan and insurance solutions to thousands of Kiwis each year. Our commitment to building a supportive and positive culture has resulted in high adviser retention and numerous accolades. We believe in recognizing hard work and actively promote career progression within our team.
About the Role
We are excited to offer a fantastic opportunity for a motivated Mortgage Adviser or Broker to join our successful Loan & Insurance Market business in Wanaka. This role is dynamic and revolves around delivering exceptional service to clients, referral sources, and lenders.
Your main responsibilities will include:
- Establishing and nurturing referral relationships, particularly with professionals in Real Estate, Accounting, Law, and Financial Planning.
- Generating business from sources beyond traditional referrals, such as social media and community interest groups including sports, cultural, religious, and personal networks.
- Providing hands-on, service-oriented solutions to all client inquiries, while qualifying and managing loan applications from inquiry to settlement.
- Delivering ongoing client service by overseeing fixed rate rollover expiries.
- Maintaining an organized client database in MyCRM and facilitating regular communication through newsletters.
- Supporting the business owner as needed.
Success in this role requires a strong customer focus and the willingness to go the extra mile for clients. A background in bank lending or experience as a Broker/Adviser is essential.
Requirements
Key skills and attributes for this position include:
- A proactive attitude and strong work ethic
- Professional relationship-building skills
- Proven knowledge or experience in lending
- Proficient computer skills
- Ability to work effectively in a team environment
We are committed to your success and will provide access to training and educational support to help you excel. You will also benefit from extensive branding and marketing resources designed to accelerate your business growth.
Additionally, we offer access to our industry-leading software system, allowing you to maximize your efficiency so you can focus on what you do best—helping clients.
Benefits
Joining Loan Market means becoming part of a growing financial services company with a focus on career development and recognition. We emphasize a supportive environment that prioritizes service excellence and teamwork.
If you are ready to take the next step in your career, we invite you to express your interest through our online application form. Alternatively, you can call Rodney at 0274 555 863 for an obligation-free chat over coffee.
Please quote Reference Number 14554 when applying.
To Apply
If this role is of interest, please Apply Now and submit your updated CV by following the link.
Please note: To be considered for this position, you must be eligible to work in New Zealand, with valid work rights.
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