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    Mortgage Adviser / Broker

    Loan Market - Agile

    Timaru, Canterbury
    Banking, finance & insurance, Credit & lending
    Permanent, Full time

    Listed 2 weeks ago

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    Description

    About the Company At Loan Market, we take pride in being one of Australasia's largest retail mortgage groups, providing home loan and insurance solutions to thousands of clients each year. Our company is committed to fostering a supportive culture and ensuring high adviser retention. We focus on service excellence from the top down and prioritize career progression and recognition for hard work. About the Role We are excited to offer an opportunity for a motivated Mortgage Adviser or Broker to join our successful Loan & Insurance Market business in Timaru. In this role, you will manage an established and active client base while providing excellent service to clients, referrer sources, and lenders. Your main responsibilities will include: - Establishing and nurturing referral relationships, particularly with real estate agents, accountants, solicitors, and financial planners. - Generating business from various sources, including social media and community interest groups, such as sports, cultural, and family networks. - Providing hands-on, service-focused solutions to all client inquiries, and managing loan applications from initial contact through to settlement. - Offering ongoing client service by managing fixed-rate rollover expiries as they occur. - Maintaining the client database in MyCRM for effective management and communication, including sending regular newsletters. - Supporting the business owner as needed. This role requires you to engage with a diverse range of clients, so a strong customer focus and a willingness to go the extra mile are essential. A background in bank lending or as a Broker/Adviser is required, along with the ability to communicate in Mandarin. Requirements To be successful in this role, you should possess the following skills and attributes: - A proactive attitude and strong work ethic - Professional relationship-building skills - Proven lending knowledge or experience - Sound computer skills - A team player mentality Benefits At Loan Market, we are dedicated to your success. You will have access to ongoing training and educational support to help you excel in your role. Additionally, we provide extensive branding and marketing resources to assist you in growing your business efficiently. You will also benefit from our industry-leading software system, which will save you time and allow you to focus on what you do best – helping clients. Ready to take the next step? If you are interested in this opportunity, please express your interest through our online application form. Alternatively, you can contact Rodney at 0274 555 863 for an obligation-free chat over coffee. Please quote reference number 12695 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.

    Reference #: 12695

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