Mortgage Adviser

Full Time • Posted June 25

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Company Description

A little about us:

Global Finance Limited is one of the leading mortgage and insurance agency in Auckland, New Zealand. We are highly respected, trusted and awarded agency. We have been helping kiwi families to reach their dream for 19+ years.

Scale & Size

We have arranged over $5 billion of mortgages and over $3 billion in personal risk insurance cover since our inception. Every year we cater to over 1,500 customers for their mortgage or insurance needs so that they can meet their financial goals.

Our Services:

1. Mortgages for First Home Buyer   2. Mortgage Restructuring

3. Mortgage Refinancing 4. Business & Commercial Loans

5. Construction Loans 6. Property Investment

7. Debt Consolidation 8. Trauma Insurance

9. Total & Permanent Disability Insurance 10. Mortgage Protection Insurance

11. Medical Insurance 12. Life Insurance

13. Income Protection Insurance 14. GFS Simple Life Insurance

Job Description

Duties & Responsibilities

Interview prospective customers who will be directly introduced to you

Conduct robust financial analysis on client’s lending needs

Recommend sound lending strategies that will deliver the best option for their future

Prepare client applications as per New Zealand Banking guidelines. If you do not have local experience, overseas experience in a similar role will also be considered.

Obtain bank’s approval using credit knowledge

Negotiate with the bank to obtain the best terms that can be offered

Make recommendations to customers and offer a transparent view of the outcomes

Manage the process end to end with smooth transitions

Foster a customer-focused working environment, with clear communication

Maintaining long term and effective relationship with customer and lending institutions

Establish and maintain active and constructive relationships with other team members within the organisation

Referral of client insurance requirements to our risk insurance specialist


Skills & Experience Required

You must have:

Relevant experience in lending / credit to be able to assess / analyse applications (Local or Overseas)

A friendly personality and complete dedication to customer service

Strong relationship management skills

Multitasking and Attention to detail will be your forte

Read the instructions carefully and send updated CV & cover letter to [email protected] or check our website.

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