Virtual Mortgage Adviser Assistant

We are an award-wining New Zealand-based Mortgage Advice firm looking for a full-time Virtual Mortgage Adviser Assistant to provide direct support to the Director/Senior Mortgage Adviser to provide full client assessment and servicing.
Your main responsibilities will be:
– Send a daily report
– Complete full assessment of PAYE and self-employed clients and calculate their borrowing capacity.
– Review and verify client documents
– Prepare and submit loan application to lender
– Manage clients’ annual loan renewals – sending reminders to clients, scheduling appointments, and completing and submitting bank forms on time.
– Updating our internal CRM with client’s loan details (GetTrail)
We work in a fast-paced finance industry dealing with highly confidential client information. So, our ideal team member:
– Previous experience working as a mortgage processor in Australia or New Zealand is preferred, but not required.
– Previous work experience in banking, finance or lending, is preferred.
– Strong numerical and analytical skills with strong attention to detail
– Great communicator – excellent verbal and written English
– A fast learner
– Excellent time management and organisational skills
You will be working directly with the Director/Senior Mortgage Adviser who will mentor you. As your competency grows and you become more familiar with the New Zealand property and mortgage industry, you will be able to grow and develop your skills to be an Associate Adviser to deal directly with clients from end-to-end. A rewarding role with a company that supports training and professional development, competitive salary plus direct mentorship with New Zealand’s award-winning Mortgage Adviser.
This is a full-time, permanent position. Working hours are Monday to Friday (8 am-5 pm) New Zealand Daylight Time (NZDT). Once you complete a six-month probation, you will get:
– 13th month
– We honor most Filipino holidays (except All Saints and All Souls Day).\
To apply:
– Please email your CV and Cover Letter to Click to view (Please do not send your email to anyone else within our company, it will be deleted and marked as SPAM, immediately).
– Your subject in the email should be – “Your Full Name – Virtual Mortgage Adviser Assistant”