Our client consists of a team of qualified professionals with a proven track record of achieving results for their clients based in New Zealand. Their services are for families and corporations to help pay off clients’ mortgages faster, build wealth through smart investing, protect their wealth with estate planning, and have the life their clients and their loved ones deserve.
The company’s Financial Wellness programs are all about empowering individuals to take positive financial steps with confidence. They are proud to partner with organizations by supporting their teams through workshops, webinars, and one on one support.
This is a great chance to work for a company that helps clients live a better life and be confident in their finances.
Over-all Purpose and Responsibility:
This role consists of four main parts:
- General office support to the lending team
- Gathering data from clients required for lending applications (Thru calls)
- Update and maintain loan details in the company’s CRM system
- Refixing existing clients' lending
Duties & Responsibilities:
- Provide the Lending Operations Manager with lending administration support, including:
- Collecting the essential data required for processing lending applications and establishing communication with financial institutions to obtain pertinent loan information.
- Work with the Loans Officer to liaise with clients to confirm suitable loan structures and provide instructions to the banks.
- Check lending documents for details and changes.
- Handling the “fixed term expiry” process.
- Update and maintain loan details in the company’s CRM system.
- Manage Asana Tasks:
- Follow the processes provided and escalate all instances falling outside the allowed process steps.
- Look for ways to increase efficiency and take ownership of various daily tasks.
- Maintain a high level of accuracy in data capture and use.
- Be proactive in protecting client data and maintaining confidentiality and privacy.
- Abide by the Code of Professional Conduct for Financial Advice Services.
- Abide by the Code of Conduct.
- Assist with projects as directed.
- 3+ years of administrative work experience.
- Strong attention to detail / highly organized.
- Strong Written and Oral English + interpersonal skills to communicate effectively.
- Computer/online savvy.
- Ability to use a variety of online applications including Zoom, Google Suite and Office 365 tools (including Outlook).
- Ability to problem solve + high ability to “Get Stuff Done”.
- Ability to follow process.
- Ability to stay up to date with mortgage/lending market and products.
- Ability to manage time efficiently.
- Ability to work in a goal-oriented environment and unsupervised.
- High skill level with Microsoft Word and Excel.
- Smart and Fast learner (i.e., quick “pick up”).
- Committed to growth and learning.
Highly Advantageous:
- Essential requirement: US accent
- Background in Accounting and/ or Financial Advisory / Wealth Management a plus.
- Experience with Asana (for task management) a plus.
