Mortgage Adviser / Broker |
Wanaka, Full Time, Financial Services |
Please Quote Reference Number 12160 |
Broker or Adviser looking for your next career move?
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Competitive salary plus bonus, and future business ownership opportunities
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Role comes with an established and active clientbase to manage
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Opportunity to join the award winning Loan Market Agile team - based in Wanaka
An exciting opportunity has become available for a motivated Mortgage Adviser / Broker to join an established, very successful Loan & Insurance Market business in Wanaka.
The role is wide and varied but essentially revolves around excellent service to clients, referrer sources and interaction with lenders. Your main responsibilities include:- Establish and foster referral relationships, typically in the areas of Real Estate, Accountants, Solicitors and Financial Planners.
- Establish business generation from sources outside of business referrers, such as social media, interest groups such as sporting, social, cultural / religious, family and friends.
- Provide hands on, service focussed solution to all client enquiries, qualifying and then managing all loan applications from enquiry through to settlement.
- Provide ongoing client service by way of managing all client fixed rate roll over expiries as they occur.
- Maintain client database in MyCRM database for ongoing management, as well as providing ongoing communication via regular newsletters.
- Provide support to business owner as required
You will be liaising with people from all walks of life on a regular basis so it's important that you flourish in a customer focused environment and are willing to go the extra mile for your clients. A background in bank lending or as a Broker/Adviser is essential.
Key skills and attributes include:- Proactive attitude and work ethic
- Professional relationship building skills
- Proven lending knowledge or experience
- Sound computer abilities
- Team Player
Loan Market are committed to seeing our team succeed so you'll have access to training and educational support as required to help you excel. You'll also receive extensive branding and marketing resources to help you grow your business more quickly and more substantively.
Loan Market will give you access to our Industry Leading software system giving you back hours in your week so you can do what you do best - helping clients!
Loan Market is one of Australasia's largest retail Mortgage groups, providing home loan & insurance solutions to thousands of Kiwis every year. Loan Market is a growing financial services company that boasts an outstanding culture and extremely high Adviser retention.
With a service focus that starts right at the top and a focus on career progression and recognition for hard work, Loan Market is the place to build your career.
Ready to take the next step?
Express your interest through our online application form OR call Rodney on 0274 555 863 for an obligation free chat over a coffee.
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Please Quote Reference Number 12160 |
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