| Loan Account Manager & PA |
| Whangarei, Full Time, Financial Services |
| Please Quote Reference Number 15688 |
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Support clients and advisers across admin & customer care
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Finance, mortgage or banking background
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Join a supportive, flexible team with stable hours
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Key Mortgages is a trusted, customer-focused mortgage advisory business dedicated to helping Kiwis make confident financial decisions. We pride ourselves on genuinely caring for our clients, building long-term relationships, and delivering exceptional service every step of the way.
As our business continues to grow, we're looking for a highly organised and proactive Loan Account Manager & PA to join our team and support both advisers and clients through the mortgage administration process. This role offers strong development potential - whether towards loan writing, mortgage advising, or more sales-focused responsibilities depending on your strengths and aspirations.
About the Role:
You'll be responsible for supporting the end-to-end administration of mortgage loan products, including rate refixing, loan top-ups, variations, and general customer account maintenance. This role ensures that all lending activities are processed accurately, efficiently, and in line with regulatory, organisational, and compliance requirements. You'll act as a key point of contact for customers, internal stakeholders, and external partners, delivering a high standard of service and administrative support.
This will involve:- Maintaining proactive communication with clients, advisers, and lenders.
- Keeping CRM and loan systems up to date; processing account changes and maintaining accurate records.
- Supporting compliance, AML, and regulatory requirements.
- Assisting with social media posts and quarterly client communications.
- Contributing to process improvements, system updates, and general administration tasks.
This is an excellent role for someone with lending administration experience who enjoys mixing customer service, documentation accuracy, and system management.
About You
Must-haves:- Experience in lending administration, mortgage processing, or financial services (essential).
- Knowledge of mortgage structures, loan documents, and compliance.
- Excellent communication skills - written and verbal.
- High levels of organisation and self management skills.
- Strong attention to detail and accuracy.
- Ability to work under pressure and manage deadlines.
- Customer-centric with great relationship skills.
- High level of integrity and commitment to confidentiality.
- Confident using Microsoft Word, Excel, PowerPoint.
- Comfortable networking and engaging with sales conversations.
Nice-to-haves:- NZCFS Level 5 Residential Lending (or progress towards it).
- Experience in KiwiSaver, insurance, or investments.
- Interest in networking, business development, or future advising roles.
In return, we can offer you:- Attractive hourly rate based on experience.
- Future potential for bonuses or performance-based rewards.
- Clear growth pathway - loan writing, mortgage advising, or sales roles depending on your strengths.
- Supportive team culture with opportunities to upskill.
- Flexible work structure (employed or contractor considered).
- Stable, long-term role with room to grow.
If this sounds like a role you could excel in, APPLY NOW and fill in the online application form.
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| Please Quote Reference Number 15688 |
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