| Loan Assessor / Account Manager - Part Time |
| Ongoing training & progression opportunities |
| Centrally based Whangarei office location, Financial Services |
| Please Quote Reference Number 16850 |
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Process loan applications
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Support clients and advisers across admin & customer care
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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 Assessor / Account Manager 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 lending - from refixes and top-ups to variations and customer account management. You'll work closely with advisers, clients, and lenders to keep everything running smoothly, while ensuring all documentation and processes meet compliance and regulatory standards.
This will involve:- Completing mortgage refix requests, rate change options, and documentation.
- Supporting loan applications, top-ups, and variations by collecting client documents and preparing files.
- Maintaining proactive communication with clients, advisers, and lenders.
- Providing high-quality customer service and relationship support.
- Keeping CRM and loan systems up to date; processing account changes and maintaining accurate records.
- Supporting compliance, AML, and regulatory requirements.
- 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:- Good understanding 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.
- Confident using Microsoft Word, Excel, PowerPoint.
- Strength in proactively working as part of a team
Nice-to-haves:- Direct experience in mortgage lending, financial services, or similar.
- 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.
- Options between Full-time or potential to work 9 - 3 for suitable candidates
- 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 16850 |
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