Job Description

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Mortgage Broker Assistant

Advertiser: Star MortgageMore jobs from this company

Job Information

Job Listing Date
11 Oct 2019
Work Type
Full Time
Banking & Financial Services, Mortgages

About the business

Our Auckland based business is expanding rapidly and is seeking a motivated full-time Mortgage Broker Assistant to join our small and dynamic team. We are experts in helping client to get their dream home, invest in property market, etc.  


About the role

As a Broker Assistant, you will be responsible for proactively acquiring and 'wowing' clients from lead to lending advice and through to approval. This role is perfect for someone looking to take the next step in their career from a Broker Assistant role into a Mortgage Broker.


  • Carry out warm and cold calls to gain leads
  • Handle new enquiries and understanding client needs to book meetings
  • Ensure you have a high level of industry and product knowledge
  • Take detailed briefs of client lending requirements and ensure all background information is sourced
  • Perform preliminary credit assessments and evaluating potential loan serviceability
  • Maintain key relationships and liaise with internal and external stakeholders to solve any customer queries
  • Pre-screen applications including verification of various client documents
  • Prepare and submit applications in a timely manner
  • Assist in the management of client files from application received to unconditional approval
  • Support the team with multi-task variety in administrative tasks and ad-hoc projects


The Ideal Person

  • Preferably 2+ years but minimum 1-year relevant experience is required within the finance industry
  • Wants to become a Mortgage Broker
  • Bachelor degree in finance or accounting is preferred
  • Has a customer centric approach and practical approach to problem solving
  • Strong interpersonal, communications and negotiation skills
  • High attention to detail and accuracy
  • Have an eagerness to learn, teachable and a can-do attitude
  • Ability to work under pressure and to meet deadlines
  • Possesses outstanding time management and organisational skills


If you're someone thats looking to take their next step into the mortgage broking industry, please get in contact by sending through your CV and cover letter to







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