Job Description

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In-house Mortgage Adviser/Loan Processor

Advertiser: Enlightened Life LimitedMore jobs from this company

Job Information

Job Listing Date
28 Nov 2019
Auckland, Manukau & East Auckland
Work Type
Full Time
Banking & Financial Services, Mortgages

You will be responsible for proactively providing exemplary level of service to our clients from lead to lending advice and through to approval, maintenance & reviews.



  • Progression opportunities 
  • A social atmosphere 
  • Monday – Friday role 
  • Work with friendly and approachable people 
  • Be a part of an ever growing company 
  • Auckland (Pakuranga) location close to public transport + parking 
  • Competitive base salary + KiwiSaver + Incentives


  • Receive qualified, warm leads Handle new enquiries and understanding client needs 
  • Take detailed briefs of client lending requirements and ensure all background information is sourced 
  • Perform preliminary credit assessments and evaluating potential loan serviceability 
  • Explore various lending solutions relevant to the client’s needs and financial position 
  • Present and workshop loan structures with lenders where applicable 
  • Verify and submit credit applications through to unconditional approval 100% adherence to compliance AML & company guidelines
  • Prepare Mortgage Statement of Advice


  • 2 years+ experience within a banking or broking environment 
  • Residential lending exposure (essential) for main banks Second tier lending experience will be an added qualification 
  • Commercial lending exposure (an advantage) 
  • Has a customer centric approach and practical approach to problem solving 
  • Strong interpersonal communication and negotiation skills 
  • Eye for detail and improving efficiencies 
  • Extremely good telephone manner and ability to engage with clients over the phone 
  • Already exposed to each bank lending criteria & guidelines or self-learner in quick time
The application form will include these questions:
  • Are you willing to undergo a credit history check?
  • How many years' experience do you have as a mortgage broker?
  • How many years' experience do you have in the financial services industry?
  • What's your highest level of education?

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