Mortgage Adviser
Christchurch CBD or Auckland CBD
Opes Mortgages
Remuneration: $100,000 - $120,000 per annum (experience dependant) + Bonus
If you’re an experienced Mortgage Advisor with the ability to provide an exceptional client service, then we want to hear from you!
Who we are:
Opes Mortgages is a high-performance team of Mortgage Advisors working with property buyers to achieve their financial goals through property investment. We’re a company that puts the team above all else and in doing so, expect the client’s experience to be at the forefront of everything we do. In fact, we’ve just settled a billion dollars’ worth of lending – not bad for a small team who have been around for 4 years!
Job Description:
From first home buyers through to investors, our expert Mortgage Advisors are committed to helping their clients meet their property and financial goals.
As part of our successful team, you’d be providing our clients with expert financial advice, guidance, and solutions, ensuring they make informed decisions when purchasing or refinancing a property.
Your extensive knowledge of the mortgage market, regulations, and products will be instrumental in guiding clients through the mortgage process, securing the best possible mortgage terms and rates for their specific circumstances.
What we need from you:
To be successful you will be self-motivated with a strong work ethic. This role will suit someone who is adaptable and comfortable working in fast-paced, dynamic team, with excellent planning and organisation skills. Your ability to talk easily to clients, complete the admin, and control a full end to end service without admin support means that you’ll never miss a beat with your deals or compliance. (Did we mention that doing the right thing by clients and compliance is super important to us?). The time sensitive nature of our processes means that your ability to multi-task, meet deadlines, use your initiative, as well as strong attention to detail will enable you to succeed in this role.
Alongside meeting a range of KPI’s regarding compliance, client feedback (NPS) and conduct, we expect our advisers to be able to write and settle $50 million in lending per year.
What’s in it for you:
- The chance to join a fast growing company and be part of a culture that’s second to none.
- Plenty of clients to look after – no lead-gen required.
- Full training and the tools that you need to succeed within the role.
- Support from a friendly team and in-house compliance.
- A lively environment in beautiful inner-city offices where we celebrate wins, birthdays and our staff.
Qualifications and Skills
To be considered for this role, you should have:
✓ Your Level 5 Financial Advisor qualification in Residential Lending.
✓ Prior experience in delivering exceptional lending advice and customer service (preferably as a Mortgage Advisor or Banker).
✓ Demonstrated ability to multitask, work independently without admin support, and meet deadlines in a fast-paced environment (if you enjoy the chase and are determined, this role’s for you).
✓ A desire to do the right thing and know the importance of compliance.
✓ Be a permanent Resident or be an New Zealand Citizen.