Client Services Manager
Competitive salary on offer
Royal Oak, Full Time, Financial Services
Please Quote Reference Number 97489
  • Industry training available and opportunities for growth
  • Flexible hours / hybrid work arrangement for the right candidate
  • Friendly and supportive team environment

  • Buddy Mortgages is a boutique residential lending advisory firm in Royal Oak. It boasts a team of three highly qualified mortgage advisers and an in-house risk adviser. Buddy's clients are based throughout New Zealand and range from first-home buyers to seasoned investors.

    We're currently looking for a Client Services Manager to join our dynamic team.

    While having relevant qualifications or experience in lending in NZ or overseas would be an advantage, we're also keen to hear from motivated individuals who are interested in building a career in our dynamic industry.

    Main duties and responsibilities include:
    • Prepare home loan applications for submission to lenders for a successful outcome.
    • Obtain approval from the banks and negotiate the best possible terms and conditions.
    • Update customers on the progress of the lending applications and assist in answering any queries from the lenders.
    • Ensure all home loan applications meet internal and external compliance requirements.
    • Learn the lending criteria of different lenders and apply them to customer lending needs.
    • Re-fix client's home loans and management of existing buddy clients.
    • Maintenance and compliance work related to insurance clients.
    To be considered you will need:
    • Strong numerical and analytical skills.
    • A friendly personality and desire to provide exceptional customer service.
    • Ability to forge strong relationships with customers and peers.
    • Multitasking and attention to detail.
    • A willingness to learn and be able to pick things up quickly.
    • Accuracy and attention to detail.
    • Excellent communication and time management skills.
    Current registration as a Financial Adviser or pursuing a National Certificate in Financial Services - Level 5 in the Lending Strand will be an advantage, but not mandatory.

    Benefits:
    • Competitive remuneration package including phone, data plan and laptop.
    • Hybrid working arrangements and flexible hours will be considered for the right candidate.
    • Paid birthday leave.
    • Ample opportunities for growth and development.
    • Great opportunity to work with one of New Zealand's top financial advisors - Jason Longo.
    • Onsite parking.
    This can be a full time employee or Contractor opportunity, an immediate start is available.

    The organisational culture at Buddy Mortgages is inclusive, highly supportive, and a safe place to express new ideas and provide feedback. A key feature of the role is your ability to coordinate and communicate directly with the director and senior adviser on a daily basis for support and operations.

    Sound like an opportunity you've been waiting for? APPLY NOW through our online application form below.

    Please Quote Reference Number 97489

    Please Complete the Details in our Form Below

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    Complete this Additional Questionnaire:

    (Q1) Which of the following statements best describes your right to work in New Zealand?

    (Q2) How would you rate your English language skills?




    (Q3) Do you have qualifications or experience in lending in NZ or overseas?



    (Q4) Do you have a current registration as a Registered Financial Adviser or are you pursuing National Certificate in Financial Services - Level 5 in lending strand?



    (Q5) What is your salary expectation?

    (Q6) Why are you the ideal person for this role?

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