Broker Support

One Partner; Auckland; On-site; NZD 42,000 - 64,000; Full time

Job summary

better finance is seeking a Support Broker/Adviser-in-training in Auckland to help prepare submit-ready loan applications, gather and verify customer data, and manage communications with lenders and Advisers. You will handle inbound calls, provide timely follow-ups, and keep meticulous CRM notes to support loan decisions.

The role emphasizes attention to detail, strong phone skills, and the ability to move multiple files efficiently while upholding customer service standards.

Qualifications

• Attention to detail in processing loan applications.
• Prompt follow-through with customers and advisers.
• Clear written notes for lender decisions.
• Excellent phone etiquette for high-volume calls.
• Strong organisation to manage multiple files.

Responsibilities

• Preparing loan applications to a submit-ready standard for Advisers.
• Gathering and verifying customer information (identity, income, expenses, liabilities, purpose, security).
• Obtaining and reviewing credit information and bank statements.
• Completing loan documentation correctly and presenting files in lender formats.
• Answering inbound calls for Advisers and resolving on the call where possible; callbacks when needed.
• Recording and handing over callback commitments, ensuring they are met.
• Returning every unanswered call the same day.
• Chasing outstanding documents and lender conditions on approved deals; no paperwork left waiting.
• Maintaining complete, accurate and timely records in our CRM; clear deal history.
• Supporting all Advisers across the office when workload allows.

Skills

Detail orientation

Follow-through

Written communication

Telephone manner

Organizational skills

CRM proficiency

Curiosity about lending

Customer service

Tools

CRM software

Document systems

Job description

Jora New Zealand will close on 16th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Every finance application that comes to us has to be built properly before it goes to a lender. That is your job. You will take enquiries from the moment they arrive through to the point the file is ready to submit — application completed, information verified, documents collected and checked, and the file written up the way that particular lender needs to see it.

You will also be on the phones. When an Adviser is tied up with another customer, their call comes to you, and your job on that call is to resolve whatever you can there and then — where the deal is at, what is outstanding, what happens next. Where you can't resolve it, you promise a callback and you make certain it happens.

Over time you will start to see why one deal suits one lender and not another. That knowledge is what this industry runs on, and it is what turns a Support Broker into an Adviser.

Key responsibilities

• Preparing loan applications to a submit-ready standard for our Advisers
• Gathering and verifying customer information (identity, income, expenses, liabilities, purpose, and security details where relevant)
• Obtaining and reviewing credit information and bank statements
• Completing loan documentation correctly and presenting files in each lender's required format
• Answering inbound calls for Advisers and resolving as much as possible on the call, including deal status, documentation and next steps
• Recording and handing over callback commitments, and confirming they are met
• Returning every unanswered call the same day
• Chasing outstanding documents and lender conditions on approved deals so nothing sits waiting on paperwork
• Maintaining complete, accurate and timely records in our CRM so every deal history is clear
• Supporting all Advisers across the office when your own workload allows

About you

• Manages detail work quickly, correctly and efficiently
• Follows through — if you tell a customer you will call back, you call back
• Good written communication; lenders read your notes and make decisions on them
• Excellent telephone manner and comfortable on the phone for most of the day
• Ability to deliver high quality, organised and repeatable results
• Able to keep a number of files moving at once without losing track
• Good IT skills and confidence with CRM and document systems
• Curious about how lending decisions are made
• Prior experience in consumer lending, vehicle finance, insurance, banking or a contact centre is useful but not essential — we will train you

About us

better finance helps people to finance their goals quickly and efficiently. We've built a business based on providing excellent customer service in the way we quickly help customers find the vehicle and personal loan solutions they need, assist them through the process and structure loans in a way that works with our customers so that finance fits within their budget.