Client Services Manager / Loan Writer

Loan Market Oceanside - Papamoa; Tauranga; On-site; NZD 60,000 - 75,000; Full time

Benefits offered by this job

Competitive salary and benefits

Job summary

Loan Market Papamoa in Tauranga is seeking a broker support professional to manage client files and loan applications, liaise with clients, lenders, and third-party providers, and assist Financial Advisers through the complete loan process.

The ideal candidate will have lending experience, excellent organisation, and strong client-focused communication, with CRM and MS Office proficiency. A banking background is valued. Competitive salary and benefits accompany a supportive work environment.

Qualifications

• Proven previous lending experience (e.g., in a broker support role or similar financial services environment).
• Exceptional organisational skills and a high level of attention to detail.
• A strong client-first attitude and excellent communication skills.
• Preference: Experience from a bank background is highly valued, bringing a deep understanding of lending processes and compliance.
• Proficiency in CRM software and Microsoft Office Suite.

Responsibilities

• Manage client files and loan application documentation with meticulous attention to detail.
• Liaise with clients, lenders, and third-party providers.
• Support Financial Advisers in the end-to-end loan application process.
• Ensure compliance with all regulatory and company procedures.
• Provide regular updates to clients on the status of their applications.

Skills

Lending experience

CRM proficiency

Microsoft Office

Communication skills

Attention to detail

Organisational skills

Client-first attitude

Tools

CRM software

Microsoft Office Suite

Job description

Key responsibilities

• Manage client files and loan application documentation with meticulous attention to detail.
• Liaise with clients, lenders, and third-party providers.
• Support Financial Advisers in the end-to-end loan application process.
• Ensure compliance with all regulatory and company procedures.
• Provide regular updates to clients on the status of their applications.

About you

• Essential: Proven previous lending experience (e.g., in a broker support role or similar financial services environment).
• Exceptional organisational skills and a high level of attention to detail.
• A strong client-first attitude and excellent communication skills.
• Preference: Experience from a bank background is highly valued, bringing a deep understanding of lending processes and compliance.
• Proficiency in CRM software and Microsoft Office Suite.

About us

Loan Market Papamoa is a dedicated team in the financial services business providing outstanding support to clients through their financial journey.

A supportive and professional work environment.

The opportunity to be a key player in a thriving financial services business.

• Competitive salary and benefits package.