Expression of Interest - Mortgage Adviser (CHCH)

Opes Partners; Maungakiekie-Tāmaki; On-site; NZD 100,000 - 140,000; Full time

Job summary

A leading mortgage advisory firm in Auckland is seeking experienced Mortgage Advisers to help clients navigate property investments. The role offers a competitive salary ranging from $100,000 to $140,000 plus bonuses, with no expectation of evening or weekend work. Ideal candidates will have a Level 5 Certificate in Property Lending and a commitment to client care within a supportive team culture.

Benefits

Carpark

Laptop

Phone

EAP (free counselling)

3% Kiwisaver

Qualifications

• Permanent Resident or NZ Citizen (essential)
• Proven experience as a Mortgage Adviser or Lending Specialist (essential)
• Ability to communicate professionally with stakeholders.

Responsibilities

• Provide high-quality advice throughout the property purchase journey.
• Manage the lending process from pre-approval to settlement.
• Conduct client meetings via Zoom.

Skills

Excellent command of English language written and verbal

Tech savvy

People person

Education

NZ Level 5 Certificate in Property Lending

Tools

Trail CRM

Job description

Overview

WANT TO WORK FOR OPES MORTGAGES LIMITED?

Expressions of interest welcome for experienced Mortgage Advisers and Lending Specialists.

Salary: $100,000 - $140,0000 gross per annum (based on experience) + $20K Bonus

About the Role

Use your proven work experience as a Mortgage Adviser with Level 5 Certificate in Lending to help our property investors achieve their goals!

Collaborate in our friendly CHCH team (2x Mgmt | 3x MA | 3x Loan Writers) reporting directly to the Head of Mortgage Operations.

Your role is 8.30am-5pm Monday to Friday (37.5 hours), and involves:

• Providing high-quality advice to support our investor clients through their property purchase journey.
• Managing the lending process from pre-approval to settlement.
• Conducting 8x client meetings per week via Zoom (because our clients have a high conversion rate and you only focus on lending, it’s easy to settle $50m per year)!
• Building trusted relationships with clients and lenders, enhancing your industry reputation with a respected company.
• Working alongside a friendly team of advisers and loan writers in a vibrant, collaborative office!

What’s in it for You?

• Remuneration and Benefits: $100,000-$140,000 + $20K Bonus + 3% Kiwisaver + Carpark + Laptop + Phone + EAP (free counselling)
• Career Growth: Learn from top advisers in a progressive company to move towards being a mortgage advising expert.
• Recognition: Your efforts make a real difference, with opportunities to mentor junior staff as you progress to Senior MA.
• Work-Life Balance: No expectation to work evenings/weekends (we care about preventing burnout).
• Focus on what you love: We provide all the clients, so no self-gen needed! Focus on looking after our clients. Plus, a dedicated fixed rate reviews team.
• Supportive Management: Regular one-on-ones, open-door mgmt. policy, and ongoing training.
• Fantastic Culture: Hardworking, supportive team that values camaraderie and makes coming into the office a joy!
• Modern Office: Central location, open plan, well-stocked with snacks, and a truly welcoming environment.
• Job Security: We\'re growing and progressive! In 3 years our team has gone from 1 to 18!

How does the remuneration work?

• Our remuneration goes from $100K to $140K depending on your experience and performance (i.e. Senior MA\'s = $140K). We will assess where you fit in the banding when we interview you.
• The bonus kicks in as soon as you pass your Trial Period and is assessed/paid quarterly (easiest $5k a quarter you can make!). All other benefits available from start date.

Skills & Experience

• Permanent Resident or NZ Citizen (essential)
• NZ Level 5 Cert in Property Lending (essential)
• Proven experience as a Mortgage Adviser or Lending Specialist (essential)
• Demonstrated ability to communicate professionally with stakeholders (excellent command of English language written and verbal)
• A true people & admin person!
• You value doing the right thing (we have a strong compliance culture and value quality)
• Tech savvy (meetings are 99% Zoom and we use Trail CRM)

About Us

Opes Mortgages is a fantastic team of professionals working within the Opes Group. (You might know Opes Partners for their very popular podcast on property investment). We started 3 years ago and are making waves in the industry thanks to our brilliant team of 18 spanning our Auck and Chch offices. We blend serious financial savvy with a seriously supportive team environment - so feel free to apply for a future role with us!

If you want to read more about who we are and what our culture, offices and opportunities are like, see our website: https://www.opespartners.co.nz/about/careers

Apply

Send your cover letter and CV to Eleanor via the link. Please note that if we\'d like to interview you, you\'ll hear from us within 10 days of applying.