Mortgage Adviser (AUCK)

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

Benefits offered by this job

Carpark

Laptop

Phone

EAP (counselling)

Snacks

Social activities

3% KiwiSaver

Job summary

Opes Mortgages is hiring an Experienced Mortgage Adviser to join our Auckland team. You will provide high-quality lending advice to investor clients, manage the lending process from pre-approval to settlement, and conduct weekly client meetings via Zoom.

Reporting to the Head of Mortgage Operations, you’ll work in a collaborative office with a growing team. NZ Level 5 Cert in Lending is essential, and the role offers a generous salary and benefits package.

Qualifications

• Permanent Resident or NZ Citizen (essential)
• NZ Level 5 Cert in Property Lending (essential)
• Proven experience as a Mortgage Adviser (or Lending Specialist) (essential)
• You know your bank policies.
• Excellent written and verbal English communication with stakeholders.
• People and admin oriented with strong compliance mindset
• Tech savvy; meetings are 99% Zoom and Trail CRM used.

Responsibilities

• Provide high-quality advice to investor clients through their property journey.
• Manage the lending process from pre-approval to settlement.
• Conduct 8 client meetings per week via Zoom to support high conversion.
• Build trusted relationships with clients and lenders.
• Collaborate with a friendly team of advisers and loan writers.

Skills

Mortgage Advising

Client Relationships

Communication

Education

NZ Level 5 Cert in Property Lending

Tools

Trail CRM

Zoom

Job description

Wanted: Experienced Mortgage Adviser / Lending Specialist to join our friendly team!

• Opes Mortgages Ltd - Auckland Central City
• Full Time

Make your mark in our inclusive, growing team. Use your proven work experience as a Mortgage Adviser with Level 5 Certificate in Lending to help our property investors achieve their goals!

About the Role:

Collaborate in our friendly Auckland team of 6 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) + snacks + fun social activities
• 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:Unlike self-employed brokers, there's no need to work all hours/weekends.
• 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 treats, 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 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)
• You know your bank policies.
• Demonstrated ability to communicate professionally with stakeholders (excellent command of English language written and verbal)
• A true people and 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 4 years ago and are making waves in the industry thanks to our brilliant team of 17 spanning our Auck and Chch offices.

We blend serious financial savvy with a seriously supportive team environment. As a group of companies across the financial services and property sectors, we know that trust is everything. That's why we're committed to always having our clients' backs with top-notch advice, and supporting our people to grow into their absolute best. We are great at growing support staff from new-to-industry to Junior Advisers, and experienced Advisers to Senior Advisers!

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