Reverse Mortgage Consultant | Flexible Hours

heartland; Auckland; On-site; NZD 55,000 - 75,000; Full time

Benefits offered by this job

Employee banking benefits

Insurance package

Flexible working options

Job summary

Heartland Bank is seeking a Reverse Mortgage Consultant in Auckland to help customers achieve financial comfort and independence in retirement. You will support both existing and prospective clients, guiding them through inquiries with professionalism, empathy, and care.

Working with the New Business team, you will manage accurate administration of reverse mortgage applications, ensuring a seamless customer journey and compliant processing.

Qualifications

• Deliver outstanding customer service and address customer needs with empathy.
• Excellent communication skills for phone and email channels.
• Ability to manage customer enquiries accurately and professionally.

Responsibilities

• Assist customers through reverse mortgage process with clear information.
• Administer and process reverse mortgage applications and customer accounts.
• Provide accurate guidance and support to ensure a seamless customer journey.
• Build strong relationships while upholding Heartland values.

Skills

Customer service

Communication

Empathy

Tools

CRM systems

Email/phone support tools

Job description

Heartland Bank is seeking a Reverse Mortgage Consultant in Auckland to help customers achieve financial comfort and independence in retirement. You will support both existing and prospective clients, guiding them through inquiries with professionalism, empathy, and care.

Working with the New Business team, you will manage accurate administration of reverse mortgage applications, ensuring a seamless customer journey and compliant processing.