Mortgage Adviser


Are you looking for your next big and rewarding challenge in mortgage or home lending space? Would you like to work for a company that has expanded even in pandemic? Then Global Finance could be the right choice for you. 

Global Finance is an award-winning, professionally managed, and highly regarded company operating for over 22 years. Global Finance has arranged more than $11 billion in Loans & Insurances and won over 50 awards.

To support our expanding customer base, Global Finance is looking for a Mortgage Advisor who would like to take on a mentoring role to help our customers with their lending needs.

The Role will involve: 

  • Meet the customers to understand their mortgage needs in home lending.
  • Assist in converting mortgage leads that come over phone, email or referrals into potential customers.
  • Recommend lending strategies that will deliver the best outcome to the customer.
  • Obtain approval from the banks and negotiate best possible terms and conditions.
  • Recommend suitable lending products to the customer and assist them all the way to the settlement.
  • Maintaining long-term & effective relationship with customers & lending institutions.
  • Ensure customer lending is paired or matched with the right insurance covers.
  • All customer meetings are conducted in house and no lead generation or traveling outside work is required.

To be successful you must have:

  • One or more years of experience in mortgage or lending space.
  • Strong numerical and analytical skills.
  • A friendly personality and desire to provide exceptional customer service.
  • Ability to forge strong relationships with customers and peers.
  • Multitasking and attention to detail will be your forte.
  • Excellent communication and presentation skills
  • National Certificate Level 5 in Financial Services or nearing completion will be advantageous.

The Offer 
You will receive a fixed salary package with ample opportunities for growth such as long term incentive plan. You will be based in Tauranga.

The job requires working 45 hours per week with 40 hours on Monday to Friday and 5 hours on Saturday. 

You will also be offered additionally the choice of long term incentive plan and a rewarding bonus structure.

To register your interest in this role, please submit your resume and cover letter detailing how you will the the perfect fit for this role.

Last Date of application is 15th December 2021

Employer questions

Your application will include the following questions:

  • How many years’ experience do you have as a mortgage broker?
  • Which of the following statements best describes your right to work in New Zealand?
  • How many years’ experience do you have as a Mortgage Adviser?
  • What’s your expected annual base salary?
  • How many years’ experience do you have as a Home Loan Specialist?

Published by