Client Relationship Manager

Details of the offer

Are you a finance professional passionate about helping Kiwis achieve homeownership?
Join us at The Home Loan Collective!
About Us: The Home Loan Collective is a dedicated Home Loan Advisory team focused on empowering everyday Kiwis with sound financial advice.
We offer a wide range of lending solutions, including home loans for owner-occupied and investment purchases, refinancing, debt consolidation, and more.
As a team of five, we pride ourselves on delivering a high level of customer service, making lending terms simple, being motivated and reliable.
About the Position: We are seeking an experienced, motivated, and enthusiastic Client Relationship Manager to support our Director and Mortgage Adviser, Ashlee, as well as our clients throughout their home loan journey.
In this pivotal role, you will manage client relationships, deadlines, support team operations, and ensure that our clients receive clear communication and exceptional service.
Key Responsibilities: Assist Ashlee in guiding clients through the home loan process, ensuring a seamless experience.
Manage and maintain strong relationships with clients, banks, and brokers.
Provide exceptional support to clients and team members, fostering a positive and productive environment.
Oversee the organization of deadlines, client files, documentation, and communication.
Collaborate with the team to enhance client experiences and streamline processes.
Qualifications & Skills: Proven experience in New Zealand residential lending, with a focus on customer service.
Strong financial knowledge and a genuine passion for people and property.
Exceptional organisational and time management skills, with a commitment to meeting deadlines.
High attention to detail and accuracy in all tasks.
Proficiency with Microsoft programs, CRM management and other software.
Excellent communication skills, eager to contribute to a collaborative team culture.
What We Offer: Attractive salary package with opportunities for bonuses.
A modern work environment that fosters growth and learning.
An energetic, supportive, and fun team culture.
If you're ready to make a positive impact on the lives of Kiwis and support a passionate team in their mission, we'd love to hear from you!
Submit your CV and a cover letter to us today!
Or if you want to know more, reach out to our friendly team.
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Nominal Salary: To be agreed

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