Client Servicing Consultant|Loan Write

  • Category: Bank Jobs
  • Location: Waipawa, Hawke's Bay
  • Job Type: Full Time / Part Time
  • Salary: Estimated: $ 16K to 34K
  • Published on: 2025/09/21

Having a sound understanding of residential lending criteria and being able to use that knowledge to compile loan applications.

Maintain customer information on our CRM platform and in keeping with existing industry wide compliance and privacy regulations.

Proactive outbound calling to contact customers when their fixed home loan interest rates come up for review

Support our Mortgage Advisers with lending applications, including loading loan applications and accompanying documents into Our CRM Platform

Checking the final loan structure and settling loans

The ability to understand/ learn bank loan products and services

Excellent written and verbal communication

Great organisational skills and attention to detail is a must

Must have a displayed work/ life balance as Greenlight is a family focused business, we would like to see this person having an involvement in and around the Hawke’s Bay community.

If this sounds like you, if you are keen to talk further please send your cover letter and CV through to wendy.sheehan@greenlighthb.co.nz


Company Name: Greenlight - mortgages & insurances

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