1. Loan Re-Fixing Support:

• Client Communication: Engage with clients prior to the expiration of their fixed-term loans to discuss re-fixing options, providing relevant information on current rates and available offers.
• Document Preparation: Prepare and dispatch re-fixing documentation, ensuring that all information is accurate and up-to-date.
• Rate Comparison: Assist clients in comparing interest rate options and advise on the most suitable choices based on their financial circumstances.
• Follow-Up: Track and follow up with clients to ensure timely completion of the re-fixing process, including the submission of necessary documents.

2. Administrative Support:

• Data Entry: Accurately input and update client information in the brokerage firm’s CRM system.
• File Management: Maintain organised and secure client files, both physical and electronic, for easy access and reference.
• Scheduling: Manage appointments and meetings for mortgage brokers, including follow-ups and reminders to ensure all parties are informed.

3. Client Servicing:

• Client Inquiries: Manage incoming calls and emails from clients, providing information or directing them to the appropriate team member as needed.
• Customer Relationship Management: Build and maintain strong relationships with clients by offering exceptional service and addressing concerns promptly.
• Problem Resolution: Aid in resolving any issues related to loan re-fixing by liaising with the mortgage broker and financial institutions.

4. Compliance and Documentation:

• Compliance Checks: Ensure that all documentation and processes are in compliance with New Zealand’s financial regulations and the brokerage firm's policies.
• Document Verification: Review client documents for accuracy and completeness before submission to financial institutions.

• Experience: Previous experience in a similar administrative or customer service role, ideally within the financial or mortgage industry in New Zealand or Australia.
• Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and familiarity with CRM systems.
• Communication: Strong verbal and written communication skills, with the ability to interact professionally with clients and team members.
• Attention to Detail: Excellent organizational skills with a high level of attention to detail, ensuring accuracy in all tasks.
• Time Management: Ability to efficiently manage multiple tasks and deadlines in a remote work environment.
• Problem-Solving: Proactive and resourceful, capable of troubleshooting issues and providing effective solutions.