Loan Admin (NZ Mortgage)

Overview
We are looking for a detail-oriented and proactive individual to support our team with administrative tasks, appointment setting, and lead generation. This role is ideal for someone who is a fast learner, has a positive attitude, and communicates well.

Key Responsibilities

• Conduct outbound calls to set appointments and generate leads from an existing database
• Provide administrative support for Mortgages and KiwiSaver
• Assist with Insurance tasks as needed (backup support)
• Maintain and update records using CRM systems
• Support day-to-day operational tasks

Requirements

• Proficient in Microsoft Excel
• Experience using Trail CRM or similar CRM tools
• Background in phone-based roles (appointment setting or lead generation)
• Strong communication skills and attention to detail
• Quick learner with a positive, can-do attitude