Logo for Wingman Group

NZ Loan Processor

Role overview

Qualifications

  • Experience with New Zealand mortgage processes
  • Confident using Kiwi Adviser Network or similar mortgage CRM
  • Hands-on experience in loan processing

Responsibilities

  • Manage mortgage applications from initial preparation through to settlement
  • Assist advisers with preparing, packaging, and submitting loan applications
  • Review client information and supporting documents for completeness and accuracy
  • Liaise with clients, lenders, solicitors, and other stakeholders throughout the loan process

Key facts

Other skills

  • Communication
  • Organizational Skills
  • Detail Oriented

About the company

Wingman Group logo

Wingman Group

Outsourcing & Offshoring

Wingman is a small, Brisbane based and Australian-owner provider of outsourced staffing. Wingman aims to achieve more for less with a reliable, friendly, high performing remote team.

Company details

IndustryOutsourcing & Offshoring
Company size51 - 200

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Job description

We are looking for an experienced NZ Mortgage Loan Processor to support a growing New Zealand mortgage broking business. The successful candidate will work closely with mortgage advisers to manage loan applications, documentation, lender communication, and ongoing application requirements.

The ideal candidate has hands-on experience with the New Zealand mortgage process and is confident using Kiwi Adviser Network or similar mortgage CRM and loan processing platforms.

Key Responsibilities

  • Manage mortgage applications from initial preparation through to settlement

  • Assist advisers with preparing, packaging, and submitting loan applications

  • Review client information and supporting documents for completeness and accuracy

  • Collect, organise, and verify required borrower documentation

  • Liaise with clients, lenders, solicitors, and other stakeholders throughout the loan process

  • Monitor application progress and follow up on outstanding conditions and requirements

  • Maintain accurate client and loan information within the CRM

  • Update application notes, milestones, and pipeline statuses

  • Assist with lender requirements, loan approvals, and settlement coordination

  • Conduct documentation and compliance checks

  • Provide regular updates to advisers on application progress

  • Follow up with relevant parties to ensure applications progress within expected timeframes

  • Provide general administrative and processing support to mortgage advisers

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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