Advice Knight

Advice Knight

Financial Services

Devonport, Auckland 62 followers

Boutique financial services company focusing on high service mortgage and personal insurance advice.

About us

Boutique financial advice services focusing on quality high service advice on mortgage and personal insurances

Website
http://www.adviceknight.co.nz
Industry
Financial Services
Company size
2-10 employees
Headquarters
Devonport, Auckland
Type
Privately Held
Specialties
Mortgage, Insurances, and Advice

Locations

Employees at Advice Knight

Updates

  • Advice Knight reposted this

    View profile for Malcolm Knight, graphic

    Director at Advice Knight

    We're thrilled to announce Corina McIntosh has joined the Advice Knight team as our new Lending Manager! Corina brings a wealth of experience in the financial industry and a passion for helping clients achieve their homeownership goals. Please join us in giving Corina a warm welcome. "Having spent over 12 years working in one of NZ’s Major banks and 5 years as a Financial Advisor, I am pleased to be a part of the team here at Advice Knight. My passion is customer service and helping Kiwi’s achieve their financial goals with long term support for success. I’m a kiwi with overseas roots. I grew up in Wellington, moving to Auckland shortly after finishing College and I have been here ever since. I am married to the man of my dreams, we have two children and have set up camp on the outskirts of South Auckland. I love to travel and given the chance I would be on a plane tomorrow, exploring what the world has to offer. My family are extremely important to me and spending time with them is a priority." Corina. #LendingManager #FinancialServices #NewHome

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  • View organization page for Advice Knight, graphic

    62 followers

    View profile for Malcolm Knight, graphic

    Director at Advice Knight

    Are you ready to be the backbone of an award-winning mortgage team? Do you have a passion for helping people achieve their dream of home ownership? Join us as a Lending Manager!    Do you thrive in a fast-paced environment and enjoy helping others succeed? We are searching for a dedicated and detail-oriented Lending Manager to join our growing team. In this role, you'll be the rock behind our successful mortgage advisers, ensuring they have everything they need to deliver exceptional service to our clients.   What you'll do: > Become the go-to person: Assist our mortgage advisers with all aspects of the loan process, from initial application to final approval. > Master the details: Know the credit policies, process loans end to end, manage documentation, and ensure everything is accurate and compliant. > Keep things moving: Stay on top of deadlines, prioritise tasks, and proactively identify any potential roadblocks. > Be a team player: Collaborate effectively with our advisers, clients, lenders and other stakeholders. > Stay sharp: Keep up-to-date on industry regulations, policiy changes and best practices.   Who you are: > You have at least 2 years of experience in the mortgage/banking industry, or a similar customer service role. > You're a whiz with organisation and time management, keeping track of multiple tasks with ease. > You're comfortable with technology and familiarity with NZFSG MyCRM would be advantageous. > You have excellent communication skills and can build rapport with a diverse group of people. > You're a problem-solver who thrives in a fast-paced environment. > You have a keen eye for detail and ensure accuracy in everything you do. > You’re excited to work in an office in Takapuna with the flexibility for hybrid home and office work.   Why join us: > Competitive salary. > Be part of a dynamic and growing company with a collaborative spirit. > Make a real difference by helping people achieve their dream of home ownership. > Enjoy opportunities for professional development and career growth.   Ready to make your mark? Send your CV and cover letter to lisette@adviceknight.co.nz or malcolm@adviceknight.co.nz or 021 024 28000  

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