Job Description

Salary range : up to 1,700 NZD/month (The final amount will be at the client discretion based on the candidate's skills and experience.)

Working Hours : Mondays to Fridays 8am-4:30pm NZT (with some flexibility) / 3am to 11am Philippine Standard Time

Work set-up : 100% Remote work

Holidays : New Zealand Holidays

Company

We are a mortgage broking practice helping clients in NZ and AU achieve their home loan goals with professional, compliant, and client-focused service.

Role Summary

Support mortgage operations with CRM management, document checks, refix/retention tasks, and client liaison—ideal for a detail-oriented, proactive candidate with mortgage or banking admin experience.

Responsibilities

  1. Refix & Retention Administration
    • Monitor upcoming refix/rollover dates in Trail CRM.
    • Run refix reports and prepare client lists on a set cadence (e.g., dail...

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