We are looking for a detail-oriented Loan Administration Officer to support both our Credit and Investment teams. This is a remote, part-time role (20 hours per week) with the opportunity to grow as our business expands.

Schedule:

• Monday to Friday, flexible schedule within the client’s business hours (New Zealand Time, 20 hours per week)

Responsibilities:

• Credit Administration
• Assist the Credit Manager with loan administration.
• Enter settled loans into the EasyLodge loan management system accurately and promptly.
• Maintain loan records and supporting documentation.
• Monitor upcoming loan maturities and proactively manage the loan expiry process.
• Assist with arrears management by following up on 30, 60 and 90-day overdue loans.
• Contact borrowers regarding loan maturity, repayments and outstanding documentation.
• Escalate issues to the Credit Manager where appropriate.
• Investment Administration
• Support the Investment Managers with investor onboarding.
• Review investor application forms for completeness.
• Enter investor details into the CRM and investment management systems.
• Prepare onboarding documentation and maintain investor records.
• Follow up with investors to obtain outstanding documents or information.
• Assist with general administration relating to investor onboarding and servicing.
• General Responsibilities
• Maintain accurate records across all systems.
• Ensure documentation is complete and compliant.
• Liaise with borrowers, investors, solicitors and other stakeholders via phone and email.
• Provide administrative support to both the Credit and Investment teams.
• Identify opportunities to improve processes and efficiency.
• Take on additional operational responsibilities as the business grows.

Skills & Experience:

• Previous 5 years+ administration experience in banking, lending, finance, accounting or financial services preferred.
• Strong attention to detail and high level of accuracy.
• Excellent written and verbal English communication skills.
• Confident speaking with customers over the phone.
• Comfortable learning new software systems (EasyLodge, CRM and Microsoft Office).
• Highly organised with the ability to manage multiple priorities.
• Able to work independently with minimal supervision.

Preferred Experience:

• Loan administration or mortgage administration experience.
• Collections or arrears management experience.
• Customer service experience within financial services.
• Experience with CRM or loan management systems.

Performance Expectations:

• Loan settlements entered into EasyLodge within agreed turnaround times.
• Investor onboarding completed accurately and efficiently.
• Timely follow-up of maturing and overdue loans.
• High level of data accuracy with minimal errors.
• Professional customer communication.
• Continuous improvement of operational processes.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring

Note:

• Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.