Overview:

Our client is seeking a confident, organised and commercially minded Business Development & Deal Qualification Specialist (Mortgage Broker | NZ) to support lending origination through proactive broker outreach, relationship building and targeted lead generation. In this role, you will build relationships with mortgage brokers, identify qualified lending opportunities, gather initial deal information and coordinate timely handovers to our in-house Business Development Managers (BDMs). Beyond consistent outreach and follow-up, you will contribute ideas to strengthen our origination pipeline, prioritise promising broker relationships and improve our business development approach.

Schedule: 9:00 AM to 5:30 PM New Zealand Time Zone | Fixed Schedule

Responsibilities:

Broker Outreach and Relationship Building

• Make outbound calls to mortgage brokers to introduce our lending services, understand their lending activity, and identify potential opportunities
• Build relationships with new and existing brokers through regular, purposeful contact
• Re-engage brokers who have previously contacted us or referred business
• Develop an understanding of brokers’ needs and identify where our lending services may be relevant, using approved information
• Follow approved call guidance and lending information when discussing potential opportunities

Business Development and Lead Generation

• Research and identify prospective mortgage brokers and referral opportunities that align with our lending criteria and target market
• Help develop and execute targeted outreach and follow-up plans in collaboration with the BDMs
• Prioritise broker outreach based on relationship history, lending activity and potential fit with our offering
• Contribute practical ideas to increase broker engagement, generate qualified opportunities and strengthen the origination pipeline
• Identify patterns in broker feedback, outreach responses and pipeline activity, and recommend improvements to targeting, messaging and follow-up
• Test and refine approved outreach approaches with the team, focusing on the quality of opportunities as well as activity levels

Initial Opportunity Qualification and BDM Coordination

• Gather initial deal details, including loan amount, loan purpose, security, mortgage position, timing and proposed repayment strategy
• Identify opportunities that warrant further discussion with a BDM, using the training and guidance provided
• Arrange broker discussions with the appropriate BDM and prepare a clear, concise deal summary beforehand
• Follow up outstanding information and agreed actions to keep opportunities progressing
• Recognise questions that require specialist input and escalate them to the appropriate team

CRM Management and Reporting

• Maintain accurate broker records, contact notes, opportunity details and next steps in the CRM
• Keep outreach and follow-up actions organised and ensure agreed commitments are tracked
• Provide weekly reporting on broker conversations, new relationships, qualified opportunities and pipeline progress
• Share actionable insights and recommendations to help improve business development and lead generation efforts

Must-Have Requirements:

• Strong spoken and written English, with a professional telephone manner
• Demonstrated experience in outbound business development, lead generation or relationship-based sales
• Confidence making outbound calls and developing professional relationships with mortgage brokers
• A strategic and commercially minded approach, with the ability to identify opportunities, prioritise outreach and suggest practical improvements
• The ability to translate business development ideas into consistent day-to-day activity and follow-up
• The ability to ask relevant questions, listen carefully and summarise information clearly
• The ability to learn lending criteria and recognise when to escalate questions
• Strong organizational skills, with proficiency in CRM management and follow-up coordination
• A proactive approach and the ability to work independently within an agreed process while collaborating with BDMs

Preferred Qualifications:

Experience in one or more of the following areas would be advantageous:

• Mortgage lending or financial services, particularly in the New Zealand market
• Broker support, broker relationship management or referral network development
• Lending origination or business development within financial services
• Researching prospects, planning targeted outreach and using CRM insights to improve lead generation

Scope of the Role:

• Combine hands-on broker engagement and opportunity coordination with contributions to business development and lead generation planning
• Identify effective channels and strategies for generating suitable opportunities while collaborating with the BDMs on outreach priorities and approved approaches
• Manage detailed deal discussions, commercial terms, and structuring, while leaving credit assessment and approval responsibilities to the credit team
• Operate within approved guidelines and escalate matters beyond the scope of the role, avoiding the provision of unauthorized lending information or commitments regarding terms or approvals

Training and Support:

• We will provide training, approved lending information, call guidance, and templates to support consistent outreach, qualification, and handover processes. The coordinator will work with the BDMs to understand our target market, lending criteria, and business development priorities.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

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.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.