Account Manager – Full-Time

Internal recruitment at this stage – NO recruiters, please.

Are you a detail-oriented problem solver with a passion for delivering exceptional client experiences? Do you thrive in a fast-paced, team-oriented environment where no two days are the same? 🚀

At Squirrel, we believe in making things easier for our clients by challenging the status quo, simplifying processes, and delivering expert financial solutions. We’re looking for an Account Manager to play a key role in supporting our Mortgage Advisers, maintaining strong client relationships, and ensuring smooth loan processes.

This role isn’t just about administration – it’s about providing real value to our clients and advisers by managing loan applications, working closely with lenders, and ensuring every customer receives top-tier service.

What You’ll Be Doing:

✔ Managing the loan application process, from pre-approvals to final settlements.

✔ Supporting clients and working with banks to meet approval conditions.

✔ Handling loan maintenance, including re-fixes, top-ups, and interest-only requests.

✔ Assessing deals across different lenders and documenting key insights.

✔ Advising clients on bank policies, loan products, and structuring options.

✔ Ensuring all client details are accurately recorded and maintained in our CRM.

✔ Building and maintaining strong relationships with lenders, valuers, accountants, lawyers, and real estate agents.

✔ Supporting Mortgage Advisers and stepping in to assist clients when advisers are on leave.

What We’re Looking For:

🔹 Experience: At least 5 years of experience in a mortgage advisory firm or financial institution.

🔹 Education: Level 5 Certificate in Financial Services (Residential Property Lending specialization preferred).

🔹 Skills:

✅ Strong communication and relationship-building skills.

✅ Well-organized with exceptional attention to detail.

✅ Ability to think critically and solve problems proactively.

✅ Knowledge of financial products, lending policies, and credit criteria.

✅ Experience with CRM systems and process automation (bonus!).

Why Squirrel? 🐿️

We’re not your typical corporate machine. At Squirrel, you’ll be part of an innovative, supportive team that’s all about putting people first and challenging the status quo. We empower our employees to think differently, work smart, and have fun while doing it. Plus, we offer a flexible hybrid working model (minimum four days in our Auckland HQ, 29 Sale Street).

If you’re ready to make an impact, grow with us, and be part of a team that values your expertise – we’d love to hear from you!

📍 Location: Auckland CBD (Hybrid)

⏳ Type: Full-time (8:30 AM – 5:30 PM)

Apply today or email [email protected] to learn more. We can’t wait to hear from you!