Client Engagement Specialist - Property

Avanti Finance Group is a privately owned specialty lender operating across New Zealand, and Australia. We are on an ambitious growth mission to lead and inspire our industry through innovation, and the development of exceptional financial services products whilst fostering a motivated and engaged workplace culture that is centered around personal growth and high performance.

With 270+ staff across our four offices in New Zealand and Australia, we are motivated to become the best finance company boasting strong growth and returns, as well as the best customer, introducer and employee experiences.

Reporting to the Manager, Property Accounts, the Client Engagement Specialist, will play a key role in fostering strong relationships with our mortgage customers, ensuring they receive exceptional service and support. You will proactively manage a portfolio of clients, addressing their needs, providing solutions, and offering promotions to enhance their experience with Avanti Finance. This role requires a balance of strategic engagement, problem-solving, and administrative efficiency to support both the Collections and Property Lending teams.

In this role, you can expect to:

• Maintain and manage relationships with mortgage customers within your portfolio, ensuring high levels of customer satisfaction and retention.
• Conduct outbound calls to discuss product offerings, promotions, and solutions that align with customer needs.
• Provide timely responses to customer inquiries, resolving issues efficiently and maintaining positive client relationships.
• Meet with clients in the office to discuss their loans and explore potential refinancing or retention solutions.
• Work closely with the Collections and Property Lending teams, providing valuable customer insights to drive informed decision-making.
• Process customer requests via the shared inbox, ensuring all documentation and correspondence are handled accurately and efficiently.
  

We are looking for candidates who have:

• A commitment to delivering exceptional customer experiences, even in challenging situations.
• Confidence in handling difficult conversations with professionalism and empathy.
• Strong phone-based communication skills, including upselling, retention, and client engagement.
• Proven ability to manage multiple client portfolios while maintaining high levels of satisfaction.
• A resilient, solution-focused mindset with the ability to troubleshoot and resolve issues efficiently.
• Excellent time management and multitasking skills in a fast-paced, ever-changing environment.
• The ability to work both independently and collaboratively to achieve team and individual goals.
• Comfort working within an 8:00 AM – 6:30 PM schedule (7.5-hour rotating shifts).
• A background in property management, lending, or finance (highly desirable).

  
  

What's in it for me?

Within the Avanti Finance Group, you can look forward to flexible and hybrid working as we offer up to two days working from home following the initial training period. We give back to our communities through our support of Duffy Books, and by offering an Annual Volunteer Day for you to use for a purpose that's close to your heart. We believe in celebrating diversity, and we also celebrate talent and development by working with you through an established capability framework that puts you in the driving seat of your development while achieving business goals. You won't find a gender pay gap here, as we have great remuneration packages but as we all know there's more to an awesome job than the money. If you are happy and fulfilling your potential, while feeling supported, valued and empowered, then that’s a win for us! Our weekly fruit deliveries and membership with Healthy Food Guide is there for you to feel good from the inside out.

Ok, great, but now what?

You’re still reading, so hopefully that means you’re interested in us and you may be about to Google us. What you’ll find is an authentic, value driven, kiwi owned and operated finance success story. 35 years young with an exciting future ahead – now is a great time to join us! Our journey is one of continuous improvement, so curious, proactive and motivated change makers this is where you will thrive.

If you’re excited about this ad, then we’re excited to see your application. Hit apply now to start the conversation.

Our Talent team can’t wait to talk to you!