Matt Powell

Financial Services Assistant @Squirrel

Auckland, NZ

A combination of mortgage advisory and customer support, my role involves supporting mortgage brokers in delivering tailored financial solutions to clients. Core tasks involve- Organising client documentation, preparing loan applications, and coordinating with lenders to ensure smooth and timely processes- Managing negotiations with commercial banks to secure favorable lending terms for clients, improving financing options for clients, resulting in increased client satisfaction and retention- Leading internal audits to identify inefficiencies and ensure active compliance with FMA regulations.