Session Eight

Specialist Lending

Hard to stay up to date with lending criteria changes? Looking for alternatives to help your clients with out of the ordinary requirements? Our panel of specialist lenders –  Resimac, Heartland and First Mortgage Trust – will give you examples of typical clients and scenarios they can help you with on a daily basis.

About Ben Jamieson: Ben Jamieson is a Business Development Manager with Heartland Seniors Finance in New Zealand based in Christchurch. He specialises in helping Kiwi seniors enjoy the retirement they deserve by helping them unlock the equity in their home with a reverse mortgage. Ben has worked in the reverse mortgage area in New Zealand since 2003 and is well regarded; financial advisers and solicitors often refer their clients to Ben when a reverse mortgage is being considered.

About Bruce Smith: Bruce Smith has been the Sales Manager with First Mortgage Trust (FMT) over the past 18 months. Prior to this, he had 36 years with ANZ Bank, based in the BOP, primarily in front-line lending roles, the last 10 with ANZ Commercial in Tauranga.

The non-bank lending sector continues to grow exponentially and part of Bruce’s role is the promotion of what FMT can deliver from a financing perspective to the Adviser and Aggregator networks for their clients.

About Huia Manuel: Huia joined RESIMAC in September 2015 after relocating back to New Zealand from Adelaide. Huia has a wealth of experience in the finance industry with over 10 years’ experience in banking. Huia joined RESIMAC from her most recent role with BankSA as a Business Development Manager, Branch Manager, Mobile Manager and a Residential Lending Manager. Prior to this Huia was self-employed, she owned and operated a cafe in the Adelaide Hills. Huia understands the challenge and rewards of being self-employed and hopes to add value to businesses where she can.

About Julia Winterbottom: Julia has over 25yrs experience in financial services, with 17 of those years directly associated with the Mortgage Adviser Industry in her roles as BDM for both main bank and specialist lenders.

With 7 yrs. experience in the specialist lending environment Julia has a proven track record in coaching, mentoring and developing advisers who are new to specialist lending, to enable them to diversify and grow their businesses.

She has a relentless focus on the customer service experience both from the Mortgage Adviser and end-customer perspective, this has been acknowledged with Avanti Finance winning the PAA excellence award for specialist lenders in 2016 and Julia winning the PAA – Non-Bank Lender product provider representative in 2017. 

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