Manager - Broker Lifecycle

  • Full-time
  • Department: Credit & Operation

Company Description

Lendi Group is the group born out of the merger of Aussie Home Loans and Lendi. As a Group we operate a multi-brand strategy across Aussie Home Loans and Lendi, pulling together a truly personalised home loans experience for the Australian audience that balances both human support and smart technology.  

We’re revolutionising the industry with best-in-class technology and a suite of tools that takes the hard work out of home loans – for our Customers and Brokers alike.

At Lendi Group we value work life balance. Our flex-first policy enables our team members to choose how they do their best work; home, office, or flex!

Diversity, Equality, and Inclusion are fundamental to the success of Lendi Group. We’re passionate about fostering an environment where our team members feel valued and supported and we celebrate everyone’s unique identity.

To learn more about life at Lendi Group check out our blog: https://www.lendi.com.au/inspire/category/life-at-lendi/

Job Description

  • Co-ordinate agreed components of Broker On/Off Boarding and associated processes and system requirements within policy, in a timely manner  
  • Administration of broker information and maintenance of broker data  
  • Provide reporting and status updates on brokers  
  • Assist brokers with managing their daily tasks and completion in a timely manner  
  • Provide ongoing support to brokers throughout onboarding  
  • Co-ordinate with relevant stakeholders to assist with the setup of new Brokers  
  • Collect onboarding feedback and draw insights for future improvement of the onboarding offering   
  • Review and confirm accuracy of broker details  
  • Manage internal inboxes  
  • Maintenance Standard Operating Procedures  
  • Gathering, validating, and documenting business requirements and reporting them back to team members  
  • Identifying issues, risks and benefits of existing and proposed solutions and outlining business impacts  
  • Provide assistance to other team members where capacity permits to help balance the load across the team.  
  • Support internal compliance through regular reporting  
  • Manage effective feedback mechanisms  
  • Build and maintain effective feedback mechanisms with brokers, franchisees and sales leaders to identify issues, improvement opportunities and system development priorities.
  • Risk Management and Compliance  
  • Ensure adherence and compliance with all company policies, risk appetite, and legislative requirements, including NCCP.  
  • Ensure appropriate management of customer information in line with regulatory requirements.  
  • Complete all mandatory training within required time frames and comply with all company policies and procedures.  
  • Adapt a culture of risk management and compliance.  
  • Participate in cross training with minimisation of key person risk 
  • Leadership  
  • Work as an effective member of the Broker Operations & Experience team.  
  • Promote Lendi Group values and develop, demonstrate & manage a culture in line with our values amongst all staff  
  • Develop and foster a one team mentality amongst all by being the conduit and interface between the staff and departments/personnel. 
  • Actively participate in the recruitment and onboarding process to build a high-performing team aligned with the company's strategic goals.  
  • Foster a collaborative and inclusive team environment that encourages innovation and continuous improvement. 
  • Identify and facilitate training and development opportunities to meet both the organization's objectives and individual team members' career goals. 

Qualifications

  • Customer Service Experience: Proven experience in a customer-facing role, demonstrating a track record of delivering exceptional customer service. 
  • Leadership: Ability to Oversee the day-to-day management of team members, ensuring a high level of performance and engagement, through regular one-one one meetings and the development of individual growth plans 
  • Quality Assurance Skills: Experience in evaluating calls and case work based on quality assurance frameworks, with a keen eye for detail and accuracy. 
  • Compliance Knowledge: Understanding of regulatory requirements, particularly in the financial services industry, including NCCP compliance. 
  • Communication Skills: Excellent verbal and written communication skills, with the ability to effectively communicate with customers, colleagues, and management. 
  • Teamwork: Demonstrated ability to work collaboratively within a team environment, fostering a positive and supportive workplace culture. 
  • Problem-Solving Abilities: Strong problem-solving skills, with the ability to identify issues, propose solutions, and implement improvements. 

Additional Information

What's in store for you at Lendi Group?

  • Flex-first (Work from home) but must be willing to work onsite as needed or once a week. 
  • Health Insurance (HMO) for you & 1 free dependent 
  • Health & well-being programs
  • Generous amount of leaves (total of 25 leaves - 20 Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs) 
  • Extra allowances will be given for WFH set-up such as internet subsidy 
  • Life insurance effective on Day 1 
  • Access to training and opportunities for career progression/promotion
  • Fun & exciting monthly social clubs - at the moment done virtually
  • Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig & many more!

How to Flex-first:

You must have a stable fixed internet connection (minimum 25mbps) An ample working space with office table and chair is also required. Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.

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