Lendi Group is a market-leading digital platform business focused on transforming the home loan industry. It operates the country’s #1 retail mortgage broker – the iconic Aussie Home Loans franchise – and the Australia’s #1 digital mortgage brand, Lendi. Together, with its national network of 1,300 brokers and 230 retail stores, the Lendi Group brands give all Australians the power of choice, and confidence, in one of life’s biggest financial decisions. Building on this market-leading foundation, Lendi Groups vision is to be the undisputed place for Australians to buy and own property through our new Aussie Homes propositions. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.

As Broker Lifecycle Coordinator, Broker Lifecyle you will work closely with the Broker Onboarding and Lifecycle team to support Lendi Group’s distribution strategy to achieve great outcomes for our broker network and customers.

Critical responsibility of ensuring that new brokers to the Aussie business are correctly set up in the systems and accredited before meeting our customers. The role requires a high level of attention to detail and excellent communication skills to ensure brokers’ have a seamless experience during their onboarding with Lendi Group.

Key Responsibilities

• Coordinate agreed components of Broker On/In 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/inboarding
• Coordinate 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
• Manage internal inboxes.
• 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 minimization of key person risk

HSW Responsibilities

• Contributing to a safe and healthy workplace culture through understanding the Aussie Health and Safety management system and processes.

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.

What you'll bring:

Aside from a great work ethic and passion for your role, you'll have the following skills and attributes:

• Previous experience within an customer service role of similar nature.
• Strong verbal and written communication skills.
• Ability to use Microsoft Applications
• Knowledge of operational risk
• Comprehensive experience in the end to end leadership of risk management in complex corporate environments
• Ability to work well under pressure and organize priorities to meet deadlines

Lendi Group teams operate across Australia and the Philippines. We’re committed to creating a new era of seamless connection in property finance by changing the way Australians experience property lending, for good. 

What's in store for you at Lendi? 

• Partially Flex-first (required to go to our Makati office 1x 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. 

How to Flexi-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.
 
We’re committed to building a diverse and inclusive community for everyone at Lendi Group. Creating a culture that is representative of the world we live in makes us better people, and our organisation gains tangible benefits. Ultimately, this creates a melting pot of creativity. 
 
#Lendigroup