Onboarding, Accreditation and Licensing Coordinator I

Onboarding, Accreditation and Licensing Coordinator I

Lendi Group is a market-leading digital platform business that is focused on revolutionising the entire property journey. It operates Lendi - Australia’s original and #1 digital mortgage brand - and the iconic Aussie franchise.

Powered by an advanced AI proprietary platform, a national network of 1,300 brokers, 230 retail stores, a team of experienced buyer’s agents, integrated property search and conveyancing, Aussie is supporting customers at every step of their property journey to find, buy and own with more confidence than ever before. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.

Why Join Us?

• Innovation at Our Core – We challenge the status quo and push boundaries to create better solutions.
• Work with the Best – Collaborate with some of the brightest minds in fintech, financial services, and strategy.
• Make an Impact – Contribute to meaningful projects that shape our business and the future of property finance.
• Grow & Evolve – Develop your skills and advance your career in a fast-moving, purpose-driven environment.

Job Description

As an Onboarding, Accreditation and Licensing Coordinator I 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.

Qualifications

What you'll bring:

• Previous experience within a customer service role, with at least one year of specific experience in a call-based environment.
• 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

Additional Information

Lendi Group teams operate across Australia and the Philippines. Bringing together diverse expertise, innovative technology and a customer-first approach, our teams work seamlessly to simplify the property journey, helping Australians find, buy and own property with confidence.

Benefits

• A vibrant, relaxed, yet professional culture.
• We offer a hybrid working arrangement designed to support work-life balance while fostering meaningful connection and collaboration, with a requirement to work from our Makati office at least once a month.
• Holistic wellbeing programs offering 24/7 support
• Comprehensive HMO coverage for you and one free dependent, along with life insurance starting from Day 1.
• Access to 25 days of leave, made up of 20 vacation days and 5 sick days.
• Monthly internet subsidy to help you stay productive at home.
• Access to ongoing training and clear pathways for growth and promotion as part of your career journey with us.
• Access to all government-mandated benefits, including SSS, PhilHealth, and Pag-IBIG.

Lendi Group is an equal opportunities employer and welcomes applications from all qualified candidates. We are committed to fostering a diverse and inclusive community at Lendi Group.