Broker Lifecycle Coordinator Level 1

2 weeks ago


Makati City, National Capital Region, Philippines Lendi Group Full time

In May 2021, Lendi and Aussie Home Loans merged to create Lendi Group. Today, Lendi Group is Australia's largest retail mortgage broker, with a loan book in excess of $100 billion, with over 1300 brokers and 225 retail stores across the country.
As a Group, we have unified our approach across Aussie Home Loans and Lendi to deliver a truly personalised home-buying and home loans experience for the Australian audience that seamlessly balances human support and smart technology. Our vision is to become the undisputed destination for Australians to buy and own property.
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: here.

Job Description

As Broker Lifecycle Coordinator, 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.

A critical responsibility is 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 of 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.
  • 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

  • Contribute 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:

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

  • Previous experience within a 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.
Additional Information

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.
  • 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

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