Broker Lifecycle Coordinator

As Australia's fastest-growing Fintech (and one of the fastest-growing globally), Lendi Group has been steadily disrupting the mortgage industry by pioneering our best-in-class technology platform and suite of tools; competitively-priced lending products and seamless customer experience. 

We’re currently in our next exciting phase of growth: Lendi, ‘The Home of Home Loans’, has arrived. Want to be part of the online home loan revolution? Well, now’s your chance! 

Our goal has always been simple: to make the home loan application process pain-free for consumers, while enabling our Lending Specialists to significantly outperform their peers with unrivalled support structures and awesome technology. Our Client Solutions team is an imperative part of this process in ensuring this outcome is achieved. 

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/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
• 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 exist 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.

We support our people in a variety of ways, but a few of the benefits that that out people rave about include:

What's in store for you at Lendi?

• 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 
• Fixed weekends off! (Mondays to Fridays only - permanent Dayshift)
• 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 Flexi-first:

• You must have a stable fixed internet connection (minimum 20mbps)
• 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.