Broker Lifecycle Coordinator Level 1
Broker Lifecycle Coordinator Level 1
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
As Broker Lifecycle Coordinator Broker Lifecyle you will work closely with the Broker Onboarding and Lifecycle team to support Lendi Groups 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 youll bring:
Aside from a great work ethic and passion for your role youll 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
Additional Information :
Lendi Group teams operate across Australia and the Philippines. Were committed to creating a new era of seamless connection in property finance by changing the way Australians experience property lending for good.
Whats in store for you at Lendi
- Partially Flexfirst (required to go to our Makati office 1x a week).
- Health Insurance (HMO) for you & 1 free dependent.
- Health & wellbeing programs.
- Generous amount of leaves (total of 25leaves 20Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs)).
- Extra allowances will be given for WFH setup 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 & Pagibig.
How to Flexifirst:
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.
Were 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
Remote Work :
Yes
Employment Type :
Fulltime
Employment Type
Remote
Company Industry
Key Skills
- Sales Experience
- B2B Sales
- Business Management
- Pricing
- Securities Law
- Service-Oriented Architecture
- Inside Sales
- Market Research
- Outside Sales
- Telemarketing
- WebSphere
- negotiation
