Full-Time Broker Lifecycle Coordinator Level 1

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.

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

• 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

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