Full-Time Onboarding, Accreditation and Licensing Coordinator I

Key Responsibilities

• Coordinate agreed components of Broker On/In Boarding.
• Administration of broker information and maintenance of broker data.
• Provide reporting and status updates on brokers.
• Assist brokers with managing their daily tasks.
• 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.
• Review and confirm accuracy of broker details.
• Manage internal inboxes.
• Maintenance Standard Operating Procedures.
• Gathering, validating, and documenting business requirements.
• Identifying issues, risks and benefits of existing and proposed solutions.
• Manage internal inboxes.
• Provide assistance to other team members.
• Support internal compliance through regular reporting.
• Manage effective feedback mechanisms.

Risk Management and Compliance

• Ensure adherence and compliance with all company policies.
• Ensure appropriate management of customer information.
• Complete all mandatory training within required time frames.
• 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.

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.
• Develop and foster a one team mentality.

What you'll bring:

• Previous experience within a customer service role.
• Strong verbal and written communication skills.
• Ability to use Microsoft Applications
• Knowledge of operational risk
• Comprehensive experience in risk management.
• Ability to work well under pressure and organize priorities.

What is the last date for applying to the job?

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