Full-Time Onboarding, Accreditation & Licensing Coordinator I

• 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
• Coordinate with relevant stakeholders to assist with the setup of new Brokers
• Collect onboarding feedback
• Manage internal inboxes
• Maintenance Standard Operating Procedures
• Identifying issues, risks and benefits of existing and proposed solutions
• Provide assistance to other team members
• Support internal compliance through regular reporting
• Build and maintain effective feedback mechanisms

• Ensure adherence and compliance with all company policies
• Ensure appropriate management of customer information
• Complete all mandatory training
• Adapt a culture of risk management and compliance
• Participate in cross training with minimization of key person risk

• Work as an effective member of the Broker Operations & Experience team.
• Promote Lendi Group values
• Develop and foster a one team mentality

• 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 to meet deadlines

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