Brokers Onboarding and Offboarding Specialist / Broker Transition Coordinator at LendiGroup1

About the Role

We are looking for a Broker Changes and Offboarding Coordinator to join Lendi Group. This role involves working closely with various teams to support the broker network and customers, ensuring brokers have a seamless experience throughout their business lifecycle.

Key Responsibilities

• →Provide administration support for Retail Stores transitioning to new operating models
• →Administer broker information and maintain broker data
• →Handle broker offboarding processes
• →Assist Aussie Brokers with store sales
• →Provide reporting and status updates on brokers
• →Help brokers manage their daily tasks and ensure timely completion
• →Offer ongoing support to brokers during their tenure
• →Coordinate with Aussie Retail and Mobile Support Teams for seamless support
• →Collect onboarding feedback and use it to improve future offerings
• →Review and confirm accuracy of broker details
• →Manage internal inboxes
• →Maintain Standard Operating Procedures
• →Gather, validate, and document business requirements
• →Identify issues, risks, and benefits of existing and proposed solutions
• →Provide assistance to other team members when capacity allows
• →Support internal compliance through regular reporting
• →Manage effective feedback mechanisms
• →Build and maintain feedback mechanisms with brokers, franchisees, and sales leaders
• →Ensure adherence to company policies, risk appetite, and legislative requirements
• →Manage customer information according to regulatory requirements
• →Complete mandatory training within required time frames
• →Foster a culture of risk management and compliance
• →Participate in cross training to minimize key person risk