Relationship Manager

Makati City, Metro Manila, Philippines | Full-time | Fully remote

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Lendi Group is Australia's #1 online home loan business and we are building a technology-enabled platform to take the hard work out of home loans.We are passionate about how technology can revolutionise our industry and solve a key pain point in peoples' lives.

Role Summary

As a Relationship Manager, you will be responsible for handling files for brokers on annual leave, from submission review to settlement ensuring a great customer experience, and that the file continues moving to settlement quickly.

The role will report to the HLS Lender Specialists Manager. You will be responsible for the daily management of Broker pipelines, and complete new cases allocated to you in a timely manner. An essential component of this role is ensuring Lendi’s customer experience, employee experience and compliance values are clearly demonstrated.

This role will require proactive collaboration, liaising with Clients, Inside Sales Managers, Home Loan Specialists and the Client Solutions to ensure a positive customer experience and outcome is delivered.

Duties & Responsibilities

● Daily management of Brokers annual leave pipeline

● Ensuring NBAs are completed daily for all opportunities in the pipelines

● Liaising with relevant stakeholders to ensure customers achieve the desired outcomes

● Demonstrating Lendi’s employee and customer experience values in daily management with staff

KPI’s

● Successfully manage 20+ active opportunities through lodgement, approval and settlement

● Liaising with relevant stakeholders to ensure a customer achieves the outcomes required at any stage between submission review to settlement.

● Broker Survey Avg score is over 4.5

Skills, Attributes & Experience:

● A Cert IV in Mortgage Broking is required

● Ability to effectively prioritise and plan your day.

● Effective management of email inbox and calendar

● Exceptional communication and interpersonal skills

● Strong understanding of Lendi's internal processes and business units

● Experience in using the Lendi platform or similar

● Strong understanding of Home Loans, credit policy and lending.

● Driven & motivated, with the ability to engage & be an effective member

● Ability to review, challenge and implement solutions to problems

What We Offer:

  • Flexi-first where you can choose where you want to work (WFH set-up and the likes)
  • HMO for you & 1 free dependent
  • Health & well-being programs
  • Generous amount of leaves (total of 30 leaves - 25 VLs & 5 SLs)
  • Extra leave credits when you will get vaccinated
  • Extra allowances will be given for WFH set-up such as internet subsidy
  • Life insurance effective on Day 1
  • Fixed weekends off! (Mondays to Fridays only - Dayshift)
  • Quarterly bonus
  • Access to training and opportunities for career progression
  • Fun & exciting monthly social clubs - at the moment done virtually
  • Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig.
  • A modern, engaging, and motivating company culture that promotes innovation and creativity
  • Ample opportunity for growth within the company and to be a part of one of Australia’s leading home loan companies
  • Competitive compensation and benefits packages
  • Collaborative work environment
  • Continuous work-from-home opportunities

 & many more!

 How to Flexi-first:

  • You must have a stable fixed internet connection
  • Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.

If this sounds like something you would like to explore, please send your resume and a cover letter detailing your relevant experience and what separates you from your peers.

Please complete the resume upload & your application in Trakstar.