Client Solutions Expert Team Manager (Settlements)

Posted Yesterday
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Hiring Remotely in Makati, Southern Manila District, National Capital Region
Remote
Senior level
Fintech • Software • Financial Services
The Role
As a Client Solutions Expert Team Manager, you will lead the Settlements team, overseeing loan applications and ensuring smooth processing. This role involves managing a team, implementing process improvements, and providing exceptional support to brokers and customers in the Australian mortgage landscape.
Summary Generated by Built In

Company Description

Through a merger in 2021, the Lendi Group brings together Lendi (and Australia’s #1 online home lending platform) and Aussie Home Loans, Australia’s leading branded mortgage broker. We're revolutionizing the industry with a best-in-class technology platform and suite of tools that take the hard work out of home loans for our Customers and Brokers alike. Every day we help thousands of Australians research, compare, apply for, and settle their home loans. 

Our vision: To create a new era of seamless connection in property finance. 

Our mission: To change the way Australians experience property lending, for good.

Job Description

The Client Solutions Settlements team plays a pivotal role within Lendi’s Customer and Sales function, which comprises the Submission, Assessment and Settlement groups. We are looking for someone with industry experience to join our expanding leadership team. Lendi has been overwhelmed with customer demand this year and we are always looking for great leaders to join the team and help us keep up with our customers.

Reporting to the Head of Client Solutions, you will be assisting the CSE Settlements teams who provide loan processing, compliance and 'back of house' support to our rapidly-growing national teams of Brokers and CS, this fast-paced and varied role will see you accountable for (but not limited to):

  • Management of Pre and Post Submission Loan Applications and Client Expectations 
  • Managing of Client Solutions Experts who are liaising with customers, lenders and the relevant teams in the customer function to ensure that loan applications are submitted, approved and settled timely
  • Identify and implement process improvements
  • Coach and mentor to drive performance

Qualifications

  • Experience relevant to the role is preferred with a strong understanding and previous exposure to the Australian mortgage market
  • At least 5 to 10 years of Australian Mortgage experience with extensive experience in a customer-facing role
  • Excellent problem-solving skills and the ability to work effectively under pressure
  • Previous management and leadership experience - even at a junior level, is preferred, but not required
  • Must have extension lending/broker/finance support experience, preferably in credit assessment with exposure to entire application processes from submission to settlement
  • Business/Commerce/Finance degree or diploma preferred but not essential
  • Self-motivated with a desire to exceed expectations
  • Ability to handle multiple tasks at once, delegate and prioritise as appropriate, based on the situation
  • A high degree of competency in computer and web applications
  • Excellent written, oral and interpersonal communication skills; including a strong and fluent command of English
  • Ability to effectively operate with high energy and flexibility in a fast-paced, constantly evolving team environment.
  • Exemplary stakeholder engagement skills. Excellent time management and prioritisation skills, with the ability to think and act swiftly and proactively.

Additional Information

What's in store for you at Lendi?

  • Flex-first (Work from home) but must be willing to work onsite as needed or once a week. 
  • Health Insurance (HMO) for you & 1 free dependent 
  • Health & well-being programs
  • Generous amount of leaves (total of 25 leaves - 20 Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs) 
  • Extra allowances will be given for WFH set-up such as internet subsidy 
  • Life insurance effective on Day 1 
  • Access to training and opportunities for career progression/promotion
  • Fun & exciting monthly social clubs - at the moment done virtually
  • Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig. 

& many more!

How to Flex-first:

  • You must have a stable fixed internet connection (minimum 25mbps)
  • An ample working space with office table and chair is also required.
  • Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.
The Company
Sydney, Sydney
2,432 Employees
On-site Workplace
Year Founded: 2021

What We Do

We are one of Australia’s fastest growing fintechs, building market leading technology to transform the home loan industry through our powerhouse property lending brands and networks - Aussie and Lendi. Lendi Group exists to transform the stressful, disjointed and sometimes overwhelming journey of financing a property into a friction-free experience for everyone involved. Our cross-functional team of super smart experts and brokers power our brands, products, services, relationships and platforms to help more Australians secure their property dreams, seamlessly. With a shared history of challenging the status quo, our brands provide different experiences for customers but the endgame is always to help more Australians achieve their home ownership dreams.

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