Client Solutions Associate (CSA) Team Manager
Makati City, Metro Manila, Philippines
6d ago

Client Solutions Associates Team Manager

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.

About the role and team :

The Client Solutions 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 responsible for the performance of our CSA Assessments and 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) :

Responsibilities :

  • Management of Pre and Post Submission Loan Applications and Client Expectations
  • Managing of managers whose teams are liaising with lenders and the relevant teams in Sales to ensure that loan applications are submitted, approved and settled timely
  • Work closely with Client Solutions senior management to provide strategic and performance support, in line with OKRs of the business
  • 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
  • Must have extension lending / broker / finance support experience, preferably in credit assessment with exposure to entire application processes from submission to settlement
  • Proven track record of providing leadership and mentoring to team members
  • 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
  • What's in store for you at Lendi?

  • Flexi-first where you can choose where you want to work (WFH set-up and the likes)
  • HMO on Day 1 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)
  • Uncapped earnings based on achieving targets (commissions)
  • Competitive performance incentives
  • 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.
  • 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.

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