About the role
Customer Operations Lifecycle Specialist, you will work closely with the Broker Onboarding, Distribution Operations and Commission teams to support Lendi Group’s strategy to achieve great outcomes for our broker network and customers.
Critical responsibility of ensuring that existing brokers with the Aussie business are supported through the lifecycle of their business. The role requires a high level of attention to detail and excellent communication skills to ensure brokers’ have a seamless experience during their time with Lendi Group.
- Administration to support Retail Stores transitioning to new operating models.
- Administration of broker information and maintenance of broker data
- Administration of broker offboarding
- Administration of and assisting Aussie Brokers with store sales.
- Provide reporting and status updates on brokers
- Assist brokers with managing their daily tasks and completion in a timely manner
- Provide ongoing support to brokers throughout their tenure
- Coordinate with Aussie Retail and Mobile Support Teams to ensure a seamless support
- Collect onboarding feedback and draw insights for future improvement of the onboarding offering
- Review and confirm accuracy of broker details
- Manage internal inboxes
- Maintenance Standard Operating Procedures
- Gathering, validating, and documenting business requirements and reporting them back to team members
- Identifying issues, risks and benefits of existing and proposed solutions and outlining business impacts
- Provide assistance to other team members where capacity permits to help balance the load across the team.
- Support internal compliance through regular reporting
- Manage effective feedback mechanisms
- Build and maintain effective feedback mechanisms with brokers, franchisees and sales leaders to identify issues, improvement opportunities and system development priorities
Risk Management and Compliance
- Ensure adherence and compliance with all company policies, risk appetite, and legislative requirements, including NCCP.
- Ensure appropriate management of customer information in line with regulatory requirements.
- Complete all mandatory training within required time frames and comply with all company policies and procedures.
- Adapt a culture of risk management and compliance.
- Participate in cross training with minimization of key person risk.