Client Solutions Expert Team Manager (Settlements) at Lendi Group

Makati, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

26 Jan, 26

Salary

0.0

Posted On

28 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Management, Loan Processing, Compliance, Process Improvement, Coaching, Mentoring, Problem Solving, Stakeholder Engagement, Time Management, Communication, Leadership, Mortgage Industry Knowledge, Delegation, Flexibility, Customer Service, Team Management

Industry

Financial Services

Description

Company Description Lendi Group is a market-leading digital platform business focused on transforming the home loan industry. It operates the country’s #1 retail mortgage broker – the iconic Aussie Home Loans franchise – and the Australia’s #1 digital mortgage brand, Lendi. Together, with its national network of 1,300 brokers and 230 retail stores, the Lendi Group brands give all Australians the power of choice, and confidence, in one of life’s biggest financial decisions. Building on this market-leading foundation, Lendi Groups vision is to be the undisputed place for Australians to buy and own property through our new Aussie Homes propositions. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024. 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. As a leadership role, should be available to work onsite at least twice per month, or more as required, to ensure effective team management and collaboration. Additional Information Lendi Group teams operate across Australia and the Philippines. Bringing together diverse expertise, innovative technology and a customer-first approach, our teams work seamlessly to simplify the property journey, helping Australians find, buy and own property with confidence. We support our people in a variety of ways, but a few of the benefits that our people rave about include: A vibrant, relaxed, yet professional culture. We offer a hybrid working arrangement designed to support work-life balance while fostering meaningful connection and collaboration, with a requirement to work from our Makati office. A holistic wellbeing programs offering 24/7 support to enable our team to thrive at home and work. Comprehensive HMO coverage for you and one free dependent, along with life insurance starting from Day 1. Access to 25 days of leave, made up of 20 vacation days and 5 sick days. Monthly internet subsidy to help you stay productive at home Access to ongoing training and clear pathways for growth and promotion as part of your career journey with us. Access to all government-mandated benefits, including SSS, PhilHealth, and Pag-IBIG. Our culture is guided by our three core values: We Are Stronger United; Act Like You Own It; and Keep Home Loans Human. These values are part of our DNA—helping us attract, engage, and grow the right talent while building best-in-class products. Together with our principles, they guide how we collaborate, support one another, and make decisions to drive progress with purpose. We’re committed to fostering a diverse and inclusive community at Lendi Group. We believe that a team reflecting the world around us leads to greater innovation, stronger collaboration, and a more engaging workplace. This is an opportunity to shape the future of a fast-growing, purpose-driven company that’s transforming the homeownership journey. Ready to contribute to Lendi Group’s next chapter? Apply now and be part of something big!

Responsibilities

The Client Solutions Settlements team manages pre and post submission loan applications and client expectations. This role involves overseeing Client Solutions Experts to ensure timely submission, approval, and settlement of loan applications.