Client Support Specialist & Conveyancing Administrator (Pathway Role) at Lendi Group

Makati, Metro Manila, Philippines -

Full Time

Start Date

Immediate

Expiry Date

07 Jun, 26

Salary

0.0

Posted On

09 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Contact, Organisation, Data Management, Communication, Deadline Management, File Setup, Documentation Management, Client Coordination, Lead Management, Data Review, System Notes, Proposal Generation, Follow-Up Management, Inbound Call Handling, Microsoft Office, Google Workspace

Industry

Financial Services

Description

Company Description Lendi Group is a market-leading digital platform business that is focused on revolutionising the entire property journey. It operates Lendi - Australia’s original and #1 digital mortgage brand - and the iconic Aussie franchise. Powered by an advanced AI proprietary platform, a national network of 1,300 brokers, 230 retail stores, a team of experienced buyer’s agents, integrated property search and conveyancing, Aussie is supporting customers at every step of their property journey to find, buy and own with more confidence than ever before. Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024. Why Join Us? Innovation at Our Core – We challenge the status quo and push boundaries to create better solutions. Work with the Best – Collaborate with some of the brightest minds in fintech, financial services, and strategy. Make an Impact – Contribute to meaningful projects that shape our business and the future of property finance. Grow & Evolve – Develop your skills and advance your career in a fast-moving, purpose-driven environment. Job Description This is a dual‑pathway role designed for someone who will join our team as a Client Support Specialist (CSS) for the first six months, supporting Aussie Conveyancing leads, clients, and brokers. After successfully completing the onboarding and development period, the role transitions into a Conveyancing Administrator, supporting the delivery of conveyancing services through accurate file setup, documentation management, and client coordination. This position is ideal for someone who enjoys client contact, is highly organised, and is keen to build a career in the conveyancing industry. Phase 1 (First 6 Months): Client Support Specialist Purpose of the Role To manage inbound and outbound communication for Aussie Conveyancing referrals, guide clients through the upgrade process, and ensure smooth handovers into the conveyancing workflow. Key Responsibilities 1. Lead Management & Initial Client Contact Monitor Nurture Easy for new Aussie Conveyancing referrals. Confirm eligibility and take ownership of assigned leads. Prioritise urgent or overdue referrals. Send pre‑call SMS and complete timely outbound calls. 2. Data Review & File Preparation Review client details, referral notes, property address, and transaction type. Confirm urgency indicators and time-sensitive requirements. Record system notes summarising key details before client contact. 3. Outbound Calls & Client Engagement Contact clients promptly using approved scripts. Provide identity verification steps. Explain the purpose of the call, service offering, and benefits of upgrading. Avoid providing legal advice or discussing pricing variations. Follow process for no‑answer calls including voicemail, email, and task scheduling. 4. Nurture Issuance Generate accurate conveyancing proposals through Nurture Easy. Ensure all data is correctly entered before sending. 5. Follow‑Up Management Monitor proposal acceptance daily. Follow structured contact attempt workflow. Document every attempt and schedule follow-up tasks. 6. Inbound Call Handling Answer inbound calls. Support callers regarding active referrals. Direct existing matter enquiries to the correct Practice Team pathways. 7. Handover to Conveyancing Confirm proposal acceptance and upgrade the matter in Nurture Easy. Validate client and property details against the contract of sale. Send engagement confirmation email. Ensure all information is complete for a clean handover to the legal team. Phase 2: Conveyancing Administrator (after six months) After completing the first six months as a Client Support Specialist and building strong knowledge of our clients, systems, and processes, the role transitions into the Conveyancing Administrator position. This next phase focuses on supporting the conveyancing process through structured, task‑based administrative work. Brief Description of the Next Role As a Conveyancing Administrator, the team member will support the early stages of a property transaction. This includes setting up new matters, preparing and organising documents, running property searches, and ensuring files are complete and ready for review by the Conveyancer. The work is administrative and process‑driven, with no legal advice required. The goal of this role is to ensure all documentation is accurate, properly filed, and available so the Conveyancer can progress the matter efficiently. Qualifications Willing to do complete onsite training for around 2-3 weeks then at least 1x a month after. At least 1–2 years of Australian or US administrative or back-office experience in Conveyancing or real estate, legal services. Experience using document management systems or legal practice tools (LEAP, Smokeball, Actionstep, InfoTrack, or similar) is advantageous. Strong organisational and data management skills with a high level of accuracy. Excellent written English communication for internal coordination (some client-facing communication may be required). Ability to meet deadlines and manage multiple tasks simultaneously. Knowledge in conveyancing process and property settlement workflow. Proficiency in Microsoft Office and/or Google Workspace. 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 at least once a month Holistic wellbeing programs offering 24/7 support 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! Department: Credit & Operation

Responsibilities

For the first six months, the role focuses on client support by managing communications for conveyancing referrals, guiding clients through upgrades, and ensuring smooth handovers. Subsequently, as a Conveyancing Administrator, the focus shifts to administrative tasks like file setup, document organization, and running property searches to support the conveyancing process.