Partnership & Training Manager

at  Burbank

Banking & Finance Mortgages / Lending VIC Other Permanent / Full Time

16/8/2024

• Are you driven by leading a team
• Do you have a stong interest in finance
• Do you have a desire to build strong relationships and guide others

TYPICAL QUALIFICATIONS AND/OR EXPERIENCE

• Cert 4 or Diploma in Finance -Mortgage Broking required (plus tertiary qualification preferred)
• 2 Years Broker Experience or training and development within the industry
• Training and Development experience
• Aptitude for technology and Digital Broker Systems
• Experience in Broker Engine (preferred but not essential)
• Worked in high volume lead businesses such as Lendi, Mortgage Choice or similar an advantage
• Familiar with and or worked within large technologically driven Broker or Aggregation businesses.
• Passion for training and development
• Ability to connect and build authentic and lasting relationships
• Can work autonomously and self-motivated
• Strong credit knowledge

PRIMARY PURPOSE:

The purpose of this role is to:

• Promote and lead the NPF Broker Value Proposition, with focus in broker productivity & engagement.
• Ensuring competencies across all systems and processes.
• Lead by example and maintain high level of knowledge in all systems including, Broker CRM, Lead Management System, Marketing tools, Compliance requirements.
• Facilitate training sessions and identify opportunities for further development and industry best practice.
• Promote a strong network engagement that ensure robust integration, strong broker relationships and positive broker advocacy.

KEY ACCOUNTABILITY

Staff engagement:

• Contribute to the implementation of NPF BluePrint that aligns and focus in
• Assistance and support NPF broker proposition and NPF Network
• Lead by example and support a culminating attendance and participation of NPF Brokers in all meetings, training sessions and programs.
• Develop and maintain strong and productive relationships with all NPF brokers and key personals.

System and processes:

• Maintain engagement and utilisation of NPF broker systems and processes
• Identify and communicate improvement opportunities around processes, technology advances that increase NPF broker productivity.
• Liaise with NPF compliance and administration Manager, to maintain a high level of understanding and consistency of compliance of systems and processes.
• Maintain an active loan application skills and knowledge
• Contribute to NPF Monthly Business report

Compliance

• Maintain a high-quality and best practice compliance standard.
• With guidance from NPF General Manager and NPF Compliance and Admin Manager, deliver best practice compliance training, individually and as a Business Unit.
• Promote NPF policies, procedures and processes.

Training

• Prepare, calendarize and deliver NPF training sessions, of the following topics and not limited to
• Scenario examples and assistance
• NPF Systems and processes
• Key industry, technical and process that promote the drive of a broker business.
• Loan writing process
• Lead management & customer relationship.
• Keep NPF GM informed of training planning recommendations, sessions and individual coaching sessions facilitated.

Inductions:

• Support NPF GM in recruitment and guidance of New Broker inductions
• In conjunction with GM and Compliance and Admin Manager develop NPF induction program that compliments NPF Broker Value proposition, compliance obligations and requirements.

Relationships:

• Develop and maintain strong relationships with NPF BDM
• Develop and maintain strong and enduring relationships with NPF brokers.
• Develop and maintain close working relationships with Internal key stakeholders
• Lead by example in demonstrating the values and desired behaviours and culture of the organisation and apply core competencies consistently.