Commissions Officer

4 weeks ago

Brisbane, Australia Ray White and Loan Market Full time

**About Us**:
At Loan Market Group, we see a world where financial professionals are empowered to help their clients make smarter financial decisions. We provide technology, infrastructure, and services to deliver the full range of financial services including mortgages, asset finance, insurances and financial planning across Australia and New Zealand.

Our award-winning MyCRM platform is an end-to-end digital solution supporting brokers through its bespoke compliance and customer service process.

We are part of the 119-year-old White Family Group which includes Australasia's largest real estate company, Ray White. This provides us with both stability and resources to innovate our large scale and complex systems.

**The role**:
This role plays a critical part in supporting the business objectives of delivering high quality service to
our customers (Broker & Referral Partners). This is achieved through the accurate processing of
payment data from a number of lenders to ensure that our customers receive their income accurately
and on time.

**Duties and Responsibilities**:
1. Data entry to operating platforms & payment system
- Daily upload & manipulation of commission payment files from Lenders
- Daily matching of Lender data to Broker data via the Broker customer relationship management

system & operating platforms
- Weekly import to commission payment system of data
- Reconciliation of export from commission payment system

2. Commission cash reconciliation
- Daily entry & monitoring of Lender deposits
- Reconciliation of Lender deposits to commission files
- Correct allocation to account receivable journals

3. Support of Broker & Referrer requirements

Broker and Referral inquiry whilst adhering to Loan Market service deliverables & company

standards
- Liaising with Lender partners in relation to their policies and customer payment inquiry
- Processing of adjustments upon Broker & Referrer inquiry

4. Maintenance & knowledge of Panel Lender Schedule
- Managing all Lender payment policy changes within Panel Lender Schedule document
- Moderate level of understanding of Lender payment policy

**About you**:

- 2 yrs Customer Service experience
- Working with customer relationship management systems
- Accounts receivable exposure is preferred but not mandatory
- Basic understanding of lending practices is desirable
- Able to work in a shared open environment
- Positive outlook
- Organised, analytical and principled
- Resilient to change
- Able to multi task
- Ability to “think outside the square”
- Cultural fit with our core values of leadership, integrity, curiosity and discipline
- Enjoy following processes and a structured environment
- Ability to challenge existing ways we do things and looks for opportunities to improve
- Enjoys engaging and collaborating with others
- Microsoft Office suite of programs, particularly excel
- Accurate data entry while maintaining a sense of urgency
- Being accountable for your own results and the timely performance of tasks within the scope of

the position
- Initiative to work autonomously and to request additional tasks
- Requirement to be able investigate in the instance of historical payment within payment system

upon inquiry from our Brokers & Referrers

their needs and respond in a professional manner that exceeds expectations
- Working in an open office environment, there is requirement for a high level of interaction with

the Agreements Team & Business Analyst in relation to changes and operation within the

payment systems
- In addition communication with customers and other teams in the business is a critical part of

the role
- Managing tasks and work to team priorities
- Understand how individual tasks impact team goals and outputs

P00USUjgEa

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