Relationship Manager, Broker

1 week ago

Australia Latitude Financial Services Full time
About the Role

We are seeking a highly skilled and experienced Relationship Manager, Broker to join our team at Latitude Financial Services. As a key member of our sales team, you will be responsible for establishing and maintaining relationships with Australia & New Zealand brokers in our 3rd party personal loan and auto loan distribution channel.

Key Responsibilities
  • Broker Support: Act as the main point of contact for assigned brokers, delivering timely and accurate responses to their inquiries.
  • Product Updates: Communicate product updates, policy changes, and promotional offers to brokers.
  • Regular Contact: Maintain regular contact to ensure brokers are well-informed.
  • Quarterly Contact Plan: Work with State Leader on creating and executing a quarterly contact/broker engagement plan to drive GEM/Latitude broker utilisation.
  • Scenario Workshopping: Workshop scenarios and assist brokers in submitting and troubleshooting loan applications to ensure a smooth, seamless experience.
  • Collaboration: Collaborate with internal and external stakeholders to ensure excellent outcomes for brokers and customers, including managing deal scenarios, escalations, issue resolution, and training sessions.
  • Broker Performance Monitoring: Monitor and analyse broker performance, including loan submissions, approval rates, conversion rates, and submission quality.
  • Trend Identification: Identify trends and areas for improvement to enhance brokers' overall business performance and loan portfolio growth.
Requirements
  • Knowledge of Asset and Personal Lending Products: Knowledge of asset and/personal lending products and process.
  • Understanding of Lending Principles: An understanding and ability to articulate basic lending principles.
  • Regulatory Knowledge: Ability to understand relative laws, regulations, and guidelines pertaining to lending across both NZ and AU.
  • Market Knowledge: Knowledge of the New Zealand finance market (advantageous but not essential).
  • Customer Service Experience: Previous experience in customer service and/or dealing with brokers.
  • Phone-Based Environment: Experience within a phone-based environment, building customers and B2B relationships.
  • Account Management Experience: Prior experience with Account Management or Relationship Management role advantageous.
  • Communication Skills: An exceptional communicator with attention to detail.
  • Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and basic knowledge of CRM systems is beneficial.
About Us

Latitude Financial Services is a leading provider of digital payments, cards, loans, and insurance solutions. We are committed to helping people shop and live better through our platform. Our values of Act Right, Show Care, and Be Curious guide everything we do.

We offer a comprehensive suite of employee benefits, including education support, a better giving program, and flexible work arrangements. We are an equal opportunities employer and welcome applications from diverse candidates.

  • Business Development Manager, Connective Asset Finance

    7 days ago

    Australia Connective Broker Services Pty Full time

    About the RoleWe are seeking a highly skilled Business Development Manager to join our team at Connective Asset Finance. As a key member of our sales team, you will be responsible for promoting and growing our business in Western Australia.Key ResponsibilitiesIdentify and increase sales growth from existing state and national databasesDevelop business...

  • Insurance Broker

    4 days ago

    Australia Aon Hewitt Full time

    Insurance Broker OpportunityAbout the RoleAon Hewitt is seeking a skilled Insurance Broker to join our Melbourne team, specializing in risk management solutions for residential construction clients. With a strong presence across Australia, we offer a supportive and collaborative environment for career growth.Key ResponsibilitiesProvide exceptional client...

  • Marketing Lead

    1 week ago

    Australia Lendi Group Full time

    About the RoleWe are seeking a highly skilled Marketing Lead to join our team at Lendi Group. As a key member of our Growth department, you will be responsible for accelerating customer growth and generation across our network of 1,300 brokers and over 220 stores through product-led activity, unlocking referrals and through-the-line marketing.Key...

  • Experienced Finance Broker

    1 week ago

    Australia Green Finance Group Full time

    About UsAt Green Finance Group, we pride ourselves on being industry leaders in the provision of competitive and timely commercial, SME business and personal lending solutions. Over the last decade, we have built a five-star reputation for delivering high-quality information and exceptional service.Our TeamWe are a high-performing team of specialist...

  • Rent Roll Broker

    1 week ago

    Australia Real Estate Dynamics Full time

    About the RoleWe are seeking a highly motivated and experienced professional to join our team at Real Estate Dynamics as a Rent Roll Broker. As a key member of our team, you will be responsible for identifying, qualifying, and building rapport with potential sellers, helping them through the selling process.Key ResponsibilitiesIdentify and qualify potential...

  • Aussie Mortgage Broker

    1 week ago

    Australia Lendigroup Full time

    About the RoleWe are seeking a highly motivated and experienced Mortgage Broker to join our team at Lendigroup. As a Salaried Mortgage Broker, you will be responsible for managing phone, online, and walk-in enquiries, providing lending advice and solutions to customers, and connecting with the local community to build pipeline and referral partnerships.Key...

  • Mortgage Broker

    1 week ago

    Australia Lendi Group Full time

    About the RoleWe are seeking a skilled Mortgage Broker to join our team at Lendi Group. As a Mortgage Broker, you will be responsible for providing exceptional customer service and building a thriving mortgage broking business.Key ResponsibilitiesBuild and maintain relationships with customers to understand their financial goals and provide tailored mortgage...

  • Mortgage Broker

    1 week ago

    Australia Lendigroup Full time

    About the RoleWe are seeking a skilled Mortgage Broker to join our team at Lendigroup. As a Mortgage Broker, you will have the opportunity to work remotely and build a thriving business, providing exceptional service to customers and earning uncapped commissions.Key ResponsibilitiesBuild and maintain relationships with customers to understand their mortgage...

  • Mortgage Broker

    5 days ago

    Australia Lendi Group Full time

    About the RoleWe are seeking a highly motivated and ambitious Mortgage Broker to join our team at Lendi Group. As a Mortgage Broker, you will have the opportunity to build a successful business and grow your career in a dynamic and supportive environment.Key ResponsibilitiesSource and acquire new customers to grow your businessProvide exceptional customer...

  • Mortgage Broker

    5 days ago

    Australia Lendi Group Full time

    About the RoleWe are seeking a skilled Mortgage Broker to join our team at Lendi Group. As a Mortgage Broker, you will be responsible for providing exceptional customer service and building a thriving mortgage broking business.Key ResponsibilitiesBuild and maintain relationships with customers to understand their financial goals and provide tailored mortgage...

  • Aussie Mortgage Broker

    1 week ago

    Australia Lendi Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused Mortgage Broker to join our team at Lendi Group. As a Mortgage Broker, you will be the go-to source for lending advice and expertise in your local community.Key ResponsibilitiesProvide expert lending advice and solutions to customersSupport customers throughout the loan application...

  • Mortgage Broker

    7 days ago

    Australia Lendigroup Full time

    About the RoleLendigroup is seeking a highly motivated and results-driven Mortgage Broker to join our team. As a Mortgage Broker with Lendigroup, you will be responsible for providing expert lending advice and solutions to customers, supporting them throughout the loan application journey, and building strong relationships with the local community.Key...

  • Aussie Mortgage Broker

    1 week ago

    Australia Lendi Group Full time

    About the RoleWe are seeking a highly motivated and ambitious Mortgage Broker to join our team at Lendi Group. As a Mortgage Broker, you will be responsible for providing expert lending advice and solutions to customers, supporting them throughout the loan application journey, and building strong relationships with the local community.Key...

  • Aussie Mortgage Broker

    1 week ago

    Australia Lendi Group Full time

    About the RoleWe are seeking a highly motivated and results-driven Mortgage Broker to join our team at Lendi Group. As a Mortgage Broker, you will be responsible for providing expert lending advice and solutions to customers, building strong relationships with the local community, and driving business growth.Key ResponsibilitiesCustomer Engagement: Provide...

  • Innovation Specialist and Broker

    5 days ago

    Australia ProcessWorx Full time

    About the RoleThis is a challenging and rewarding opportunity to join ProcessWorx as an Innovation Specialist and Broker in our SW WA Drought Resilience Adoption and Innovation Hub project.As a key member of our team, you will be responsible for fostering and managing strategic relationships to drive innovation across WA agriculture. Your primary focus will...

  • Unlock Your Earning Potential as a Mortgage Broker

    1 week ago

    Australia Lendigroup Full time

    About the RoleLendigroup is seeking a skilled Mortgage Broker to join our team. As a Mortgage Broker, you will have the opportunity to work with clients to help them achieve their home ownership dreams.Key ResponsibilitiesWork with clients to understand their mortgage needs and provide personalized solutionsSource and secure mortgage funding for clientsBuild...

  • Assistant Farm Manager

    1 week ago

    Australia Farm Manager SA Full time

    Job Opportunity at Farm Manager SA: About the Role: The successful candidate will be responsible for overseeing the daily operations of the farm, ensuring the efficient management of resources, and maintaining high-quality produce. Key Responsibilities: Supervise and coordinate farm activities, including crop management, irrigation, and harvesting.Develop...

  • Senior Portfolio Manager

    1 week ago

    Australia Trilogy Funds Full time

    About Trilogy FundsWe are a leading fund manager and financier of property-based investments in Australia, with a strong focus on delivering better outcomes for investors and building long-lasting relationships.About the RoleAs a key member of our Lending team, you will be responsible for sourcing and managing new commercial property investments,...

  • Senior Underwriter, Property Specialist

    1 week ago

    Australia XL CATLIN Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Underwriter to join our Property team at XL CATLIN. As a key member of our underwriting team, you will be responsible for underwriting business in line with our business plan, assisting in the planning and forecasting process, and monitoring aggregate exposure within agreed limits.Key...

  • Relationship Manager, Business Development

    1 week ago

    Australia Cash Full time

    About the RoleCash App is seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our business development team, you will be responsible for growing and expanding our strategic partnerships across a defined portfolio of Australia-based mid-market merchants.Key ResponsibilitiesGrow and Develop Long-Term Profitable...