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Client Relationship Manager for Brokers
2 months ago
The Broker Relationship Manager for NZ/AU plays a crucial role in building and nurturing partnerships with brokers across Australia and New Zealand within our third-party personal and auto loan distribution network.
This position focuses on providing dedicated support to brokers in both regions by collaborating with various departments, including broker specialists, personal loan experts, underwriting, and settlement teams, to ensure successful outcomes for broker loan applications from initial discussions to final funding and settlement.
Located in our Melbourne office, this role aligns with the operational hours of our New Zealand broker business. The Broker Relationship Manager is essential for driving the growth of Latitude's broker channel in both NZ and AU.
Key Responsibilities:
- Serve as the primary contact for assigned brokers, ensuring prompt and accurate responses to their inquiries.
- Communicate updates on products, policy modifications, and promotional initiatives to brokers.
- Maintain consistent communication to keep brokers well-informed.
- Collaborate with the State Leader to develop and implement a quarterly engagement plan to enhance broker utilization.
- Assist brokers in scenario workshops and guide them through the submission and troubleshooting of loan applications for a seamless experience.
- Work alongside internal and external stakeholders to achieve excellent outcomes for brokers and clients, managing deal scenarios, escalations, and training sessions.
- Monitor and evaluate broker performance metrics, including loan submissions, approval rates, and submission quality.
- Identify trends and opportunities for improvement to boost brokers' overall business performance and loan portfolio growth.
Candidate Profile:
- Familiarity with asset and personal lending products and processes.
- Understanding of basic lending principles.
- Knowledge of relevant laws, regulations, and guidelines related to lending in both NZ and AU.
- Insight into the New Zealand finance market is advantageous but not mandatory.
- Previous experience in customer service or broker interactions.
- Experience in a phone-based environment, fostering customer and B2B relationships.
- Prior experience in Account Management or Relationship Management is a plus.
- Demonstrated ability to self-manage time, meet deadlines, multitask, and a passion for helping teams achieve KPIs and objectives.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and basic knowledge of CRM systems is beneficial.
- Exceptional communication skills with a keen attention to detail.
We recognize that the best candidates may not meet every requirement listed above, but if you possess most of the qualifications and are confident in your abilities, we encourage you to consider this opportunity.
What We Offer: In exchange for your enthusiasm and insights, we provide a flexible working environment and competitive compensation. We are committed to fostering a safe, healthy, and engaging workplace for all employees, whether working from home, in the office, or a combination of both.
About Latitude: Latitude may appear to be a newcomer, but it has taken nearly a century to achieve this level of success. We offer digital payments, cards, loans, and insurance, but fundamentally, we are a platform dedicated to helping individuals shop and live better, guided by our core values: Act Right, Show Care, Be Curious.
- Recognition @ Latitude: Educational support, charitable giving programs, and community partnership days.
- Flexibility @ Latitude: Flexible work arrangements, hybrid setups, paid volunteer leave, and compassionate leave.
- Annual salary reviews.
Successful candidates will undergo a background check, including criminal history and bankruptcy verification, prior to employment. This position is open only to Australian or New Zealand Permanent Residents or Citizens.
