Buyers Agent Assistant (Real Estate Transaction Coordinator)

Lendi Group is a market-leading digital platform business focused on transforming the home loan industry. It operates the country’s #1 retail mortgage broker – the iconic Aussie Home Loans franchise – and the Australia’s #1 digital mortgage brand, Lendi.

Together, with its national network of 1,300 brokers and 230 retail stores, the Lendi Group brands give all Australians the power of choice, and confidence, in one of life’s biggest financial decisions.

Building on this market-leading foundation, Lendi Groups vision is to be the undisputed place for Australians to buy and own property through our new Aussie Homes propositions.

Lendi Group’s loan book is more than $100b and it was named Australia’s Aggregator of the Year for 2024.

Diversity, Equality, and Inclusion are fundamental to the success of Lendi Group. We’re passionate about fostering an environment where our team members feel valued and supported and we celebrate everyone’s unique identity.

To learn more about life at Lendi Group check out our blog: https://www.lendi.com.au/inspire/category/life-at-lendi/

Are you detail-oriented and passionate about delivering a seamless onboarding experience for clients? We’re looking for a Buyers Agent Coordinator to support home buyers in their journey by managing the customer agreement process and ensuring a smooth transition onto our platform.

The Buyers Agent Coordinator plays a crucial role in supporting Buyer’s Agents and clients at the beginning of their property buying journey. This role is responsible for managing all administrative and operational tasks related to onboarding new clients, ensuring a seamless and professional experience from the very start.

You will handle client documentation, data entry, CRM management, and communication across various channels, including email, phone, and digital platforms. You will work closely with Buyer’s Agents to ensure clients are set up for success, providing them with the necessary information and resources to move forward confidently in their property purchase journey.

Key Responsibilities

• Manage customer agreements, ensuring all required details are accurate and properly documented.
• Guide clients through the onboarding process, assisting them in agreeing to engage a buyer’s agent for their home purchase.
• Accurately enter and maintain client information in our system, ensuring records are up to date and compliant.
• Verify the completeness and accuracy of client documents, following up on missing or incorrect details.
• Coordinate with internal teams, including buyer’s agents and operations, to facilitate a seamless onboarding experience.
• Provide clear communication to clients regarding next steps, key timelines, and any required actions.
• Respond to client inquiries and provide support on any onboarding-related questions.
• Identify and escalate any potential issues or delays in the onboarding process.
• Assist with reporting and tracking onboarding metrics to improve efficiency and client satisfaction.
• Maintain compliance with company policies and industry regulations related to client agreements and onboarding.

• 2+ years of experience working in a similar role within the real estate industry/property management (non-negotiable).
• Strong attention to detail and organizational skills, ensuring accuracy in documentation and processes.
• Experience in customer onboarding, administration, or contract management is a plus.
• Exposure to real estate, property management, or a related field is preferred.
• Excellent communication skills and a customer-first mindset, with the ability to build positive relationships.
• Ability to manage multiple tasks efficiently, prioritize effectively, and work collaboratively in a fast-paced environment.
• Comfortable using digital tools, CRMs, and other technology platforms to maintain accurate records and streamline processes.
• A problem-solving mindset, with the ability to identify inefficiencies and contribute to process improvements.

Lendi Group teams operate across Australia and the Philippines. We’re committed to creating a new era of seamless connection in property finance by changing the way Australians experience property lending, for good. 

What's in store for you at Lendi? 

• Partially Flex-first (required to go to our Makati office at least 1x a month).
• Health Insurance (HMO) for you & 1 free dependent. 
• Health & well-being programs.
• Generous amount of leaves (total of 25 leaves - 20 Annual/Vacation leaves (VLs) & 5 Sick Leaves (SLs)).
• Extra allowances will be given for WFH set-up such as internet subsidy. 
• Life insurance effective on Day 1. 
• Access to training and opportunities for career progression/promotion.
• Fun & exciting monthly social clubs - at the moment done virtually.
• Government mandated benefits are provided - SSS, Philhealth, & Pag-ibig. 

How to Flexi-first:

You must have a stable fixed internet connection (minimum 25mbps). An ample working space with office table and chair is also required. Lendi will provide you with your equipment such as a laptop, extra monitor, mouse, keyboard, headset, & laptop riser.
 
We’re committed to building a diverse and inclusive community for everyone at Lendi Group. Creating a culture that is representative of the world we live in makes us better people, and our organisation gains tangible benefits. Ultimately, this creates a melting pot of creativity. 
 
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